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 |
|---|---|---|---|---|---|
| Intel Corp(INTC) | COM | 458140100 | $2.2K | 33,786 | 0.2% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $2.6K | 34,978 | 0.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.6K | 27,324 | 0.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $2.8K | 54,637 | 0.3% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.3K | 24,628 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.6K | 1,152 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $5.0K | 41,258 | 0.5% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $7.5K | 234,839 | 0.8% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $7.6K | 193,829 | 0.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.0K | 33,882 | 0.8% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $8.9K | 175,097 | 0.9% |
| First TR Exchng Traded FD VI(UCON) | TCW UNCONSTRAI | 33740F888 | $10.1K | 380,133 | 1.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $11.1K | 149,707 | 1.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $16.3K | 433,873 | 1.6% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $16.8K | 155,246 | 1.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $239.0K | 678 | 24.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $285.0K | 2,632 | 28.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $332.0K | 6,421 | 33.4% |