Q1 2020 Holdings
Filed 2020-04-29 | 32 holdings | $153.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cormedix Inc(CRMD) | COM | 21900C308 | $41.0K | 11,520 | 26.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $14.5K | 237,427 | 9.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $12.3K | 474,716 | 8.0% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $11.3K | 315,647 | 7.3% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $11.3K | 435,814 | 7.3% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $10.2K | 307,417 | 6.7% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $9.0K | 170,765 | 5.9% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $8.9K | 103,743 | 5.8% |
| Spdr SER TR(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $3.7K | 68,101 | 2.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.1K | 92,208 | 2.0% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $3.1K | 107,356 | 2.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $2.8K | 54,375 | 1.8% |
| Vanguard Scottsdale FDS(VTWG) | VNG RUS2000GRW | 92206C623 | $2.8K | 24,214 | 1.8% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $2.7K | 31,564 | 1.8% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $2.4K | 48,195 | 1.5% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $2.3K | 23,852 | 1.5% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $1.5K | 31,036 | 1.0% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $1.3K | 14,537 | 0.9% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $1.3K | 14,358 | 0.8% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $1.1K | 39,733 | 0.7% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $1.1K | 11,534 | 0.7% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $1.1K | 15,041 | 0.7% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $977 | 18,881 | 0.6% |
| Victory Portfolios II(CILUSD) | VCSHS INTL VOLTY | 92647N840 | $904 | 29,730 | 0.6% |
| Spdr SER TR(EBND) | BLOMBRG BRC EMRG | 78464A391 | $760 | 31,015 | 0.5% |
| Ishares Inc(ACWV) | MIN VOL GBL ETF | 464286525 | $624 | 7,773 | 0.4% |
| BK of America Corp(BAC) | COM | 060505104 | $399 | 18,800 | 0.3% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $344 | 2,219 | 0.2% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $322 | 5,955 | 0.2% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $288 | 4,600 | 0.2% |
| Invesco Exchange-Traded FD T(BKLN) | SR LN ETF | 46138G508 | $227 | 11,085 | 0.1% |
| Ametek Inc(AME) | COM | 031100100 | $214 | 2,965 | 0.1% |