Q1 2022 Holdings
Filed 2022-04-21 | 72 holdings | $549.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $311.0K | 7,011 | 56.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $14.8K | 100,287 | 2.7% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $13.9K | 48,208 | 2.5% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $12.3K | 176,593 | 2.2% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $10.4K | 125,068 | 1.9% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $8.9K | 356,813 | 1.6% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $8.7K | 72,329 | 1.6% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $8.6K | 164,190 | 1.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $8.2K | 76,443 | 1.5% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $7.4K | 95,222 | 1.4% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $7.2K | 149,462 | 1.3% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $7.1K | 119,286 | 1.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $7.0K | 140,664 | 1.3% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $6.9K | 141,628 | 1.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $6.6K | 84,056 | 1.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.7K | 21,356 | 1.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $5.7K | 20,530 | 1.0% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $5.3K | 137,075 | 1.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $5.2K | 24,971 | 0.9% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $4.3K | 74,155 | 0.8% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $4.0K | 61,241 | 0.7% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.8K | 83,446 | 0.7% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $3.8K | 91,696 | 0.7% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $3.7K | 45,467 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.7K | 17,349 | 0.7% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $3.6K | 34,475 | 0.7% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $3.5K | 21,311 | 0.6% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $3.5K | 70,946 | 0.6% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $3.5K | 47,783 | 0.6% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $3.5K | 52,468 | 0.6% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $3.1K | 59,135 | 0.6% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $2.5K | 47,894 | 0.5% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $2.5K | 12,101 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.5K | 46,500 | 0.5% |
| Spdr SER TR(SPHY) | PORTFLI HIGH YLD | 78468R606 | $2.2K | 88,831 | 0.4% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $2.1K | 8,508 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.1K | 8,846 | 0.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.9K | 39,068 | 0.3% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.8K | 64,935 | 0.3% |
| Ishares TR(IGOV) | INTL TREA BD ETF | 464288117 | $1.6K | 35,410 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $1.6K | 19,204 | 0.3% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.5K | 17,965 | 0.3% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $1.3K | 14,874 | 0.2% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.3K | 21,153 | 0.2% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $1.2K | 18,504 | 0.2% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $1.2K | 11,541 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $1.1K | 4,575 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.1K | 10,393 | 0.2% |
| Vanguard Scottsdale FDS(VTWV) | VNG RUS2000VAL | 92206C649 | $1.0K | 7,164 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.0K | 6,727 | 0.2% |