Q3 2020 Holdings
Filed 2020-11-12 | 45 holdings | $493.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $219.0K | 2,500 | 44.4% |
| Cormedix Inc(CRMD) | COM | 21900C308 | $86.0K | 14,259 | 17.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $32.3K | 400,929 | 6.5% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $22.3K | 546,244 | 4.5% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $16.2K | 324,211 | 3.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $15.8K | 501,920 | 3.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $14.6K | 165,336 | 3.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $14.0K | 462,293 | 2.8% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $13.4K | 245,779 | 2.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.7K | 154,736 | 1.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $6.5K | 95,354 | 1.3% |
| Spdr SER TR(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $5.5K | 95,966 | 1.1% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $4.2K | 113,883 | 0.8% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $4.1K | 39,016 | 0.8% |
| Vanguard Scottsdale FDS(VTWG) | VNG RUS2000GRW | 92206C623 | $4.0K | 24,792 | 0.8% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $3.5K | 33,157 | 0.7% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $2.9K | 56,111 | 0.6% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $2.3K | 46,526 | 0.5% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $2.1K | 18,906 | 0.4% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $2.0K | 66,013 | 0.4% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.5K | 29,647 | 0.3% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $1.5K | 13,602 | 0.3% |
| Ishares Inc(ACWV) | MSCI GBL MIN VOL | 464286525 | $1.4K | 15,012 | 0.3% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $1.3K | 16,022 | 0.3% |
| Spdr SER TR(EBND) | BLOMBRG BRC EMRG | 78464A391 | $1.2K | 44,739 | 0.2% |
| Victory Portfolios II(CILUSD) | VCSHS INTL VOLTY | 92647N840 | $1.0K | 28,060 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $870 | 7,509 | 0.2% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $831 | 3,792 | 0.2% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $746 | 11,698 | 0.2% |
| Docusign Inc(DOCU) | COM | 256163106 | $625 | 2,904 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $554 | 1,912 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $503 | 2,391 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $502 | 3,375 | 0.1% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $494 | 5,393 | 0.1% |
| BK of America Corp(BAC) | COM | 060505104 | $465 | 19,289 | 0.1% |
| Invesco Exch Traded FD TR II(BKLN) | SR LN ETF | 46138G508 | $461 | 21,184 | 0.1% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $357 | 5,920 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $292 | 1,330 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $272 | 2,500 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $271 | 86 | 0.1% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $252 | 2,473 | 0.1% |
| Invesco Exch Traded FD TR II(PCY) | EMRNG MKT SVRG | 46138E784 | $246 | 9,066 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $232 | 887 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $226 | 418 | 0.0% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $220 | 6,923 | 0.0% |