Q4 2021 Holdings
Filed 2022-01-14 | 18 holdings | $136.6K | 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 | $50.8K | 105,931 | 37.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $24.4K | 96,472 | 17.9% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $20.2K | 149,937 | 14.8% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $12.8K | 120,469 | 9.4% |
| Janus Detroit STR TR(JMBS) | HENDERSON MTG | 47103U852 | $12.3K | 233,408 | 9.0% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $9.5K | 210,559 | 7.0% |
| Apple Inc(AAPL) | COM | 037833100 | $2.0K | 10,885 | 1.4% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $973 | 9,006 | 0.7% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $546 | 7,462 | 0.4% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $536 | 3,191 | 0.4% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $440 | 8,014 | 0.3% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $382 | 6,685 | 0.3% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $320 | 4,706 | 0.2% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $316 | 7,931 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $298 | 3,535 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $295 | 1,325 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $294 | 954 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $275 | 82 | 0.2% |