Q2 2019 Holdings
Filed 2019-07-26 | 114 holdings | $136.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Series Trust S&P Oil Gas Expl & Prodtn ETF | ETF | 78464A730 | $483 | 17,734 | 0.4% |
| Ishares MBS Bond ETF(MBB) | ETF | 464288588 | $551 | 5,122 | 0.4% |
| Fidelity Nasdaq Composite Index Tracking Stock Fund(ONEQ) | ETF | 315912808 | $937 | 2,979 | 0.7% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $964 | 8,653 | 0.7% |
| Berkshire Hathaway Inc del CL A(BRK/A) | Stock | 084670108 | $1.3K | 4 | 0.9% |
| Ishares Core Msci Emerging Markets ETF(IEMG) | ETF | 46434G103 | $3.3K | 64,235 | 2.4% |
| Ishares S&P Small-Cap Fund(IJR) | ETF | 464287804 | $7.9K | 100,756 | 5.8% |
| Ishares Core Msci Eafe ETF(IEFA) | ETF | 46432F842 | $8.5K | 138,239 | 6.2% |
| JPMorgan Ultra-Short Income ETF(JPST) | ETF | 46641Q837 | $8.5K | 169,376 | 6.3% |
| Ishares Nasdaq Biotechnology(IBB) | ETF | 464287556 | $10.7K | 97,925 | 7.9% |
| Ishares Core S&P Mid Cap ETF(IJH) | ETF | 464287507 | $11.5K | 59,115 | 8.4% |
| Ishares U.S. Treasury Bond ETF(GOVT) | ETF | 46429B267 | $14.5K | 561,135 | 10.7% |
| Vanguard S&P 500 ETF(VOO) | ETF | 922908363 | $25.3K | 93,820 | 18.6% |
| Ishares S&P 500 Index(IVV) | ETF | 464287200 | $35.3K | 119,864 | 26.0% |