Q3 2020 Holdings
Filed 2020-11-12 | 22 holdings | $177.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $37.2K | 421,213 | 20.9% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $35.0K | 223,576 | 19.7% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $33.9K | 775,914 | 19.1% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $17.6K | 337,808 | 9.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $16.3K | 105,690 | 9.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $12.0K | 39,060 | 6.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $10.9K | 32,479 | 6.1% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $6.2K | 151,369 | 3.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.9K | 11,408 | 1.1% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.6K | 45,283 | 0.9% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $1.6K | 24,676 | 0.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $584 | 3,312 | 0.3% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $467 | 2,021 | 0.3% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $381 | 10,009 | 0.2% |
| Dominion Energy Inc(D) | COM | 25746U109 | $345 | 4,371 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $332 | 5,573 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $297 | 1,982 | 0.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $292 | 5,097 | 0.2% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $268 | 4,629 | 0.2% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $264 | 4,287 | 0.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $166 | 154,431 | 0.1% |
| Cohen & Steers Quality Incom(RQI) | COM | 19247L106 | $113 | 10,165 | 0.1% |