Q3 2022 Holdings
Filed 2022-10-12 | 60 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $17.3K | 179,278 | 0.9% |
| Vanguard Scottsdale FDS(VMBS) | MTG-BKD SECS ETF | 92206C771 | $19.7K | 436,421 | 1.0% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $20.2K | 177,179 | 1.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $21.8K | 132,377 | 1.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $22.6K | 403,466 | 1.1% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $51.0K | 258,260 | 2.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $325.0K | 2,880 | 16.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $336.0K | 711 | 17.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $435.0K | 10,879 | 22.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $617.0K | 6,450 | 31.3% |