Q3 2021 Holdings
Filed 2021-10-15 | 16 holdings | $123.7K | 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 | $44.8K | 102,873 | 36.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $22.6K | 93,555 | 18.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $18.9K | 141,375 | 15.3% |
| Janus Detroit STR TR(JMBS) | HENDERSON MTG | 47103U852 | $11.6K | 219,103 | 9.4% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $11.0K | 113,784 | 8.9% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $8.8K | 192,924 | 7.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $1.6K | 15,365 | 1.3% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 10,908 | 1.2% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $631 | 9,034 | 0.5% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $502 | 3,191 | 0.4% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $369 | 6,658 | 0.3% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $312 | 7,931 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $297 | 1,325 | 0.2% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $290 | 4,706 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $266 | 954 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $266 | 82 | 0.2% |