Q4 2020 Holdings
Filed 2021-01-21 | 19 holdings | $160.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $60.3K | 284,583 | 37.6% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $15.6K | 69,775 | 9.7% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $13.8K | 117,797 | 8.6% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $12.4K | 182,662 | 7.7% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $11.9K | 203,938 | 7.4% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $11.8K | 428,229 | 7.4% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $7.1K | 40,742 | 4.5% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.7K | 29,058 | 3.6% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $4.7K | 51,745 | 2.9% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $3.1K | 32,186 | 1.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.1K | 15,914 | 1.9% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.9K | 33,259 | 1.8% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $2.2K | 41,980 | 1.4% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $1.2K | 7,814 | 0.8% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.2K | 22,706 | 0.7% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $982 | 8,471 | 0.6% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $939 | 13,702 | 0.6% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $719 | 12,780 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $532 | 5,854 | 0.3% |