Q4 2020 Holdings
Filed 2021-02-16 | 55 holdings | $123.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Portfolio Total Stock Market(SPTM) | Large Blend | 78464A805 | $17.5K | 380 | 14.2% |
| iShares Core US REIT(USRT) | Real Estate | 464288521 | $12.6K | 261 | 10.2% |
| Spdr Portfolio Developed Wld ex-US(SPDW) | Foreign Large Blend | 78463X889 | $11.3K | 335 | 9.1% |
| iShares Core International Aggt Bd ETF(IAGG) | Intl Bond | 46435G672 | $9.0K | 161 | 7.3% |
| Schwab US Broad Market ETF(SCHB) | Large Blend | 808524102 | $7.9K | 87 | 6.4% |
| Spdr Emerging Markets ETF(SPEM) | Diversified Emerging Mkts | 78463X509 | $7.7K | 181 | 6.2% |
| iShares Core Msci Total Intl Stk ETF(IXUS) | Foreign Large Blend | 46432F834 | $5.1K | 76 | 4.2% |
| Fidelity Quality Factor ETF(FQAL) | Large Blend | 316092790 | $4.9K | 115 | 4.0% |
| Spdr Portfolio Tips ETF(SPIP) | Inflation-Protected Bond | 78464A656 | $4.9K | 157 | 4.0% |
| iShares US Treasury Bond ETF(GOVT) | Intermediate Government | 46429B267 | $4.0K | 146 | 3.2% |
| iShares Core Msci Emerging Markets ETF(IEMG) | Diversified Emerging Mkts | 46434G103 | $3.6K | 58 | 2.9% |
| iShares Gold Trust(IAUUSD) | Commodity | 464285105 | $3.3K | 182 | 2.7% |
| ClearShares Ultra-Short Maturity(OPER) | Security | 26922A453 | $3.0K | 30 | 2.4% |
| Schwab International Equity ETF(SCHF) | Foreign Large Blend | 808524805 | $2.5K | 70 | 2.0% |
| iShares Core S&P Total US Stock Mkt ETF(ITOT) | Large Blend | 464287150 | $2.3K | 27 | 1.9% |
| Schwab US REIT ETF(SCHH) | Real Estate | 808524847 | $2.2K | 58 | 1.8% |
| iShares Tips Bond(TIP) | Inflation-Protected Bond | 464287176 | $2.0K | 16 | 1.7% |
| Schwab Intermediate-Term US Trs ETF(SCHR) | Intermediate Government | 808524854 | $1.8K | 31 | 1.5% |
| Spdr Blmbg Barclays Intl Trs Bd ETF(BWX) | Intl Bond | 78464A516 | $1.5K | 47 | 1.2% |
| Schwab US Tips ETF(SCHP) | Inflation-Protected Bond | 808524870 | $1.4K | 23 | 1.2% |
| Microsoft Corp(MSFT) | Large Core | 594918104 | $1.4K | 6 | 1.1% |
| Schwab Emerging Markets Equity ETF(SCHE) | Diversified Emerging Mkts | 808524706 | $1.4K | 45 | 1.1% |
| iShares Core US Aggregate Bond(AGG) | Intermediate Bond | 464287226 | $1.1K | 10 | 0.9% |
| Procter & Gamble Co(PG) | Large Core | 742718109 | $682 | 5 | 0.6% |
| Alphabet Inc Class A(GOOGL) | Large Core | 02079K305 | $634 | 0 | 0.5% |
| Tesla Inc(TSLA) | Large Core | 88160R101 | $524 | 1 | 0.4% |
| iShares Core Total USD Bond Market ETF(IUSB) | Intermediate Bond | 46434V613 | $507 | 9 | 0.4% |
| Vanguard Total Stock Market(VTI) | Large Blend | 922908769 | $501 | 3 | 0.4% |
| Facebook Inc(META) | Large Core | 30303M102 | $496 | 2 | 0.4% |
| iShares 1-3 Year Treasury Bond ETF(SHY) | Short Government | 464287457 | $488 | 6 | 0.4% |
| Accenture PLC(ACN) | Large Core | G1151C101 | $469 | 2 | 0.4% |
| Schwab Short Term US Treasury(SCHO) | Short Government | 808524862 | $447 | 9 | 0.4% |
| Nvidia Corp(NVDA) | Large Core | 67066G104 | $416 | 1 | 0.3% |
| Alphabet Inc Class C(GOOG) | Large Core | 02079K107 | $412 | 0 | 0.3% |
| AT&T Inc(T) | Large Core | 00206R102 | $376 | 13 | 0.3% |
| BlackRock Inc(BLKCHF) | Large Core | 09247X101 | $358 | 0 | 0.3% |
| 3M Company(MMM) | Large Core | 88579Y101 | $326 | 2 | 0.3% |
| Thermo Fisher Scientific Inc(TMO) | Large Core | 883556102 | $309 | 1 | 0.3% |
| Pepsico Incorporated(PEP) | Large Core | 713448108 | $300 | 2 | 0.2% |
| Walt Disney Co(DIS) | Large Core | 254687106 | $278 | 2 | 0.2% |
| Adobe Inc(ADBE) | Large Core | 00724F101 | $275 | 1 | 0.2% |
| Expeditors International Wash(EXPD) | Large Core | 302130109 | $272 | 3 | 0.2% |
| Agilent Technologies Inc(A) | Large Core | 00846U101 | $258 | 2 | 0.2% |
| Cummins Inc(CMI) | Large Core | 231021106 | $251 | 1 | 0.2% |
| Visa Inc(V) | Large Core | 92826C839 | $239 | 1 | 0.2% |
| Leidos Holdings Inc(LDOS) | Large Core | 525327102 | $237 | 2 | 0.2% |
| Home Depot Inc(HD) | Large Core | 437076102 | $237 | 1 | 0.2% |
| PayPal Holdings Inc(PYPL) | Large Core | 70450Y103 | $227 | 1 | 0.2% |
| Texas Instruments Inc(TXN) | Large Core | 882508104 | $223 | 1 | 0.2% |
| Mastercard Inc(MA) | Large Core | 57636Q104 | $222 | 1 | 0.2% |