Q3 2021 Holdings
Filed 2021-11-12 | 111 holdings | $826.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $4.6K | 16,208 | 0.6% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $4.6K | 28,187 | 0.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.6K | 1,410 | 0.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $5.2K | 1,948 | 0.6% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $6.0K | 78,022 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $8.8K | 61,836 | 1.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $9.7K | 93,506 | 1.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $9.8K | 33,607 | 1.2% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $12.1K | 81,876 | 1.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $268.0K | 2,487 | 32.4% |
| Boeing Co(BA) | COM | 097023105 | $394.0K | 1,790 | 47.7% |