Q1 2021 Holdings
Filed 2021-04-20 | 63 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Whitehall FDS(VIGI) | INTL DVD ETF | 921946810 | $2.3K | 27,178 | 0.2% |
| Sprott Physical Gold TR(PHYS/U) | UNIT | 85207H104 | $2.9K | 217,867 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.1K | 13,145 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $3.2K | 44,216 | 0.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $3.4K | 47,677 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.7K | 43,534 | 0.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $7.7K | 29,935 | 0.5% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $10.9K | 92,118 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $13.1K | 33,050 | 0.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $15.9K | 60,997 | 1.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $51.3K | 349,116 | 3.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $566.0K | 5,231 | 37.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $772.0K | 14,923 | 51.7% |