Q4 2021 Holdings
Filed 2022-02-07 | 16 holdings | $102.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $41.8K | 95,785 | 40.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $25.5K | 105,778 | 25.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $9.0K | 39,831 | 8.8% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.8K | 173,141 | 8.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.5K | 111,835 | 5.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.7K | 9,981 | 4.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.6K | 5,256 | 1.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $981 | 25,248 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $737 | 4,148 | 0.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $677 | 22,856 | 0.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $665 | 5,808 | 0.6% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $664 | 1,513 | 0.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $625 | 5,392 | 0.6% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $451 | 100 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $289 | 605 | 0.3% |
| Pearson PLC(PSO) | SPONSORED ADR | 705015105 | $176 | 21,000 | 0.2% |