Q3 2019 Holdings
Filed 2019-11-07 | 34 holdings | $176.0K | 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 | $37.1K | 457,362 | 21.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $27.4K | 508,692 | 15.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $17.8K | 159,818 | 10.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $15.8K | 95,003 | 9.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $9.3K | 164,072 | 5.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $8.2K | 63,604 | 4.7% |
| Spdr Series Trust(MDYV) | S&P 400 MDCP VAL | 78464A839 | $7.7K | 150,924 | 4.4% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $6.8K | 81,146 | 3.9% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $5.3K | 47,202 | 3.0% |
| Spdr Series Trust(MDYG) | S&P 400 MDCP GRW | 78464A821 | $5.1K | 95,097 | 2.9% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $4.5K | 76,931 | 2.6% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $4.3K | 23,675 | 2.4% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $4.2K | 69,174 | 2.4% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.8K | 30,241 | 1.6% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $2.8K | 18,745 | 1.6% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $2.7K | 14,968 | 1.5% |
| Procter & Gamble Co(PG) | COM | 742718109 | $2.0K | 15,942 | 1.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.9K | 15,896 | 1.1% |
| Ishares TR(IGF) | GLB INFRASTR ETF | 464288372 | $1.6K | 35,374 | 0.9% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.2K | 10,175 | 0.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.2K | 14,072 | 0.7% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $1.2K | 19,455 | 0.7% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $680 | 4,258 | 0.4% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $621 | 6,919 | 0.4% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $562 | 3,975 | 0.3% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $524 | 2,940 | 0.3% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $478 | 2,990 | 0.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $432 | 8,543 | 0.2% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $388 | 4,818 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $333 | 2,791 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $281 | 2,174 | 0.2% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $233 | 1,043 | 0.1% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $215 | 1,118 | 0.1% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $212 | 2,579 | 0.1% |