Q2 2020 Holdings
Filed 2020-07-31 | 76 holdings | $133.0K | 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 | $15.0K | 181,888 | 11.3% |
| Msci Inc(MSCI) | COM | 55354G100 | $7.5K | 22,525 | 5.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.7K | 42,783 | 5.0% |
| Apple Inc(AAPL) | COM | 037833100 | $6.1K | 16,854 | 4.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $6.1K | 56,995 | 4.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $5.3K | 36,042 | 3.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.1K | 16,360 | 3.8% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $4.6K | 55,408 | 3.5% |
| Vanguard Tax-Managed FDS(VEA) | FTSE DEV MKT ETF | 921943858 | $4.6K | 117,474 | 3.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $4.4K | 62,838 | 3.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $4.1K | 35,084 | 3.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.9K | 49,402 | 2.9% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $3.5K | 60,802 | 2.6% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $3.0K | 32,311 | 2.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.9K | 97,403 | 2.2% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.9K | 23,464 | 2.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.8K | 37,348 | 2.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.1K | 17,218 | 1.6% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $2.0K | 35,326 | 1.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.9K | 18,952 | 1.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.7K | 27,946 | 1.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.6K | 8,001 | 1.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.6K | 23,547 | 1.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.6K | 21,582 | 1.2% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $1.6K | 28,735 | 1.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.5K | 27,157 | 1.1% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $1.4K | 52,329 | 1.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.3K | 27,014 | 1.0% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.2K | 42,044 | 0.9% |
| Ishares TR(ISCF) | MLTFCTR INTL SML | 46434V266 | $1.2K | 45,000 | 0.9% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.2K | 18,728 | 0.9% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.2K | 47,659 | 0.9% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.1K | 10,131 | 0.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.0K | 25,501 | 0.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $995 | 5,575 | 0.7% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $987 | 18,408 | 0.7% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $819 | 8,604 | 0.6% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $764 | 3,164 | 0.6% |
| CME Group Inc(CME) | COM | 12572Q105 | $759 | 4,668 | 0.6% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $726 | 13,908 | 0.5% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $645 | 11,430 | 0.5% |
| Campbell Soup Co(CPB) | COM | 134429109 | $640 | 12,902 | 0.5% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $639 | 8,108 | 0.5% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $605 | 10,697 | 0.5% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $600 | 10,595 | 0.5% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $551 | 10,997 | 0.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $511 | 10,727 | 0.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $507 | 5,736 | 0.4% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $504 | 9,217 | 0.4% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $488 | 5,049 | 0.4% |