Q3 2020 Holdings
Filed 2020-11-13 | 70 holdings | $830.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $792 | 2,357 | 0.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $841 | 7,299 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $876 | 25,505 | 0.1% |
| Ishares Inc(ACWV) | MSCI GBL MIN VOL | 464286525 | $911 | 9,914 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $997 | 19,258 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.1K | 767 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.1K | 7,587 | 0.1% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $2.0K | 30,943 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $2.7K | 23,507 | 0.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.8K | 12,998 | 0.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $3.1K | 20,481 | 0.4% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $3.1K | 114,300 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.2K | 19,960 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $4.3K | 52,901 | 0.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $17.3K | 253,496 | 2.1% |
| Ishares TR(EFAV) | MSCI EAFE MIN VL | 46429B689 | $30.5K | 447,022 | 3.7% |
| Ishares TR(HAWX) | MSCI ACWI EXUS | 46435G847 | $36.7K | 1,384,382 | 4.4% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $56.2K | 882,013 | 6.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $238.0K | 6,039 | 28.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $403.0K | 4,601 | 48.5% |