Q2 2021 Holdings
Filed 2021-07-26 | 60 holdings | $169.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $17.6K | 195,586 | 10.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $15.8K | 248,518 | 9.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $12.8K | 155,664 | 7.5% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $12.6K | 230,005 | 7.4% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $11.3K | 50,129 | 6.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $8.4K | 60,951 | 4.9% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $7.3K | 52,094 | 4.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $6.8K | 23,634 | 4.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.6K | 103,633 | 3.3% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $4.9K | 110,935 | 2.9% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $4.5K | 121,869 | 2.6% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $4.4K | 147,903 | 2.6% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $4.4K | 18,518 | 2.6% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $3.8K | 121,998 | 2.2% |
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $3.2K | 105,851 | 1.9% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $3.2K | 81,470 | 1.9% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $3.2K | 11,602 | 1.9% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $2.9K | 46,214 | 1.7% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.8K | 54,298 | 1.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.6K | 15,190 | 1.6% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $2.4K | 15,326 | 1.4% |
| Spdr SER TR(MDYV) | S&P 400 MDCP VAL | 78464A839 | $2.0K | 29,896 | 1.2% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $2.0K | 28,901 | 1.2% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $2.0K | 8,333 | 1.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $1.4K | 30,204 | 0.8% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.3K | 16,516 | 0.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.3K | 38,369 | 0.7% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $1.3K | 14,632 | 0.7% |
| Spdr SER TR(MDYG) | S&P 400 MDCP GRW | 78464A821 | $1.2K | 15,035 | 0.7% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $1.1K | 3,780 | 0.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.0K | 6,500 | 0.6% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.0K | 10,552 | 0.6% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $939 | 8,164 | 0.6% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $855 | 12,282 | 0.5% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $816 | 3,558 | 0.5% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $805 | 7,110 | 0.5% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $785 | 9,909 | 0.5% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $728 | 9,812 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $693 | 2,920 | 0.4% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $648 | 11,577 | 0.4% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $647 | 11,324 | 0.4% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $622 | 3,752 | 0.4% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $591 | 8,720 | 0.3% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $577 | 15,718 | 0.3% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $527 | 11,699 | 0.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $447 | 5,402 | 0.3% |
| Ishares TR(IGIB) | ISHS 5-10YR INVT | 464288638 | $423 | 6,995 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $404 | 940 | 0.2% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $370 | 4,635 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $335 | 2,907 | 0.2% |