Q3 2020 Holdings
Filed 2020-11-13 | 13 holdings | $38.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares S&P 500 Growth ETF(IVW) | ETF | 464287309 | $10.2K | 44,203 | 26.4% |
| Ishares Russell 1000 Growth ETF(IWF) | ETF | 464287614 | $6.6K | 30,618 | 17.1% |
| Ishares Core S&P Mid Cap ETF(IJH) | ETF | 464287507 | $6.6K | 35,380 | 16.9% |
| Ishares Russell 1000 Value ETF(IWD) | ETF | 464287598 | $5.1K | 42,963 | 13.1% |
| Ishares Core Msci Eafe(IEFA) | ETF | 46432F842 | $4.7K | 77,603 | 12.1% |
| Ishares S&P Smallcap 600 ETF(IJR) | ETF | 464287804 | $1.5K | 21,923 | 4.0% |
| Ishares Core Msci Emerging Mkts(IEMG) | ETF | 46434G103 | $1.4K | 25,700 | 3.5% |
| Ishares S&P 500 Value ETF(IVE) | ETF | 464287408 | $846 | 7,526 | 2.2% |
| Starbucks Corp(SBUX) | Stock | 855244109 | $564 | 6,571 | 1.5% |
| WP Carey Inc COM(WPC) | REIT | 92936U109 | $469 | 7,213 | 1.2% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $319 | 1,500 | 0.8% |
| Ishares Amt-Free Muni Bond ETF(MUB) | ETF | 464288414 | $293 | 2,531 | 0.8% |
| Leidos Holdings Inc COM(LDOS) | Stock | 525327102 | $207 | 2,322 | 0.5% |