Q3 2020 Holdings
Filed 2020-10-29 | 161 holdings | $427.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab US Large Cap Growth ETF(SCHG) | COM | 808524300 | $3.1K | 27,333 | 0.7% |
| Spdr S&P MidCap 400 ETF(MDY) | COM | 78467Y107 | $4.0K | 11,791 | 0.9% |
| S&P 500 Spdr Trust(SPY) | COM | 78462F103 | $6.6K | 19,563 | 1.5% |
| iShares Russell Mid Cap Value ETF(IWS) | COM | 464287473 | $7.3K | 89,924 | 1.7% |
| Vanguard Mega Cap Value ETF(MGV) | COM | 921910840 | $12.2K | 159,157 | 2.9% |
| Schwab US Mid Cap ETF(SCHM) | COM | 808524508 | $15.7K | 282,981 | 3.7% |
| Schwab US Small Cap ETF(SCHA) | COM | 808524607 | $25.7K | 376,809 | 6.0% |
| Schwab US Large Cap ETF(SCHX) | COM | 808524201 | $34.2K | 424,616 | 8.0% |
| Carrier Global Corp-Wi(CARR) | COM | 14448C104 | $57.0K | 1,860 | 13.3% |
| Cisco Systems(CSCO) | COM | 17275R102 | $103.0K | 2,621 | 24.1% |
| AbbVie Inc.(ABBV) | COM | 00287Y109 | $140.0K | 1,595 | 32.8% |