Q3 2020 Holdings
Filed 2020-10-29 | 36 holdings | $115.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares(AGG) | CORE US AGGBD | 464287226 | $7.6K | 64,632 | 6.6% |
| Schwabb(SCHK) | STRATEGIC TR 1000 INDEX | 808524722 | $4.9K | 147,804 | 4.2% |
| Vanguard(VEA) | FTSE DEVELOPED | 921943858 | $4.8K | 118,330 | 4.2% |
| Ishares(IUSB) | TR CORE TOTAL USD | 46434V613 | $4.8K | 88,518 | 4.2% |
| Ishares(IVV) | CORE S&P 500 | 464287200 | $4.8K | 14,202 | 4.1% |
| Vanguard(VWO) | INTL EQUITY INDEX FDS FTSE EMR MKT | 922042858 | $4.7K | 109,272 | 4.1% |
| Vanguard(VEU) | INTL EQUITY INDEX FDS ALLWORLD EX US | 922042775 | $4.7K | 93,591 | 4.1% |
| Ishares(IXUS) | TR CORE MSCI TOTAL | 46432F834 | $4.7K | 80,712 | 4.1% |
| Vanguard(VTV) | INDEX FDS VALUE | 922908744 | $4.7K | 44,772 | 4.1% |
| Ishares(IEFA) | TR CORE MSCI EAFE | 46432F842 | $4.6K | 75,723 | 4.0% |
| Vanguard(VUG) | INDEX FDS GROWTH | 922908736 | $4.5K | 19,803 | 3.9% |
| Ishares(USMV) | TR CORE MSCI USA MIN VOL | 46429B697 | $4.4K | 68,684 | 3.8% |
| Spdr Series Trust(SPAB) | TR PORTFOLIO AGRGTE | 78464A649 | $4.3K | 138,436 | 3.7% |
| Vanguard(VOO) | INDEX FDS S&P 500 ETF SHS | 922908363 | $4.3K | 13,834 | 3.7% |
| Vanguard(BND) | BD INDEX FDS TOTAL MRKT | 921937835 | $4.2K | 48,062 | 3.7% |
| Spdr Series Trust(SPTM) | TR PORTFOLIO S&P 1500 | 78464A805 | $4.2K | 102,580 | 3.6% |
| Vanguard(VTI) | INDEX FDS TOTAL STK | 922908769 | $4.0K | 23,446 | 3.5% |
| Clearshares(OPER) | ULTRA SHORT MATURITY ETF | 26922A453 | $3.6K | 35,854 | 3.1% |
| Vanguard(BIV) | BD INDEX FDS INTERMED TERM | 921937819 | $3.0K | 32,540 | 2.6% |
| Ishares(GVI) | TR INTRM GOV CR ETF | 464288612 | $2.9K | 24,260 | 2.5% |
| Schwabb(SCHZ) | STRATEGIC TR US AGGREGATE B | 808524839 | $2.9K | 50,814 | 2.5% |
| Vanguard(BSV) | BD INDEX FDS SHORT TERM BOND | 921937827 | $2.8K | 34,103 | 2.5% |
| Spdr Series Trust(SPY) | S&P 500 ETF TR R UNIT | 78462F103 | $2.5K | 7,583 | 2.2% |
| Ishares(GNMA) | TR GNMA BOND ETF | 46429B333 | $2.5K | 48,610 | 2.2% |
| Vanguard(VCIT) | SCOTTSDALE FDS INT-TERM CORP | 92206C870 | $2.2K | 22,913 | 1.9% |
| Vanguard(VCSH) | SCOTTSDALE FDS SHRT TRM CORP BD | 92206C409 | $1.8K | 21,619 | 1.6% |
| Schwabb(SCHD) | STRATEGIC TR US DIVIDEND EQ | 808524797 | $1.6K | 29,324 | 1.4% |
| Ishares(IJR) | CORE S&P SCP | 464287804 | $1.4K | 19,967 | 1.2% |
| First American(FGXXX) | FDS INC | 31846V336 | $1.2K | 1,240 | 1.1% |
| Vanguard(VGIT) | SCOTTSDALE FDS INTER TERM TREAS | 92206C706 | $1.2K | 17,488 | 1.1% |
| Ishares(LQD) | TR IBOXX INV CP ETF | 464287242 | $1.2K | 8,637 | 1.0% |
| Spdr Series Trust(SJNK) | TR BLOOMBERG SRT TR | 78468R408 | $1.1K | 43,305 | 1.0% |
| Ishares(PFF) | TR PFD AND INCOME SEC | 464288687 | $1.1K | 30,356 | 1.0% |
| Vanguard(VMBS) | SCOTTSDALE FDS MORT-BACK SEC | 92206C771 | $1.1K | 19,854 | 0.9% |
| Ishares(FLOT) | FLOATING RATE BOND ETF | 46429B655 | $1.0K | 20,253 | 0.9% |