Q1 2020 Holdings
Filed 2020-05-15 | 76 holdings | $206.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $1.1K | 48,687 | 0.5% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $1.2K | 9,505 | 0.6% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $1.2K | 12,116 | 0.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.3K | 8,339 | 0.6% |
| Enbridge Inc(ENB) | COM | 29250N105 | $1.4K | 48,400 | 0.7% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $1.6K | 25,444 | 0.8% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.7K | 15,057 | 0.8% |
| Apple Inc(AAPL) | COM | 037833100 | $2.2K | 8,595 | 1.1% |
| Clorox Co del(CLX) | COM | 189054109 | $2.2K | 12,682 | 1.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $3.2K | 30,243 | 1.6% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $3.2K | 26,295 | 1.6% |
| Vaneck Vectors ETF TR(HYD) | HIGH YLD MUN ETF | 92189H409 | $4.6K | 87,576 | 2.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $5.4K | 48,133 | 2.6% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $6.1K | 131,544 | 2.9% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $6.6K | 142,240 | 3.2% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $8.0K | 154,270 | 3.9% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $8.1K | 141,796 | 3.9% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $8.2K | 64,737 | 4.0% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $8.8K | 312,384 | 4.2% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $9.2K | 225,319 | 4.5% |
| Ishares TR(IEUR) | CORE MSCI EURO | 46434V738 | $11.4K | 308,370 | 5.5% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $12.8K | 375,181 | 6.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $12.8K | 157,298 | 6.2% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $18.0K | 503,295 | 8.7% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $20.3K | 785,611 | 9.8% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $22.0K | 619,302 | 10.6% |