Q2 2020 Holdings
Filed 2020-08-03 | 43 holdings | $505.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $245.0K | 2,500 | 48.4% |
| Cormedix Inc(CRMD) | COM | 21900C308 | $90.0K | 14,259 | 17.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $28.2K | 380,082 | 5.6% |
| Vanguard Tax-Managed FDS(VEA) | FTSE DEV MKT ETF | 921943858 | $20.0K | 515,867 | 4.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $14.5K | 488,875 | 2.9% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $14.4K | 319,477 | 2.8% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $13.9K | 157,120 | 2.7% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $12.9K | 446,649 | 2.6% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $12.7K | 234,489 | 2.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $5.9K | 90,086 | 1.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.8K | 147,190 | 1.2% |
| Spdr SER TR(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $5.2K | 92,658 | 1.0% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $3.8K | 37,544 | 0.8% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $3.7K | 111,258 | 0.7% |
| Vanguard Scottsdale FDS(VTWG) | VNG RUS2000GRW | 92206C623 | $3.7K | 24,494 | 0.7% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $3.4K | 32,302 | 0.7% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $2.6K | 51,848 | 0.5% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $2.3K | 46,727 | 0.5% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $2.0K | 18,004 | 0.4% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $1.9K | 62,194 | 0.4% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $1.4K | 13,939 | 0.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.4K | 26,312 | 0.3% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $1.2K | 15,325 | 0.2% |
| Spdr SER TR(EBND) | BLOMBRG BRC EMRG | 78464A391 | $1.1K | 42,366 | 0.2% |
| Ishares Inc(ACWV) | MIN VOL GBL ETF | 464286525 | $1.0K | 11,976 | 0.2% |
| Victory Portfolios II(CILUSD) | VCSHS INTL VOLTY | 92647N840 | $1.0K | 28,969 | 0.2% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $662 | 3,470 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $661 | 1,812 | 0.1% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $570 | 9,401 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $549 | 2,000 | 0.1% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $487 | 5,321 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $480 | 2,360 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $478 | 2,775 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $475 | 3,375 | 0.1% |
| Invesco Exchange-Traded FD T(BKLN) | SR LN ETF | 46138G508 | $399 | 18,692 | 0.1% |
| BK of America Corp(BAC) | COM | 060505104 | $397 | 16,697 | 0.1% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $348 | 5,916 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $245 | 1,330 | 0.0% |
| Invesco Exch Traded FD TR II(PCY) | EMRNG MKT SVRG | 46138E784 | $243 | 9,066 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $237 | 86 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $229 | 2,500 | 0.0% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $221 | 6,923 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $206 | 2,025 | 0.0% |