Q4 2020 Holdings
Filed 2021-02-04 | 65 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fidelity(FHLC) | MSCI HLTH CARE I | 316092600 | $1.7K | 29,680 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.1K | 9,226 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $2.6K | 19,457 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.7K | 7,114 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.7K | 23,158 | 0.2% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $6.1K | 135,452 | 0.4% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $8.2K | 23,482 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.7K | 94,827 | 0.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $11.0K | 233,225 | 0.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.6K | 59,605 | 0.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $20.2K | 171,055 | 1.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $20.6K | 160,340 | 1.5% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $23.7K | 260,566 | 1.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $34.7K | 540,373 | 2.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.2M | 10,889 | 85.7% |