Q2 2019 Holdings
Filed 2019-07-19 | 57 holdings | $117.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Ftse All World(VEU) | ALLWRLD EX US | 922042775 | $10.0K | 195,459 | 8.5% |
| Schwab US Large Cap ETF(SCHX) | US LRG CAP ETF | 808524201 | $9.8K | 139,111 | 8.3% |
| Schwab US Small Cap ETF(SCHA) | US SML CAP ETF | 808524607 | $8.4K | 117,502 | 7.2% |
| Vanguard Growth ETF(VUG) | GROWTH ETF | 922908736 | $6.2K | 38,096 | 5.3% |
| Charles Schwab US MC(SCHM) | US MID-CAP ETF | 808524508 | $5.7K | 99,846 | 4.9% |
| Schwab International(SCHF) | INTL EQTY ETF | 808524805 | $4.9K | 152,650 | 4.2% |
| Vanguard Value ETF(VTV) | VALUE ETF | 922908744 | $4.4K | 39,340 | 3.7% |
| Vanguard Mega Cap Growth(MGK) | MEGA GRWTH IND | 921910816 | $4.2K | 32,736 | 3.6% |
| Ishares Core S&P Small(IJR) | CORE S&P SCP ETF | 464287804 | $4.2K | 54,064 | 3.6% |
| Vanguard Mega Cap Value(MGV) | MEGA CAP VAL ETF | 921910840 | $4.1K | 51,091 | 3.5% |
| Vanguard Small Cap ETF(VB) | SMALL CP ETF | 922908751 | $3.7K | 23,746 | 3.2% |
| Vanguard Mid Cap Value(VOE) | MCAP VL IDXVIP | 922908512 | $3.4K | 30,699 | 2.9% |
| Ishares Core Msci(IEMG) | CORE MSCI EMKT | 46434G103 | $3.1K | 60,661 | 2.7% |
| Vanguard Short Term COR(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.7K | 33,973 | 2.3% |
| Vanguard Mega Cap ETF(MGC) | MEGA CAP INDEX | 921910873 | $2.7K | 26,790 | 2.3% |
| Vanguard Small Cap(VBK) | SML CP GRW ETF | 922908595 | $2.7K | 14,247 | 2.3% |
| Vanguard Mid Cap ETF(VO) | MID CAP ETF | 922908629 | $2.6K | 15,657 | 2.2% |
| Vanguard Ftse Developed(VEA) | FTSE DEV MKT ETF | 921943858 | $2.6K | 61,391 | 2.2% |
| Vanguard Large Cap ETF(VV) | LARGE CAP ETF | 922908637 | $2.5K | 18,648 | 2.1% |
| Schwab Internatnal Small(SCHC) | INTL SCEQT ETF | 808524888 | $2.4K | 74,611 | 2.1% |
| Schwab Short Term US(SCHO) | SHT TM US TRES | 808524862 | $2.2K | 44,103 | 1.9% |
| Vanguard Small Cap Value(VBR) | SM CP VAL ETF | 922908611 | $2.0K | 15,458 | 1.7% |
| Vanguard Ftse Emerging(VWO) | FTSE EMR MKT ETF | 922042858 | $1.8K | 41,137 | 1.5% |
| Schwab US Large Cap(SCHV) | US LCAP VA ETF | 808524409 | $1.7K | 29,812 | 1.4% |
| Vanguard Real Estate(VNQ) | REAL ESTATE ETF | 922908553 | $1.4K | 16,359 | 1.2% |
| Ishares Core S&P 500(IVV) | CORE S&P500 ETF | 464287200 | $1.4K | 4,785 | 1.2% |
| Vanguard Mid Cap Growth(VOT) | MCAP GR IDXVIP | 922908538 | $1.4K | 9,079 | 1.2% |
| Ishares Edge Msci MIN(USMV) | MIN VOL USA ETF | 46429B697 | $1.3K | 21,327 | 1.1% |
| Vanguard S&P 500 ETF(VOO) | S&P 500 ETF SHS | 922908363 | $1.2K | 4,568 | 1.0% |
| Vgrd Ftse All Wrld EX US(VSS) | FTSE SMCAP ETF | 922042718 | $935 | 8,881 | 0.8% |
| Ishare Edge Msci MIN VOL(EFAV) | MIN VOL EAFE ETF | 46429B689 | $909 | 12,520 | 0.8% |
| Charles Schwab US REIT(SCHH) | US REIT ETF | 808524847 | $876 | 19,703 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $726 | 3,668 | 0.6% |
| Vanguard Total Stock(VTI) | TOTAL STK MKT | 922908769 | $710 | 4,730 | 0.6% |
| Spdr Nuveen Bloomberg(SHM) | NUVEEN BLMBRG SR | 78468R739 | $634 | 12,960 | 0.5% |
| Pepsico Inc(PEP) | COM | 713448108 | $595 | 4,534 | 0.5% |
| Becton Dickinson&co(BDX) | COM | 075887109 | $562 | 2,230 | 0.5% |
| Ishares Core High(HDV) | CORE HIGH DV ETF | 46429B663 | $554 | 5,865 | 0.5% |
| PNC Finl Services(PNC) | COM | 693475105 | $464 | 3,382 | 0.4% |
| Ishares Core Msci Eafe(IEFA) | CORE MSCI EAFE | 46432F842 | $433 | 7,060 | 0.4% |
| Invesco S&P 500 Equal(RSP) | S&P500 EQL WGT | 46137V357 | $431 | 4,000 | 0.4% |
| Ishares Tips Bond ETF(TIP) | TIPS BD ETF | 464287176 | $428 | 3,710 | 0.4% |
| Berkshire Hathaway(BRK/B) | CL B NEW | 084670702 | $377 | 1,768 | 0.3% |
| YUM Brands Inc(YUM) | COM | 988498101 | $368 | 3,330 | 0.3% |
| Schwab US Large Cap(SCHG) | US LCAP GR ETF | 808524300 | $335 | 4,023 | 0.3% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $333 | 1,137 | 0.3% |
| Schwab Emerging Markets(SCHE) | EMRG MKTEQ ETF | 808524706 | $313 | 11,945 | 0.3% |
| Vanguard Muni BND TAX(VTEB) | TAX EXEMPT BD | 922907746 | $304 | 5,725 | 0.3% |
| Schwab US Aggregate Bond(SCHZ) | US AGGREGATE B | 808524839 | $287 | 5,423 | 0.2% |
| Spdr Nuveen S&P High(HYMB) | NUV HGHYLD MUN | 78464A284 | $272 | 4,660 | 0.2% |