Q2 2021 Holdings
Filed 2021-07-21 | 14 holdings | $154.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $69.1K | 285,580 | 44.9% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $18.5K | 72,204 | 12.0% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $15.4K | 209,283 | 10.0% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $13.7K | 454,591 | 8.9% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $13.5K | 115,049 | 8.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $6.2K | 59,288 | 4.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.7K | 24,837 | 3.7% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $3.0K | 26,049 | 1.9% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.9K | 32,948 | 1.9% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $2.2K | 38,263 | 1.4% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.2K | 22,988 | 0.8% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $1.0K | 9,323 | 0.7% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.0K | 12,626 | 0.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $523 | 5,031 | 0.3% |