Q4 2020 Holdings
Filed 2021-01-29 | 22 holdings | $169.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $74.0K | 417,413 | 43.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $22.5K | 115,629 | 13.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $21.8K | 138,567 | 12.9% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $16.5K | 93,727 | 9.7% |
| Spdr Index SHS FDS(RWO) | DJ GLB RL ES ETF | 78463X749 | $8.6K | 193,620 | 5.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $7.1K | 72,837 | 4.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.7K | 12,591 | 2.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.2K | 8,613 | 1.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.4K | 115,592 | 1.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $1.4K | 15,876 | 0.8% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.4K | 107,731 | 0.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.3K | 14,666 | 0.8% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $640 | 50,775 | 0.4% |
| Spdr SER TR(SPIP) | PORTFLI TIPS ETF | 78464A656 | $633 | 20,321 | 0.4% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $603 | 57,534 | 0.4% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $437 | 24,301 | 0.3% |
| Ishares TR(XT) | EXPONENTIAL TECH | 46434V381 | $386 | 6,737 | 0.2% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $356 | 24,981 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $345 | 5,554 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $307 | 2,620 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $289 | 1,485 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $276 | 3,988 | 0.2% |