Q1 2020 Holdings
Filed 2020-04-14 | 70 holdings | $114.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $14.9K | 188,165 | 13.0% |
| Msci Inc(MSCI) | COM | 55354G100 | $6.5K | 22,525 | 5.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.0K | 46,806 | 5.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $4.6K | 56,567 | 4.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $4.3K | 48,636 | 3.8% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.3K | 128,450 | 3.7% |
| Apple Inc(AAPL) | COM | 037833100 | $4.3K | 16,834 | 3.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.2K | 16,342 | 3.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $4.1K | 35,744 | 3.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.5K | 29,943 | 3.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $3.5K | 60,307 | 3.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.4K | 49,365 | 3.0% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $2.9K | 32,953 | 2.6% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.9K | 58,919 | 2.6% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.8K | 23,589 | 2.4% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.2K | 86,284 | 1.9% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.1K | 34,784 | 1.9% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $2.0K | 35,451 | 1.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.7K | 19,477 | 1.5% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $1.7K | 16,688 | 1.5% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.6K | 28,045 | 1.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.5K | 26,933 | 1.3% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $1.4K | 26,054 | 1.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.3K | 23,140 | 1.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.3K | 21,283 | 1.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.3K | 7,976 | 1.1% |
| Ishares TR(SUSB) | ESG 1 5 YR USD | 46435G243 | $1.1K | 45,546 | 1.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.1K | 27,248 | 1.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.1K | 20,522 | 0.9% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.0K | 42,997 | 0.9% |
| Ishares TR(ISCF) | MLTFCTR INTL SML | 46434V266 | $1.0K | 45,000 | 0.9% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.0K | 5,495 | 0.9% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $986 | 47,679 | 0.9% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $953 | 9,904 | 0.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $943 | 28,096 | 0.8% |
| CME Group Inc(CME) | COM | 12572Q105 | $829 | 4,796 | 0.7% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $821 | 18,316 | 0.7% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $745 | 8,550 | 0.7% |
| PPL Corp(PPL) | COM | 69351T106 | $725 | 29,394 | 0.6% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $653 | 3,272 | 0.6% |
| Ishares TR(EAGG) | ESG US AGR BD | 46435U549 | $629 | 11,357 | 0.5% |
| Campbell Soup Co(CPB) | COM | 134429109 | $596 | 12,902 | 0.5% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $550 | 7,905 | 0.5% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $532 | 11,519 | 0.5% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $524 | 10,009 | 0.5% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $496 | 10,842 | 0.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $474 | 5,559 | 0.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $456 | 10,311 | 0.4% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $445 | 13,594 | 0.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $427 | 10,418 | 0.4% |