Q3 2020 Holdings
Filed 2020-10-19 | 27 holdings | $131.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $22.1K | 65,718 | 16.8% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $16.1K | 210,915 | 12.2% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $11.5K | 127,549 | 8.7% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $11.0K | 81,946 | 8.4% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $10.2K | 365,471 | 7.8% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $7.3K | 63,104 | 5.6% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $7.2K | 201,000 | 5.4% |
| Ishares TR(VLUE) | EDGE MSCI USA VL | 46432F388 | $5.1K | 68,748 | 3.9% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $5.0K | 90,168 | 3.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $4.8K | 80,117 | 3.7% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $4.6K | 17,540 | 3.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.4K | 63,083 | 3.4% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $4.2K | 13,905 | 3.2% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $4.1K | 92,455 | 3.1% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $3.1K | 48,385 | 2.3% |
| Ishares TR(IYG) | U.S. FIN SVC ETF | 464287770 | $2.1K | 17,461 | 1.6% |
| Ishares US ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $2.0K | 40,559 | 1.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.9K | 5,814 | 1.5% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $1.9K | 11,593 | 1.4% |
| Spdr SER TR(TFI) | NUVEEN BRC MUNIC | 78468R721 | $676 | 13,025 | 0.5% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $665 | 3,770 | 0.5% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $397 | 10,795 | 0.3% |
| Ishares TR(IYF) | U.S. FINLS ETF | 464287788 | $339 | 2,986 | 0.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $320 | 1 | 0.2% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $280 | 2,302 | 0.2% |
| Spdr Series Trust(SPLB) | PORTFOLIO LN COR | 78464A367 | $248 | 7,798 | 0.2% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $204 | 3,519 | 0.2% |