Q1 2022 Holdings
Filed 2022-04-08 | 66 holdings | $3.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.4K | 6,862 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $12.5K | 262,348 | 0.3% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $14.6K | 576,045 | 0.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $18.9K | 264,115 | 0.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $19.0K | 107,665 | 0.5% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $21.3K | 193,455 | 0.6% |
| Ishares TR(TFLO) | TRS FLT RT BD | 46434V860 | $21.4K | 424,332 | 0.6% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $28.8K | 569,062 | 0.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $30.2K | 428,694 | 0.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $42.0K | 387,019 | 1.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $48.3K | 201,067 | 1.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $75.9K | 1,391,977 | 2.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $311.0K | 1,921 | 8.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $587.0K | 10,507 | 15.8% |
| Boeing Co(BA) | COM | 097023105 | $1.0M | 5,382 | 27.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.4M | 2,483 | 38.4% |