Q1 2020 Holdings
Filed 2020-05-04 | 162 holdings | $88.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares Russell 1000 ETF(IWB) | Exchange-Traded Fund | 464287622 | $24.3K | 179,236 | 27.5% |
| iShares Core S&P Mid-Cap ETF(IJH) | Exchange-Traded Fund | 464287507 | $20.3K | 150,155 | 23.0% |
| iShares National Muni Bond ETF(MUB) | Exchange-Traded Fund | 464288414 | $11.1K | 100,503 | 12.5% |
| iShares Core US Aggregate Bond ETF(AGG) | Exchange-Traded Fund | 464287226 | $10.2K | 88,673 | 11.5% |
| Microsoft Corp(MSFT) | Stock | 594918104 | $4.8K | 31,501 | 5.4% |
| Starbucks Corp(STWD) | Stock | 85571B105 | $3.5K | 55,674 | 4.0% |
| Vanguard Small-Cap ETF(VB) | Exchange-Traded Fund | 922908751 | $2.0K | 18,764 | 2.3% |
| Vanguard Dividend Appreciation ETF(VIG) | Exchange-Traded Fund | 921908844 | $1.4K | 14,262 | 1.6% |
| Amazon.com Inc(AMZN) | Stock | 023135106 | $1.2K | 606 | 1.3% |
| Vanguard Total Stock Market ETF(VTI) | Exchange-Traded Fund | 922908769 | $1.1K | 8,891 | 1.2% |
| Apple Inc(AAPL) | Stock | 037833100 | $912 | 3,786 | 1.0% |
| iShares Core S&P 500 ETF(IVV) | Exchange-Traded Fund | 464287200 | $769 | 3,116 | 0.9% |
| Boeing Co(BA) | Stock | 097023105 | $427 | 3,267 | 0.5% |
| Costco Wholesale Corp(CCI) | Stock | 22822V101 | $406 | 1,425 | 0.5% |
| Berkshire Hathaway Inc B(BRK/B) | Stock | 084670702 | $336 | 1,915 | 0.4% |
| Walmart Inc(WMT) | Stock | 931142103 | $269 | 2,370 | 0.3% |
| Intel Corp(INTC) | Stock | 458140100 | $262 | 5,068 | 0.3% |
| Berkshire Hathaway Inc A(BRK/A) | Stock | 084670108 | $261 | 1 | 0.3% |
| AT&T Inc(T) | Stock | 00206R102 | $236 | 8,426 | 0.3% |
| Merck & Co Inc(MRK) | Stock | 58933Y105 | $194 | 2,632 | 0.2% |
| iShares Msci Eafe ETF(EFA) | Exchange-Traded Fund | 464287465 | $191 | 3,744 | 0.2% |
| U.S. Bancorp(USB) | Stock | 902973304 | $144 | 4,205 | 0.2% |
| iShares Russell Mid-Cap ETF(IWR) | Exchange-Traded Fund | 464287499 | $129 | 3,166 | 0.1% |
| Alphabet Inc A(GOOGL) | Stock | 02079K305 | $128 | 111 | 0.1% |
| Johnson & Johnson(JNJ) | Stock | 478160104 | $121 | 940 | 0.1% |
| Schwab US Dividend Equity ETF(SCHD) | Exchange-Traded Fund | 808524797 | $117 | 2,686 | 0.1% |
| Bank of America Corp(BAC) | Stock | 060505104 | $116 | 5,898 | 0.1% |
| iShares Russell Mid-Cap Growth ETF(IWP) | Exchange-Traded Fund | 464287481 | $98 | 850 | 0.1% |
| iShares Russell Mid-Cap Value ETF(IWS) | Exchange-Traded Fund | 464287473 | $98 | 1,620 | 0.1% |
| Cisco Systems Inc(CSCO) | Stock | 17275R102 | $97 | 2,552 | 0.1% |
| Exxon Mobil Corp(XOM) | Stock | 30231G102 | $87 | 2,293 | 0.1% |
| Idacorp Inc(IDA) | Stock | 451107106 | $84 | 984 | 0.1% |
| Tesla Inc(TER) | Stock | 880770102 | $81 | 170 | 0.1% |
| Spdr S&P 600 Small Cap Growth ETF(SLYG) | Exchange-Traded Fund | 78464A201 | $78 | 1,840 | 0.1% |
| Spdr S&P 500 ETF Trust(SPY) | Exchange-Traded Fund | 78462F103 | $78 | 320 | 0.1% |
| iShares Tips Bond ETF(TIP) | Exchange-Traded Fund | 464287176 | $76 | 645 | 0.1% |
| AbbVie Inc(ABBV) | Stock | 00287Y109 | $76 | 1,044 | 0.1% |
| Digital Realty Trust Inc(DISCAUSD) | Stock | 25470F104 | $75 | 560 | 0.1% |
| Cleanspark Inc(CLSK) | Stock | 18452B209 | $73 | 63,706 | 0.1% |
| Invesco S&P 500 High Div Low Vol ETF(SPHD) | Exchange-Traded Fund | 46138E362 | $65 | 2,300 | 0.1% |
| Vanguard Real Estate ETF(VNQ) | Exchange-Traded Fund | 922908553 | $64 | 993 | 0.1% |
| JPMorgan Chase & Co(JPM) | Stock | 46625H100 | $64 | 713 | 0.1% |
| Baxter International Inc(BAX) | Stock | 071813109 | $62 | 800 | 0.1% |
| Procter & Gamble Co(PG) | Stock | 742718109 | $62 | 574 | 0.1% |
| iShares Russell 3000 ETF(IWV) | Exchange-Traded Fund | 464287689 | $60 | 428 | 0.1% |
| Verizon Communications Inc(VZ) | Stock | 92343V104 | $60 | 1,146 | 0.1% |
| Amgen Inc(AMGN) | Stock | 031162100 | $57 | 286 | 0.1% |
| Chevron Corp(CVX) | Stock | 166764100 | $53 | 742 | 0.1% |
| Vanguard Ftse Developed Markets ETF(VEA) | Exchange-Traded Fund | 921943858 | $53 | 1,691 | 0.1% |
| Invesco S&P 500 Quality ETF(SPHQ) | Exchange-Traded Fund | 46137V241 | $53 | 1,840 | 0.1% |