Q1 2020 Holdings
Filed 2020-04-03 | 174 holdings | $172.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Inc(EUSA) | MSCI EQUAL WEITE | 464286681 | $1.4K | 29,289 | 0.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.5K | 24,416 | 0.9% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 5,842 | 0.9% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.6K | 36,050 | 0.9% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $1.9K | 104,393 | 1.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.9K | 33,724 | 1.1% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $1.9K | 78,729 | 1.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.1K | 15,989 | 1.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.2K | 8,442 | 1.3% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $2.2K | 43,233 | 1.3% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $2.4K | 29,960 | 1.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $2.5K | 59,943 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.7K | 20,819 | 1.6% |
| Ishares Inc(ACWV) | MIN VOL GBL ETF | 464286525 | $3.3K | 41,013 | 1.9% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $4.1K | 76,285 | 2.4% |
| JP Morgan Exchange Traded FD | DIV RTN GLB EQ | 46641Q100 | $4.6K | 96,481 | 2.7% |
| Procter & Gamble Co(PG) | COM | 742718109 | $5.2K | 47,212 | 3.0% |
| Invesco Exchng Traded FD TR(SPLV) | S&P 500 LOW VOL | 46138E354 | $5.3K | 113,490 | 3.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $6.8K | 85,656 | 3.9% |
| JP Morgan Exchange Traded FD(JPST) | ULTRA SHRT INC | 46641Q837 | $8.1K | 162,800 | 4.7% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $15.1K | 152,708 | 8.7% |
| SSgA Active ETF TR(TOTL) | SPDR TR TACTIC | 78467V848 | $19.9K | 415,659 | 11.5% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $23.7K | 223,066 | 13.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $34.0K | 195 | 19.7% |