Q3 2019 Holdings
Filed 2019-11-05 | 21 holdings | $94.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $9.8K | 160,459 | 10.3% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $9.8K | 317,330 | 10.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $9.5K | 193,455 | 10.0% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $8.4K | 213,406 | 8.8% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $7.0K | 58,415 | 7.3% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $6.6K | 36,778 | 7.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $6.6K | 34,175 | 7.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $6.0K | 37,672 | 6.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $5.9K | 52,492 | 6.3% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $5.0K | 38,759 | 5.2% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $4.0K | 36,816 | 4.2% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $3.4K | 30,418 | 3.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.3K | 42,571 | 3.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.7K | 23,919 | 2.9% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $1.8K | 18,400 | 1.9% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $1.4K | 23,943 | 1.4% |
| Pimco ETF TR(MUNI) | INTER MUN BD ACT | 72201R866 | $1.3K | 23,636 | 1.4% |
| Starbucks Corp(SBUX) | COM | 855244109 | $851 | 9,620 | 0.9% |
| W P Carey Inc(WPC) | COM | 92936U109 | $844 | 9,430 | 0.9% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $312 | 1,500 | 0.3% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $271 | 2,547 | 0.3% |