Q4 2019 Holdings
Filed 2020-02-11 | 34 holdings | $187.5K | 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 | $39.4K | 485,841 | 21.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $27.9K | 522,747 | 14.9% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $19.2K | 160,349 | 10.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $17.3K | 95,070 | 9.2% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $9.9K | 165,250 | 5.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $8.9K | 64,764 | 4.7% |
| Spdr Series Trust(MDYV) | S&P 400 MDCP VAL | 78464A839 | $8.4K | 153,632 | 4.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $7.6K | 81,922 | 4.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $5.6K | 46,918 | 3.0% |
| Spdr Series Trust(MDYG) | S&P 400 MDCP GRW | 78464A821 | $5.5K | 96,990 | 3.0% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $5.2K | 87,501 | 2.8% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $4.7K | 23,583 | 2.5% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $4.6K | 69,782 | 2.4% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.9K | 31,242 | 1.5% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $2.9K | 18,135 | 1.5% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $2.8K | 14,468 | 1.5% |
| Procter & Gamble Co(PG) | COM | 742718109 | $2.0K | 15,807 | 1.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.9K | 15,958 | 1.0% |
| Ishares TR(IGF) | GLB INFRASTR ETF | 464288372 | $1.7K | 35,483 | 0.9% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.3K | 10,147 | 0.7% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $1.3K | 20,260 | 0.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.2K | 14,283 | 0.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $746 | 4,243 | 0.4% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $649 | 6,849 | 0.3% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $603 | 3,952 | 0.3% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $557 | 2,882 | 0.3% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $515 | 3,017 | 0.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $431 | 8,544 | 0.2% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $417 | 4,818 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $359 | 2,792 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $313 | 2,144 | 0.2% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $249 | 1,044 | 0.1% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $233 | 1,086 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $203 | 692 | 0.1% |