Q4 2021 Holdings
Filed 2022-02-23 | 74 holdings | $622.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $378.0K | 8,903 | 60.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $15.9K | 108,240 | 2.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $14.5K | 45,316 | 2.3% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $10.6K | 123,811 | 1.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $10.5K | 129,610 | 1.7% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $9.8K | 178,401 | 1.6% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $9.6K | 358,066 | 1.5% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $9.2K | 69,697 | 1.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.4K | 73,109 | 1.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $7.6K | 101,622 | 1.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.3K | 143,500 | 1.2% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $7.1K | 116,421 | 1.1% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $7.0K | 137,870 | 1.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $6.8K | 83,786 | 1.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $6.0K | 21,127 | 1.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $5.8K | 18,875 | 0.9% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $5.3K | 128,057 | 0.8% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $4.5K | 73,945 | 0.7% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $4.3K | 63,101 | 0.7% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $4.2K | 115,073 | 0.7% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $4.0K | 74,280 | 0.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.9K | 17,190 | 0.6% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $3.9K | 49,400 | 0.6% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $3.9K | 91,696 | 0.6% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $3.8K | 52,468 | 0.6% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $3.8K | 51,230 | 0.6% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $3.8K | 43,142 | 0.6% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $3.7K | 22,043 | 0.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.7K | 74,247 | 0.6% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $3.6K | 70,180 | 0.6% |
| Ishares TR(IGOV) | INTL TREA BD ETF | 464288117 | $3.4K | 68,277 | 0.6% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $2.8K | 12,759 | 0.5% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $2.7K | 47,894 | 0.4% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $2.6K | 56,852 | 0.4% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $2.6K | 12,101 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.6K | 23,250 | 0.4% |
| Spdr SER TR(SPHY) | PORTFLI HIGH YLD | 78468R606 | $2.4K | 88,831 | 0.4% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $2.3K | 8,830 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.3K | 8,892 | 0.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $2.1K | 20,590 | 0.3% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.9K | 64,935 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $1.6K | 17,960 | 0.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.3K | 11,566 | 0.2% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.3K | 21,153 | 0.2% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $1.3K | 13,711 | 0.2% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $1.1K | 21,232 | 0.2% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.0K | 5,843 | 0.2% |
| Vanguard Scottsdale FDS(VTWV) | VNG RUS2000VAL | 92206C649 | $1.0K | 7,164 | 0.2% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $1.0K | 4,013 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.0K | 6,727 | 0.2% |