Q1 2022 Holdings
Filed 2022-05-13 | 34 holdings | $114.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard(VEA) | Ftse Developed Markets ETF | 921943858 | $14.7K | 305,587 | 12.8% |
| Vanguard(BNDX) | Total International Bond ETF | 92203J407 | $13.4K | 255,967 | 11.7% |
| Vanguard(VCSH) | Short-Term Corporate Bond ETF | 92206C409 | $11.6K | 148,524 | 10.1% |
| Schwab(SCHO) | Short Term US ETF | 808524862 | $11.1K | 224,189 | 9.7% |
| Vanguard(VB) | Small-Cap ETF | 922908751 | $8.7K | 40,981 | 7.6% |
| Vanguard(VHT) | Health Care ETF | 92204A504 | $7.7K | 30,173 | 6.7% |
| Vanguard(VIOV) | SMLCP 600 VAL ETF | 921932778 | $7.0K | 39,299 | 6.1% |
| Vanguard(VOO) | S&P 500 ETF | 922908363 | $6.4K | 15,369 | 5.6% |
| Vanguard(VTV) | Value ETF | 922908744 | $5.1K | 34,500 | 4.5% |
| DFA(DFAR) | Us Real Estate ETF | 25434V823 | $5.1K | 186,279 | 4.4% |
| iShares(EFA) | MSCI Eafe ETF | 464287465 | $4.1K | 55,630 | 3.6% |
| iShares(IVV) | Core S&P 500 ETF | 464287200 | $3.7K | 8,123 | 3.2% |
| Vanguard(VNQ) | Reit ETF | 922908553 | $1.7K | 15,809 | 1.5% |
| Vanguard(VTI) | Total Stock Market ETF | 922908769 | $1.5K | 6,764 | 1.3% |
| Schwab(FNDX) | Fundamental US ETF | 808524771 | $1.5K | 25,469 | 1.3% |
| Berkshire Hathaway Inc B(BRK/B) | B SHARES | 084670702 | $1.3K | 3,790 | 1.2% |
| Spdr(SLYV) | S&P 600 Small Cap ETF | 78464A300 | $1.3K | 15,892 | 1.2% |
| Spdr(SPY) | S&P 500 ETF | 78462F103 | $977 | 2,162 | 0.9% |
| Apple Inc(AAPL) | COM | 037833100 | $946 | 5,421 | 0.8% |
| iShares(SCZ) | MSCI Eafe Small-Cap ETF | 464288273 | $773 | 11,649 | 0.7% |
| Realty Income Corp(O) | COM | 756109104 | $767 | 11,061 | 0.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $741 | 2,402 | 0.6% |
| Schwab(SCHR) | Intermediate Term ETF | 808524854 | $675 | 12,673 | 0.6% |
| Draftkings Inc(XOM) | COM | 30231G102 | $631 | 7,642 | 0.6% |
| Nucor Corp(NUE) | COM | 670346105 | $456 | 3,065 | 0.4% |
| Vanguard(VIG) | Dividend Appreciation ETF | 921908844 | $455 | 2,805 | 0.4% |
| iShares(IEMG) | Core MSCI Emerging Markets ETF | 46434G103 | $374 | 6,725 | 0.3% |
| Schwab(SCHD) | US Dividend ETF | 808524797 | $340 | 4,309 | 0.3% |
| iShares | Ibnd Mar 2023 Trm | 46432FAN7 | $286 | 11,760 | 0.2% |
| DFA(DFAS) | Tax-Managed Us Small Cap | 25434V500 | $284 | 5,069 | 0.2% |
| Coca-Cola Co(KO) | COM | 191216100 | $267 | 4,307 | 0.2% |
| iShares(ACWV) | Edge MSCI Min Vol Global ETF | 464286525 | $249 | 2,372 | 0.2% |
| Spdr(MDY) | S&P Midcap 400 ETF | 78467Y107 | $245 | 500 | 0.2% |
| PowerShares(QQQ) | Qqq ETF | 46090E103 | $218 | 602 | 0.2% |