Q4 2019 Holdings
Filed 2020-02-13 | 44 holdings | $96.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total Stock Mkt(VTI) | TOTAL STK MKT | 922908769 | $18.0K | 110,076 | 18.6% |
| iShares Treasury 7-10 Yr Bond(IEF) | BARCLAYS 7 10 YR | 464287440 | $13.4K | 121,883 | 13.9% |
| Schwab Emg Mkt Equity ETF(SCHE) | EMRG MKTEQ ETF | 808524706 | $5.7K | 209,993 | 5.9% |
| Vanguard Consumer Staples(VDC) | CONSUM STP ETF | 92204A207 | $4.9K | 30,375 | 5.1% |
| iShares US Financials ETF(IYF) | U.S. FINLS ETF | 464287788 | $4.8K | 35,125 | 5.0% |
| iShares US Tech ETF(IYW) | U.S. TECH ETF | 464287721 | $3.8K | 16,513 | 4.0% |
| Schwab US Tips ETF(SCHP) | US TIPS ETF | 808524870 | $3.8K | 67,670 | 4.0% |
| Apple Computer Inc(AAPL) | COM | 037833100 | $3.3K | 11,222 | 3.4% |
| Schwab US Lg-Cap Growth ETF(SCHG) | US LCAP GR ETF | 808524300 | $3.2K | 34,166 | 3.3% |
| Schwab US Lg-Cap Value ETF(SCHV) | US LCAP VA ETF | 808524409 | $2.9K | 47,971 | 3.0% |
| iShares US Healthcare ETF(IYH) | US HLTHCARE ETF | 464287762 | $2.5K | 11,635 | 2.6% |
| Schwab Intermediate Term(SCHR) | INTRM TRM TRES | 808524854 | $2.3K | 41,705 | 2.4% |
| S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $2.1K | 6,457 | 2.1% |
| Vanguard Intl Eqty Index(VEU) | ALLWRLD EX US | 922042775 | $2.0K | 37,159 | 2.1% |
| Invesco S&p500 Equal Weight Utilities ETF(RSPU) | S&P500 EQL UTL | 46137V274 | $2.0K | 18,710 | 2.1% |
| Waste Management Inc Del(WM) | COM | 94106L109 | $1.8K | 16,112 | 1.9% |
| Schwab Short-Term US Trsr ETF(SCHO) | SHT TM US TRES | 808524862 | $1.7K | 33,065 | 1.7% |
| Vanguard Russell(VONG) | VNG RUS1000GRW | 92206C680 | $1.5K | 8,297 | 1.5% |
| Schwab US Mid-Cap ETF(SCHM) | US MID-CAP ETF | 808524508 | $1.5K | 24,836 | 1.5% |
| iShares US Energy ETF(IYE) | U.S. ENERGY ETF | 464287796 | $1.4K | 42,535 | 1.4% |
| Lilly Eli & Company(LLY) | COM | 532457108 | $1.3K | 9,638 | 1.3% |
| Sector Spdr Financials(XLF) | SBI INT-FINL | 81369Y605 | $1.1K | 35,500 | 1.1% |
| Vanguard Russell(VONV) | VNG RUS1000VAL | 92206C714 | $1.1K | 9,122 | 1.1% |
| New York Cmnty Bancorp(NYCBEUR) | COM | 649445103 | $1.0K | 85,000 | 1.1% |
| Chevron Corporation(CVX) | COM | 166764100 | $987 | 8,192 | 1.0% |
| Ishares Russell(IWV) | RUSSELL 3000 ETF | 464287689 | $899 | 4,770 | 0.9% |
| Schwab Int'l Equity ETF(SCHF) | INTL EQTY ETF | 808524805 | $829 | 24,654 | 0.9% |
| Schwab US Agg Bond ETF(SCHZ) | US AGGREGATE B | 808524839 | $745 | 13,949 | 0.8% |
| Schwab US Small-Cap ETF(SCHA) | US SML CAP ETF | 808524607 | $692 | 9,153 | 0.7% |
| Pfizer Incorporated(PFE) | COM | 717081103 | $611 | 15,597 | 0.6% |
| Vanguard Small Cap Valu(VBR) | SM CP VAL ETF | 922908611 | $589 | 4,297 | 0.6% |
| Home Depot Inc(HD) | COM | 437076102 | $494 | 2,261 | 0.5% |
| Vanguard Russell 2000 Value ETF(VTWV) | VNG RUS2000VAL | 92206C649 | $485 | 4,326 | 0.5% |
| Amazon Com Inc(AMZN) | COM | 023135106 | $440 | 238 | 0.5% |
| Delta Air Lines Inc(DAL) | COM | 247361702 | $394 | 6,734 | 0.4% |
| Ishares Russell(IWF) | RUS 1000 GRW ETF | 464287614 | $389 | 2,210 | 0.4% |
| Vanguard Russell 2000 Growth ETF(VTWG) | VNG RUS2000GRW | 92206C623 | $374 | 2,398 | 0.4% |
| Vanguard Small Cap Grwth(VBK) | SML CP GRW ETF | 922908595 | $338 | 1,699 | 0.3% |
| American Woodmark Co(AMWD) | COM | 030506109 | $334 | 3,200 | 0.3% |
| Vanguard Msci Eafe Etf(VEA) | FTSE DEV MKT ETF | 921943858 | $311 | 7,047 | 0.3% |
| Bank of America Corp(BAC) | COM | 060505104 | $310 | 8,800 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $229 | 1,454 | 0.2% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $205 | 153 | 0.2% |
| Ford Motor Company New(F) | COM | 345370860 | $106 | 11,380 | 0.1% |