Q4 2021 Holdings
Filed 2022-02-10 | 19 holdings | $114.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $19.3K | 84,815 | 16.8% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $13.8K | 37,690 | 12.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $13.4K | 29,647 | 11.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $11.6K | 144,381 | 10.1% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $11.4K | 134,290 | 10.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $11.3K | 141,200 | 9.9% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $11.2K | 130,347 | 9.7% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $7.9K | 76,007 | 6.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.8K | 95,012 | 4.2% |
| Vaneck Merk Gold TR(OUNZ) | GOLD TRUST | 921078101 | $3.2K | 177,203 | 2.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.7K | 16,250 | 1.5% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $1.7K | 25,806 | 1.4% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.0K | 16,700 | 0.9% |
| Eaton Vance MUN BD FD(EIM) | COM | 27827X101 | $564 | 44,946 | 0.5% |
| NRG Energy Inc(NRG) | COM NEW | 629377508 | $544 | 13,639 | 0.5% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $526 | 7,197 | 0.5% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $323 | 5,110 | 0.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $280 | 1,600 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $249 | 1,498 | 0.2% |