Q3 2022 Holdings
Filed 2022-11-08 | 10 holdings | $55.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $31.5K | 95,837 | 56.8% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $7.0K | 117,698 | 12.7% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $5.7K | 157,375 | 10.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.8K | 20,075 | 6.8% |
| Vanguard Admiral FDS Inc(IVOO) | MIDCP 400 IDX | 921932885 | $2.6K | 17,565 | 4.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.9K | 51,520 | 3.4% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.7K | 9,995 | 3.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $446 | 5,560 | 0.8% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $437 | 8,876 | 0.8% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $342 | 4,208 | 0.6% |