Q2 2019 Holdings
Filed 2019-08-13 | 65 holdings | $511.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $12.2K | 41,475 | 2.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $12.9K | 165,257 | 2.5% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $14.7K | 92,457 | 2.9% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $14.8K | 164,641 | 2.9% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $16.9K | 193,516 | 3.3% |
| Vanguard Admiral FDS Inc(IVOV) | MIDCP 400 VAL | 921932844 | $18.3K | 149,150 | 3.6% |
| Vanguard Admiral FDS Inc(VOOV) | 500 VAL IDX FD | 921932703 | $18.8K | 166,866 | 3.7% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $20.8K | 178,123 | 4.1% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $24.2K | 490,569 | 4.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $31.3K | 116,437 | 6.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $32.7K | 111,594 | 6.4% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $37.3K | 1,193,242 | 7.3% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $40.3K | 500,357 | 7.9% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $42.5K | 511,070 | 8.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $45.3K | 233,228 | 8.9% |