Q4 2020 Holdings
Filed 2021-01-19 | 26 holdings | $146.0K | 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 | $27.4K | 72,896 | 18.7% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $23.6K | 274,081 | 16.1% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $11.5K | 113,691 | 7.9% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $11.0K | 79,438 | 7.5% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $10.7K | 254,429 | 7.3% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $8.8K | 321,805 | 6.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $8.5K | 72,514 | 5.8% |
| Ishares TR(VLUE) | EDGE MSCI USA VL | 46432F388 | $6.2K | 70,837 | 4.2% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $5.1K | 92,438 | 3.5% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $5.0K | 16,705 | 3.4% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $4.4K | 13,536 | 3.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $4.4K | 40,048 | 3.0% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $3.9K | 86,484 | 2.7% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $3.4K | 49,447 | 2.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $3.0K | 43,117 | 2.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.9K | 31,903 | 2.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.9K | 5,055 | 1.3% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $1.6K | 10,375 | 1.1% |
| Spdr SER TR(TFI) | NUVEEN BRC MUNIC | 78468R721 | $637 | 12,143 | 0.4% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $499 | 4,366 | 0.3% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $357 | 2,979 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $348 | 1 | 0.2% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $343 | 9,216 | 0.2% |
| Spdr Series Trust(SPLB) | PORTFOLIO LN COR | 78464A367 | $258 | 7,798 | 0.2% |
| Wisdomtree TR | EMERG MKTS DIV | 97717X214 | $211 | 5,900 | 0.1% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $201 | 4,568 | 0.1% |