Q1 2020 Holdings
Filed 2020-05-13 | 22 holdings | $83.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(AGG) | ISHARES AGGREGATE BOND ETF | 464287226 | $8.3K | 72,157 | 10.0% |
| Ishares Inc(IEMG) | ISHARES CORE MSCI EMERGING MKTS | 46434G103 | $8.2K | 202,637 | 9.9% |
| Ishares TR(IEFA) | ISHARES CORE MSCI EAFE | 46432F842 | $8.1K | 162,721 | 9.8% |
| Ishares TR(IDV) | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 464288448 | $7.4K | 327,116 | 8.9% |
| Ishares TR(DGRO) | ISHARES CORE DIVIDEND GROWTH ETF | 46434V621 | $7.0K | 213,982 | 8.4% |
| Ishares TR(IVW) | ISHARES S&P 500 GROWTH ETF | 464287309 | $5.9K | 35,660 | 7.1% |
| Ishares TR(IVE) | ISHARES S&P 500 VALUE ETF | 464287408 | $5.3K | 55,480 | 6.4% |
| Ishares TR(IWF) | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | $5.3K | 34,983 | 6.3% |
| Ishares TR(IJH) | ISHARES CORE S&P MID CAP ETF | 464287507 | $4.9K | 34,371 | 5.9% |
| Ishares TR(MBB) | ISHARES MBS ETF | 464288588 | $4.8K | 43,622 | 5.8% |
| Ishares TR(GVI) | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 464288612 | $3.9K | 34,004 | 4.7% |
| Ishares TR(IWD) | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | $3.8K | 37,860 | 4.5% |
| Ishares TR(MUB) | ISHARES AMT-FREE MUNI BOND ETF | 464288414 | $3.3K | 29,046 | 3.9% |
| Ishares TR(IJR) | ISHARES S&P SMALLCAP 600 ETF | 464287804 | $2.3K | 40,126 | 2.7% |
| Pimco ETF TR(MUNI) | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 72201R866 | $1.6K | 29,226 | 1.9% |
| Ishares TR(SCZ) | ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | $950 | 21,190 | 1.1% |
| Starbucks Corp(SBUX) | STARBUCKS CORP | 855244109 | $575 | 8,753 | 0.7% |
| Ishares TR(STIP) | ISHARES 0-5 YEAR TIPS BOND ETF | 46429B747 | $475 | 4,758 | 0.6% |
| WP Carey Inc(WPC) | WP CAREY INC COM | 92936U109 | $440 | 7,575 | 0.5% |
| Berkshire Hathaway Inc Del(BRK/B) | BERKSHIRE HATHAWAY INC DEL CL B NEW | 084670702 | $274 | 1,500 | 0.3% |
| Leidos Hldgs Inc(LDOS) | LEIDOS HOLDINGS INC COM | 525327102 | $213 | 2,322 | 0.3% |
| Ishares TR(SUB) | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | $213 | 2,004 | 0.3% |