Q1 2020 Holdings
Filed 2020-04-22 | 265 holdings | $673.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $9.3K | 242,940 | 1.4% |
| Amgen Inc(AMGN) | COM | 031162100 | $10.0K | 43,177 | 1.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $10.6K | 71,606 | 1.6% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $11.9K | 143,844 | 1.8% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $12.2K | 65,623 | 1.8% |
| Intel Corp(INTC) | COM | 458140100 | $12.6K | 223,621 | 1.9% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $13.0K | 87,040 | 1.9% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $13.5K | 249,882 | 2.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $14.7K | 87,638 | 2.2% |
| Spdr Index SHS FDS(FEZ) | EURO STOXX 50 | 78463X202 | $14.8K | 501,737 | 2.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $17.1K | 182,407 | 2.5% |
| Apple Inc(AAPL) | COM | 037833100 | $30.4K | 113,197 | 4.5% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $32.8K | 324,224 | 4.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $46.0K | 168,032 | 6.8% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $65.3K | 370,536 | 9.7% |