Q4 2019 Holdings
Filed 2020-02-13 | 35 holdings | $168.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cormedix Inc(CRMD) | COM | 21900C308 | $84.0K | 11,520 | 49.9% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $13.9K | 180,555 | 8.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $13.4K | 303,389 | 7.9% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $8.1K | 96,182 | 4.8% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $5.5K | 48,037 | 3.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.0K | 112,530 | 3.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $5.0K | 82,842 | 3.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $4.2K | 22,792 | 2.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $4.1K | 34,590 | 2.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $3.5K | 45,800 | 2.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.9K | 44,659 | 1.7% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $2.6K | 75,231 | 1.5% |
| Vaneck Vectors ETF TR(HYD) | HIGH YLD MUN ETF | 92189H409 | $1.9K | 30,210 | 1.1% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $1.7K | 14,620 | 1.0% |
| Spdr Series Trust(JNK) | BLOOMBERG BRCLYS | 78468R622 | $1.7K | 15,253 | 1.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $1.4K | 29,149 | 0.9% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $916 | 4,612 | 0.5% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $878 | 17,399 | 0.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $877 | 6,397 | 0.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $767 | 14,270 | 0.5% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $747 | 7,000 | 0.4% |
| Ishares Inc(ACWV) | MIN VOL GBL ETF | 464286525 | $671 | 7,004 | 0.4% |
| Bank Amer Corp(BAC) | COM | 060505104 | $614 | 17,435 | 0.4% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $571 | 8,709 | 0.3% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $538 | 2,776 | 0.3% |
| Spdr Series Trust(BIL) | SPDR BLOOMBERG | 78468R663 | $370 | 4,050 | 0.2% |
| Spdr Series Trust(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $366 | 6,208 | 0.2% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $366 | 3,944 | 0.2% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $338 | 4,036 | 0.2% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $314 | 1,466 | 0.2% |
| Ametek Inc New(AME) | COM | 031100100 | $296 | 2,965 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $296 | 2,300 | 0.2% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $280 | 5,237 | 0.2% |
| Invesco Exchng Traded FD TR(BKLN) | SR LN ETF | 46138G508 | $244 | 10,706 | 0.1% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $215 | 2,882 | 0.1% |