Q3 2020 Holdings
Filed 2020-10-27 | 27 holdings | $184.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $26.6K | 156,405 | 14.4% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $24.7K | 453,932 | 13.4% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $20.8K | 67,665 | 11.3% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $17.3K | 331,868 | 9.4% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $11.6K | 212,283 | 6.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $11.4K | 98,376 | 6.2% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $11.1K | 190,479 | 6.0% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $10.6K | 181,077 | 5.7% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $9.9K | 338,801 | 5.4% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $6.6K | 118,275 | 3.6% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $5.4K | 41,904 | 2.9% |
| Ishares TR(LRGF) | MSCI USA MULTIFT | 46434V282 | $4.9K | 147,516 | 2.7% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $3.7K | 100,992 | 2.0% |
| Goldman Sachs ETF TR(GSLC) | ACTIVEBETA US LG | 381430503 | $3.3K | 48,797 | 1.8% |
| Ishares TR(INTF) | MSCI INTL MULTFT | 46434V274 | $3.0K | 124,823 | 1.6% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $2.8K | 37,351 | 1.5% |
| Goldman Sachs ETF TR(GSIE) | ACTIVEBETA INT | 381430107 | $2.0K | 70,681 | 1.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $1.8K | 22,332 | 1.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.5K | 25,002 | 0.8% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.3K | 26,133 | 0.7% |
| Ishares TR(SMLF) | MSCI USA SML CP | 46434V290 | $1.1K | 28,377 | 0.6% |
| Goldman Sachs ETF TR(GEM) | ACTIVEBETA EME | 381430206 | $997 | 30,413 | 0.5% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $908 | 10,935 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $395 | 1,176 | 0.2% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $293 | 4,884 | 0.2% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $262 | 2,328 | 0.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $230 | 2,081 | 0.1% |