Q1 2022 Holdings
Filed 2022-04-14 | 21 holdings | $156.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $50.1K | 110,088 | 32.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $24.0K | 100,506 | 15.4% |
| Janus Detroit STR TR(JMBS) | HENDERSON MTG | 47103U852 | $22.8K | 459,957 | 14.6% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $19.7K | 157,377 | 12.6% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $15.4K | 352,028 | 9.9% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $12.4K | 127,312 | 7.9% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $4.5K | 87,700 | 2.9% |
| Apple Inc(AAPL) | COM | 037833100 | $1.9K | 10,628 | 1.2% |
| Eagle Bancorp Inc MD(EGBN) | COM | 268948106 | $1.2K | 20,449 | 0.7% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $642 | 6,302 | 0.4% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $554 | 3,191 | 0.4% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $481 | 6,943 | 0.3% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $400 | 7,386 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $336 | 954 | 0.2% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $319 | 4,706 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $300 | 1,325 | 0.2% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $300 | 7,950 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $268 | 82 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $236 | 529 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $228 | 790 | 0.1% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $215 | 4,993 | 0.1% |