Q1 2020 Holdings
Filed 2020-04-27 | 61 holdings | $450.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $12.1K | 173,245 | 2.7% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $13.2K | 271,365 | 2.9% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $14.9K | 155,187 | 3.3% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $15.0K | 286,908 | 3.3% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $22.9K | 398,016 | 5.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $24.5K | 170,282 | 5.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $24.8K | 302,135 | 5.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $26.9K | 104,397 | 6.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $29.9K | 126,322 | 6.6% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $32.0K | 1,238,562 | 7.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $58.6K | 686,024 | 13.0% |