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 |
|---|---|---|---|---|---|
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $3.9K | 91,696 | 0.6% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $3.9K | 49,400 | 0.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.9K | 17,190 | 0.6% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $4.0K | 74,280 | 0.6% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $4.2K | 115,073 | 0.7% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $4.3K | 63,101 | 0.7% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $4.5K | 73,945 | 0.7% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $5.3K | 128,057 | 0.8% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $5.8K | 18,875 | 0.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $6.0K | 21,127 | 1.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $6.8K | 83,786 | 1.1% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $7.0K | 137,870 | 1.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $7.1K | 116,421 | 1.1% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.3K | 143,500 | 1.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $7.6K | 101,622 | 1.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.4K | 73,109 | 1.3% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $9.2K | 69,697 | 1.5% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $9.6K | 358,066 | 1.5% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $9.8K | 178,401 | 1.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $10.5K | 129,610 | 1.7% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $10.6K | 123,811 | 1.7% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $14.5K | 45,316 | 2.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $15.9K | 108,240 | 2.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $378.0K | 8,903 | 60.7% |