Q4 2020 Holdings
Filed 2021-02-12 | 49 holdings | $589.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $268.0K | 2,500 | 45.5% |
| Cormedix Inc(CRMD) | COM | 21900C308 | $106.0K | 14,259 | 18.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $37.6K | 413,071 | 6.4% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $27.3K | 577,814 | 4.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $18.3K | 507,872 | 3.1% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $18.0K | 325,406 | 3.1% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $16.1K | 468,312 | 2.7% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $14.8K | 167,741 | 2.5% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $13.5K | 245,307 | 2.3% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $8.6K | 97,059 | 1.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $7.5K | 149,673 | 1.3% |
| Spdr SER TR(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $5.7K | 96,883 | 1.0% |
| Vanguard Scottsdale FDS(VTWG) | VNG RUS2000GRW | 92206C623 | $5.2K | 24,759 | 0.9% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $4.9K | 115,302 | 0.8% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $4.7K | 33,259 | 0.8% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $4.3K | 86,768 | 0.7% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $2.9K | 57,372 | 0.5% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $2.6K | 52,026 | 0.4% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $2.3K | 68,917 | 0.4% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $2.2K | 19,261 | 0.4% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $1.7K | 14,144 | 0.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.7K | 32,843 | 0.3% |
| Ishares Inc(ACWV) | MSCI GBL MIN VOL | 464286525 | $1.6K | 16,592 | 0.3% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $1.3K | 16,232 | 0.2% |
| Spdr SER TR(EBND) | BLOMBRG BRC EMRG | 78464A391 | $1.3K | 45,487 | 0.2% |
| Victory Portfolios II(CILUSD) | VCSHS INTL VOLTY | 92647N840 | $1.2K | 29,190 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $997 | 7,511 | 0.2% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $873 | 12,859 | 0.1% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $781 | 3,906 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $656 | 2,951 | 0.1% |
| BK of America Corp(BAC) | COM | 060505104 | $619 | 20,407 | 0.1% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $611 | 6,681 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $555 | 1,912 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $531 | 3,375 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $530 | 2,383 | 0.1% |
| Invesco Exch Traded FD TR II(BKLN) | SR LN ETF | 46138G508 | $500 | 22,461 | 0.1% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $394 | 6,356 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $357 | 2,346 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $285 | 1,330 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $280 | 86 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $277 | 2,710 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $274 | 2,500 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $242 | 887 | 0.0% |
| Invesco Exch Traded FD TR II(PCY) | EMRNG MKT SVRG | 46138E784 | $227 | 7,875 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $218 | 418 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $215 | 1,808 | 0.0% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $211 | 6,072 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $209 | 824 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $209 | 1,800 | 0.0% |