Q2 2019 Holdings
Filed 2019-07-31 | 59 holdings | $476.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.0K | 25,872 | 0.4% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $2.1K | 32,372 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.7K | 20,452 | 0.6% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $7.9K | 110,863 | 1.7% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $9.4K | 60,534 | 2.0% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $27.4K | 376,528 | 5.7% |
| Ishares TR(HAWX) | MSCI ACWI EXUS | 46435G847 | $37.5K | 1,383,529 | 7.9% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $40.3K | 653,188 | 8.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $321.0K | 4,421 | 67.4% |