Q1 2021 Holdings
Filed 2021-04-26 | 19 holdings | $169.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $64.8K | 289,478 | 38.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $17.1K | 72,102 | 10.1% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $14.4K | 207,946 | 8.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $13.7K | 118,207 | 8.1% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $12.8K | 444,058 | 7.6% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $11.9K | 196,100 | 7.0% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $7.5K | 40,589 | 4.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.6K | 25,188 | 3.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $5.5K | 56,386 | 3.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.2K | 15,615 | 1.9% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $2.9K | 26,594 | 1.7% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.9K | 33,172 | 1.7% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $2.1K | 38,907 | 1.3% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $1.4K | 7,582 | 0.8% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.2K | 23,132 | 0.7% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $977 | 8,974 | 0.6% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $977 | 13,217 | 0.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $538 | 5,603 | 0.3% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $264 | 4,545 | 0.2% |