Q1 2020 Holdings
Filed 2020-05-13 | 32 holdings | $153.7K | 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 | $35.1K | 443,559 | 22.8% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $23.8K | 437,974 | 15.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $17.2K | 193,599 | 11.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $14.7K | 93,938 | 9.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $7.9K | 88,945 | 5.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $6.6K | 149,119 | 4.3% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $6.5K | 80,335 | 4.2% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $6.2K | 77,696 | 4.0% |
| Spdr SER TR(MDYV) | S&P 400 MDCP VAL | 78464A839 | $4.9K | 137,968 | 3.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $4.2K | 27,790 | 2.7% |
| Spdr SER TR(MDYG) | S&P 400 MDCP GRW | 78464A821 | $3.6K | 84,157 | 2.3% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $3.2K | 25,415 | 2.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $2.5K | 14,974 | 1.6% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $2.3K | 57,173 | 1.5% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.2K | 31,824 | 1.4% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.7K | 15,214 | 1.1% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $1.6K | 37,124 | 1.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.4K | 14,610 | 0.9% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.2K | 15,922 | 0.8% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $963 | 20,844 | 0.6% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $944 | 11,063 | 0.6% |
| Spdr Index SHS FDS(SPGM) | PORTFLI MSCI GBL | 78463X475 | $752 | 22,361 | 0.5% |
| Ishares TR(IGF) | GLB INFRASTR ETF | 464288372 | $745 | 21,801 | 0.5% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $633 | 4,205 | 0.4% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $482 | 3,965 | 0.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $440 | 8,508 | 0.3% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $429 | 6,689 | 0.3% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $405 | 3,692 | 0.3% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $360 | 2,611 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $339 | 4,132 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $274 | 2,089 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $222 | 1,410 | 0.1% |