Q2 2020 Holdings
Filed 2020-08-11 | 131 holdings | $248.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.7K | 5,418 | 0.7% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $1.7K | 37,927 | 0.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.7K | 20,827 | 0.7% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $1.8K | 6,232 | 0.7% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $2.1K | 8,196 | 0.8% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $2.2K | 22,745 | 0.9% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $2.4K | 7,799 | 0.9% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $2.5K | 43,766 | 1.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.6K | 19,292 | 1.0% |
| Ishares TR(VLUE) | EDGE MSCI USA VL | 46432F388 | $2.6K | 34,750 | 1.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.8K | 13,618 | 1.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.9K | 15,159 | 1.2% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $3.4K | 62,138 | 1.4% |
| Healthequity Inc(HQY) | COM | 42226A107 | $3.5K | 65,288 | 1.4% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $3.7K | 64,050 | 1.5% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $3.8K | 106,653 | 1.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $4.0K | 75,853 | 1.6% |
| Fidelity Covington TR(FREL) | MSCI RL EST ETF | 316092857 | $4.1K | 166,895 | 1.7% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $4.6K | 161,985 | 1.8% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $5.0K | 78,013 | 2.0% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $5.4K | 61,222 | 2.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $5.6K | 40,638 | 2.3% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $6.0K | 147,520 | 2.4% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $6.5K | 95,634 | 2.6% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $6.6K | 119,481 | 2.7% |
| Apple Inc(AAPL) | COM | 037833100 | $7.6K | 16,785 | 3.1% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $8.0K | 105,075 | 3.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.4K | 110,597 | 3.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $14.3K | 189,059 | 5.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $16.5K | 274,427 | 6.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $52.5K | 155,932 | 21.2% |