Q3 2020 Holdings
Filed 2020-11-04 | 127 holdings | $249.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $2.1K | 8,470 | 0.9% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $2.4K | 41,198 | 0.9% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $2.4K | 7,908 | 0.9% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.5K | 38,080 | 1.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.7K | 13,149 | 1.1% |
| Ishares TR(ICSH) | ULTR SH TRM BD | 46434V878 | $2.7K | 53,046 | 1.1% |
| Ishares TR(VLUE) | MSCI USA VALUE | 46432F388 | $2.8K | 37,227 | 1.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $3.2K | 16,563 | 1.3% |
| Healthequity Inc(HQY) | COM | 42226A107 | $3.5K | 65,188 | 1.4% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $3.6K | 62,481 | 1.4% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $3.8K | 68,858 | 1.5% |
| Fidelity Covington Trust(FREL) | MSCI RL EST ETF | 316092857 | $3.9K | 167,046 | 1.6% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $4.0K | 74,144 | 1.6% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $4.7K | 127,421 | 1.9% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $4.9K | 176,521 | 2.0% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $5.2K | 83,098 | 2.1% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $5.3K | 60,771 | 2.1% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $5.9K | 43,773 | 2.4% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $6.0K | 151,763 | 2.4% |
| Ishares TR(EFAV) | MSCI EAFE MIN VL | 46429B689 | $6.4K | 97,161 | 2.6% |
| Ishares Inc(EEMV) | MSCI EMERG MRKT | 464286533 | $6.6K | 119,397 | 2.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $7.2K | 97,908 | 2.9% |
| Apple Inc(AAPL) | COM | 037833100 | $7.4K | 67,580 | 3.0% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $10.0K | 132,947 | 4.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $13.8K | 184,886 | 5.6% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $15.9K | 270,321 | 6.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $53.6K | 161,829 | 21.5% |