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 Core S&P 500 ETF(IVV) | Exchange-Traded Fund | 464287200 | $769 | 3,116 | 0.9% |
| Apple Inc(AAPL) | Stock | 037833100 | $912 | 3,786 | 1.0% |
| Vanguard Total Stock Market ETF(VTI) | Exchange-Traded Fund | 922908769 | $1.1K | 8,891 | 1.2% |
| Amazon.com Inc(AMZN) | Stock | 023135106 | $1.2K | 606 | 1.3% |
| Vanguard Dividend Appreciation ETF(VIG) | Exchange-Traded Fund | 921908844 | $1.4K | 14,262 | 1.6% |
| Vanguard Small-Cap ETF(VB) | Exchange-Traded Fund | 922908751 | $2.0K | 18,764 | 2.3% |
| Starbucks Corp(STWD) | Stock | 85571B105 | $3.5K | 55,674 | 4.0% |
| Microsoft Corp(MSFT) | Stock | 594918104 | $4.8K | 31,501 | 5.4% |
| iShares Core US Aggregate Bond ETF(AGG) | Exchange-Traded Fund | 464287226 | $10.2K | 88,673 | 11.5% |
| iShares National Muni Bond ETF(MUB) | Exchange-Traded Fund | 464288414 | $11.1K | 100,503 | 12.5% |
| iShares Core S&P Mid-Cap ETF(IJH) | Exchange-Traded Fund | 464287507 | $20.3K | 150,155 | 23.0% |
| iShares Russell 1000 ETF(IWB) | Exchange-Traded Fund | 464287622 | $24.3K | 179,236 | 27.5% |