Q4 2020 Holdings
Filed 2021-02-08 | 11 holdings | $100.1K | 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 | $27.7K | 73,681 | 27.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $20.6K | 248,572 | 20.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $18.7K | 158,582 | 18.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $14.7K | 159,493 | 14.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $8.9K | 104,363 | 8.9% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $3.9K | 74,374 | 3.9% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $3.8K | 59,288 | 3.8% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.3K | 30,343 | 1.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $251 | 4,484 | 0.3% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $247 | 4,213 | 0.2% |
| Vyne Therapeutics Inc | COM NEW | 92941V100 | $39 | 24,855 | 0.0% |