Q4 2019 Holdings
Filed 2020-02-10 | 26 holdings | $376.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF(IWF) | RUS 1000 GRW ETF | 464287614 | $56.2K | 319,347 | 14.9% |
| Schwab US Large-Cap ET(SCHX) | US LRG CAP ETF | 808524201 | $42.7K | 555,638 | 11.3% |
| Vanguard Real Estate ETF(VNQ) | REAL ESTATE ETF | 922908553 | $40.0K | 43,083 | 10.6% |
| iShares S&P 500 Growth ETF(IVW) | S&P 500 GRWT ETF | 464287309 | $29.9K | 154,177 | 7.9% |
| Vanguard Total International Bond ETF(BNDX) | INTL BD IDX ETF | 92203J407 | $28.8K | 509,154 | 7.7% |
| Spdr Portfolio S&P 500 Growth ETF(SPYG) | PRTFLO S&P500 GW | 78464A409 | $27.7K | 660,472 | 7.4% |
| Schwab US Large-Cap Value ET(SCHV) | US LCAP VA ETF | 808524409 | $24.6K | 408,542 | 6.5% |
| Vanguard High Dividend Yield ETF(VYM) | HIGH DIV YLD | 921946406 | $21.9K | 233,535 | 5.8% |
| iShares Core US Aggregate Bond ETF(AGG) | CORE US AGGBD ET | 464287226 | $21.1K | 188,038 | 5.6% |
| WisdomTree US LargeCap Dividend ETF(DLN) | US LARGECAP DIVD | 97717W307 | $20.6K | 194,577 | 5.5% |
| Pimco Enhanced Short Maturity Active ETF(MINT) | ENHAN SHRT MA AC | 72201R833 | $20.1K | 197,984 | 5.3% |
| Schwab International Equity ET(SCHF) | INTL EQTY ETF | 808524805 | $8.9K | 264,353 | 2.4% |
| Ishares Inc(EZU) | MSCI EURZONE ETF | 464286608 | $7.8K | 186,239 | 2.1% |
| First Trust Exchange-Traded Fund(FPE) | PFD SECS INC ETF | 33739E108 | $6.3K | 311,474 | 1.7% |
| Vanguard Russell 1000 Growth ETF(VONG) | VNG RUS1000GRW | 92206C680 | $5.2K | 28,850 | 1.4% |
| iShares Core Conservative Allocation ETF(AOK) | CONSER ALLOC ETF | 464289883 | $3.9K | 106,943 | 1.0% |
| Invesco Fundamental Hi Yld Corp Bd ETF(PHB) | FNDMNTL HY CRP | 46138E719 | $3.1K | 161,034 | 0.8% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $3.0K | 98,782 | 0.8% |
| iShares Russell 1000 Value ETF(IWD) | RUS 1000 VAL ETF | 464287598 | $1.6K | 11,745 | 0.4% |
| iShares iBoxx $ High Yield Corp Bd ETF(HYG) | IBOXX HI YD ETF | 464288513 | $1.1K | 12,039 | 0.3% |
| iShares Core Growth Allocation ETF(AOR) | GRWT ALLOCAT ETF | 464289867 | $765 | 15,986 | 0.2% |
| Invesco International Corporate Bond ETF(PICB) | INTL CORP BD | 46138E636 | $561 | 20,687 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $361 | 1,231 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $212 | 1,347 | 0.1% |
| iShares Russell 2000 Growth ETF(IWO) | RUS 2000 GRW ETF | 464287648 | $22 | 103 | 0.0% |
| iShares Russell 2000 Value ETF(IWN) | RUS 2000 VAL ETF | 464287630 | $18 | 141 | 0.0% |