Q1 2020 Holdings
Filed 2024-07-24 | 359 holdings | $744.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $14.4M | 340,658 | 1.9% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $15.3M | 249,136 | 2.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $15.6M | 135,408 | 2.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $19.9M | 104,387 | 2.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $21.4M | 354,867 | 2.9% |
| Apple Inc(AAPL) | COM | 037833100 | $24.6M | 96,724 | 3.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $27.9M | 14,287 | 3.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $33.4M | 742,233 | 4.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $38.5M | 482,969 | 5.2% |