Q1 2021 Holdings
Filed 2021-05-10 | 68 holdings | $992.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| US Bancorp del(USB) | COM NEW | 902973304 | $204 | 3,685 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $208 | 3,955 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $211 | 944 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $213 | 698 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $213 | 409 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $214 | 4,124 | 0.0% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $221 | 2,086 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $222 | 991 | 0.0% |
| DOW Inc(DOW) | COM | 260557103 | $230 | 3,602 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $234 | 1,057 | 0.0% |
| Vaneck Vectors ETF TR(MOO) | AGRIBUSINESS ETF | 92189F700 | $235 | 2,679 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $241 | 1,089 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $244 | 2,966 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $250 | 4,625 | 0.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $251 | 2,956 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $257 | 124 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $265 | 8,742 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $266 | 2,435 | 0.0% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $278 | 3,596 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $285 | 894 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $332 | 1,126 | 0.0% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $345 | 4,914 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $347 | 5,399 | 0.0% |
| Schwab Strategic TR(SCHR) | INTRM TRM TRES | 808524854 | $367 | 6,502 | 0.0% |
| Royal Dutch Shell PLC(RDS/A) | SPONS ADR A | 780259206 | $392 | 10,000 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $402 | 1,104 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $405 | 7,246 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $425 | 3,276 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $440 | 5,150 | 0.0% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $442 | 6,843 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $479 | 2,598 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $501 | 2,425 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $511 | 2,000 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $539 | 4,499 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $570 | 2,218 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $592 | 886 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $593 | 2,441 | 0.1% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $678 | 3,832 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $720 | 2,893 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $732 | 7,343 | 0.1% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $1.0K | 13,555 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.1K | 2,683 | 0.1% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $1.1K | 20,740 | 0.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.1K | 9,762 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.2K | 12,599 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.3K | 33,462 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $1.3K | 10,026 | 0.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.5K | 16,040 | 0.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $2.0K | 30,760 | 0.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $2.1K | 41,021 | 0.2% |