Q4 2020 Holdings
Filed 2021-02-16 | 27 holdings | $209.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Core U S Aggregate Bond Etf(AGG) | ETF | 464287226 | $34.5K | 295,040 | 16.5% |
| Ishares Core Msci Eafe Etf(IEFA) | ETF | 46432F842 | $33.3K | 464,471 | 15.9% |
| Spdr Portfolio S&p 500 Growth Etf(SPYG) | ETF | 78464A409 | $30.2K | 523,046 | 14.4% |
| Spdr Portfolio S&p 500 Value Etf(SPYV) | ETF | 78464A508 | $30.0K | 838,527 | 14.4% |
| Vanguard Short Term Inflation Protected Securities Etf(VTIP) | ETF | 922020805 | $22.9K | 445,113 | 10.9% |
| Ishares Core S&p Small Cap Etf(IJR) | ETF | 464287804 | $20.1K | 189,627 | 9.6% |
| Ishares Core Intl Aggregate Bond Etf(IAGG) | ETF | 46435G672 | $11.2K | 201,550 | 5.4% |
| Ishares Core Msci Emerging Markets Etf(IEMG) | ETF | 46434G103 | $10.8K | 158,259 | 5.2% |
| Ishares 1-3 Yr Treasury Bond Etf(SHY) | ETF | 464287457 | $8.1K | 93,359 | 3.9% |
| Apple Inc(AAPL) | Common Stock | 037833100 | $2.4K | 17,955 | 1.2% |
| Amazon.com Inc(AMZN) | Common Stock | 023135106 | $690 | 210 | 0.3% |
| Philip Morris Intl Inc(PM) | Common Stock | 718172109 | $607 | 7,060 | 0.3% |
| Exxon Mobil Corp(XOM) | Common Stock | 30231G102 | $384 | 7,503 | 0.2% |
| Microsoft Corp(MSFT) | Common Stock | 594918104 | $380 | 1,564 | 0.2% |
| Altria Group Inc(MO) | Common Stock | 02209S103 | $376 | 8,643 | 0.2% |
| Chevron Corp(CVX) | Common Stock | 166764100 | $340 | 3,671 | 0.2% |
| Berkshire Hathaway Inc Cl B New(BRK/B) | Common Stock | 084670702 | $302 | 1,260 | 0.1% |
| Ppl Corp(PPL) | Common Stock | 69351T106 | $301 | 10,722 | 0.1% |
| Jpmorgan Chase & Co(JPM) | Common Stock | 46625H100 | $293 | 2,098 | 0.1% |
| Johnson & Johnson(JNJ) | Common Stock | 478160104 | $265 | 1,586 | 0.1% |
| Lowes Companies Inc(LOW) | Common Stock | 548661107 | $247 | 1,394 | 0.1% |
| Verizon Communications Inc(VZ) | Common Stock | 92343V104 | $240 | 4,375 | 0.1% |
| Mondelez International Inc Cl A(MDLZ) | Common Stock | 609207105 | $236 | 4,267 | 0.1% |
| Pnc Financial Services Group Inc(PNC) | Common Stock | 693475105 | $231 | 1,444 | 0.1% |
| Procter & Gamble Co(PG) | Common Stock | 742718109 | $229 | 1,783 | 0.1% |
| Fs Kkr Capital Corp New(FSK) | Common Stock | 302635206 | $222 | 11,886 | 0.1% |
| Walt Disney Co(DIS) | Common Stock | 254687106 | $201 | 1,058 | 0.1% |