Q2 2021 Holdings
Filed 2021-07-22 | 17 holdings | $123.4K | 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 | $45.1K | 103,982 | 36.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $21.9K | 94,020 | 17.8% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $19.0K | 139,722 | 15.4% |
| Janus Detroit STR TR(JMBS) | HENDERSON MTG | 47103U852 | $11.4K | 215,050 | 9.3% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $10.6K | 110,751 | 8.6% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $8.5K | 185,499 | 6.9% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $2.0K | 19,815 | 1.7% |
| Apple Inc(AAPL) | COM | 037833100 | $1.6K | 11,000 | 1.3% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $641 | 9,134 | 0.5% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $431 | 3,191 | 0.3% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $361 | 6,488 | 0.3% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $353 | 8,861 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $329 | 1,325 | 0.3% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $295 | 4,706 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $293 | 82 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $265 | 954 | 0.2% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $205 | 4,545 | 0.2% |