Q1 2021 Holdings
Filed 2021-04-20 | 9 holdings | $105.6K | 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 | $29.8K | 74,984 | 28.2% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $20.7K | 252,221 | 19.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $19.5K | 171,018 | 18.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $16.1K | 148,080 | 15.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $9.8K | 107,190 | 9.3% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $4.3K | 80,217 | 4.1% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $3.8K | 57,401 | 3.6% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.3K | 29,730 | 1.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $252 | 4,680 | 0.2% |