Q1 2020 Holdings
Filed 2020-05-15 | 36 holdings | $96.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $18.5K | 160,974 | 19.1% |
| Goldman Sachs ETF TR(GSIE) | ACTIVEBETA INT | 381430107 | $11.4K | 494,792 | 11.8% |
| Invesco Exchange-Traded FD T(PGHY) | GBL SRT TRM HY | 46138E669 | $8.1K | 411,643 | 8.4% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $8.0K | 92,653 | 8.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $7.0K | 172,791 | 7.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.9K | 26,877 | 7.2% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $6.4K | 86,476 | 6.6% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $3.6K | 63,799 | 3.7% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $3.2K | 61,741 | 3.3% |
| Spdr Index SHS FDS(RWO) | DJ GLB RL ES ETF | 78463X749 | $2.7K | 75,885 | 2.8% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $2.4K | 54,167 | 2.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.2K | 36,024 | 2.3% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.1K | 101,905 | 2.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $1.8K | 39,411 | 1.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.7K | 15,081 | 1.8% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $1.0K | 11,349 | 1.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $974 | 9,420 | 1.0% |
| Ishares TR(CRBN) | MSCI LW CRB TG | 46434V464 | $954 | 9,328 | 1.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $931 | 18,656 | 1.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $738 | 12,904 | 0.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $711 | 7,984 | 0.7% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $553 | 22,665 | 0.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $544 | 6,623 | 0.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $480 | 246 | 0.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $466 | 9,045 | 0.5% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $364 | 6,323 | 0.4% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $359 | 10,763 | 0.4% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $278 | 1,173 | 0.3% |
| Ishares TR(ISHG) | 3YRTB ETF | 464288125 | $276 | 3,575 | 0.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $270 | 4,469 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $266 | 1,045 | 0.3% |
| Facebook Inc(META) | CL A | 30303M102 | $246 | 1,475 | 0.3% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $246 | 8,983 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $239 | 7,137 | 0.2% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $230 | 4,318 | 0.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $227 | 2,904 | 0.2% |