Q1 2020 Holdings
Filed 2020-04-27 | 61 holdings | $450.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $58.6K | 686,024 | 13.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $32.0K | 1,238,562 | 7.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $29.9K | 126,322 | 6.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $26.9K | 104,397 | 6.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $24.8K | 302,135 | 5.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $24.5K | 170,282 | 5.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $22.9K | 398,016 | 5.1% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $15.0K | 286,908 | 3.3% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $14.9K | 155,187 | 3.3% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $13.2K | 271,365 | 2.9% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $12.1K | 173,245 | 2.7% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $11.0K | 261,896 | 2.5% |
| Vanguard Admiral FDS Inc(VOOV) | 500 VAL IDX FD | 921932703 | $10.8K | 115,306 | 2.4% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $10.6K | 130,174 | 2.4% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $10.2K | 486,837 | 2.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $8.2K | 31,601 | 1.8% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $8.1K | 73,582 | 1.8% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $7.9K | 171,451 | 1.8% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $7.1K | 81,745 | 1.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $6.6K | 116,784 | 1.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $6.3K | 122,199 | 1.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $6.3K | 55,691 | 1.4% |
| Ishares TR | IBONDS DEC21 ETF | 46434VBK5 | $6.2K | 251,447 | 1.4% |
| Vanguard Admiral FDS Inc(IVOV) | MIDCP 400 VAL | 921932844 | $6.0K | 71,378 | 1.3% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $5.8K | 22,197 | 1.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $5.7K | 64,509 | 1.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $5.7K | 140,702 | 1.3% |
| Spdr SER TR(MDYV) | S&P 400 MDCP VAL | 78464A839 | $5.2K | 147,687 | 1.2% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $3.8K | 31,813 | 0.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $3.7K | 47,375 | 0.8% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $3.4K | 34,074 | 0.8% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $3.2K | 56,763 | 0.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.2K | 94,651 | 0.7% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $3.2K | 21,394 | 0.7% |
| Ishares TR | IBONDS DEC20 ETF | 46434VAQ3 | $2.4K | 96,185 | 0.5% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $2.4K | 58,271 | 0.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.9K | 16,593 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.8K | 29,427 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.8K | 13,438 | 0.4% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $1.8K | 31,973 | 0.4% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.7K | 51,173 | 0.4% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $1.6K | 51,437 | 0.3% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.4K | 41,487 | 0.3% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $1.4K | 37,911 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.0K | 7,847 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $958 | 17,917 | 0.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $838 | 15,450 | 0.2% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $746 | 11,885 | 0.2% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $681 | 13,171 | 0.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $624 | 7,009 | 0.1% |