Q4 2020 Holdings
Filed 2021-03-01 | 24 holdings | $105.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $14.4K | 122,981 | 13.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $11.8K | 31,346 | 11.1% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $11.6K | 424,636 | 10.9% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $10.2K | 73,756 | 9.6% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $8.8K | 101,915 | 8.3% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $6.6K | 119,514 | 6.2% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $6.3K | 137,861 | 5.9% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $5.2K | 124,080 | 4.9% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $4.5K | 44,496 | 4.2% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $4.3K | 39,234 | 4.1% |
| Ishares TR(VLUE) | MSCI USA VALUE | 46432F388 | $3.8K | 43,392 | 3.6% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $2.7K | 17,029 | 2.5% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $2.3K | 33,728 | 2.2% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $2.1K | 7,144 | 2.0% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.1K | 19,234 | 2.0% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $1.9K | 15,672 | 1.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.8K | 25,555 | 1.7% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $1.4K | 16,580 | 1.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.2K | 12,836 | 1.1% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $962 | 2,939 | 0.9% |
| Ishares U S ETF TR(MEAR) | BLACKROCK SHORT | 46431W838 | $949 | 18,886 | 0.9% |
| CVS Health Corp(CVS) | COM | 126650100 | $492 | 7,208 | 0.5% |
| Sysco Corp(SYY) | COM | 871829107 | $395 | 5,321 | 0.4% |
| Archer Daniels Midland Co(ADM) | COM | 039483102 | $250 | 4,967 | 0.2% |