Q1 2021 Holdings
Filed 2021-05-11 | 11 holdings | $228.5K | 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 | $163.8K | 411,788 | 71.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $29.1K | 140,792 | 12.7% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $15.0K | 289,566 | 6.5% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $13.1K | 135,322 | 5.7% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $2.0K | 8,460 | 0.9% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $2.0K | 20,893 | 0.9% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $1.3K | 4,000 | 0.6% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $821 | 11,128 | 0.4% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $645 | 5,465 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $484 | 1,860 | 0.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $262 | 720 | 0.1% |