Q3 2020 Holdings
Filed 2020-11-03 | 61 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.5K | 21,944 | 0.2% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $5.4K | 134,725 | 0.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $6.7K | 95,164 | 0.6% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $7.3K | 23,480 | 0.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $9.5K | 231,460 | 0.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $10.1K | 59,376 | 0.9% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $18.2K | 158,029 | 1.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $19.9K | 168,224 | 1.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $20.7K | 260,061 | 1.9% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $29.8K | 538,175 | 2.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $932.0K | 10,643 | 84.4% |