Q1 2022 Holdings
Filed 2022-04-26 | 32 holdings | $120.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $26.6K | 92,526 | 22.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $25.2K | 316,404 | 20.9% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $8.9K | 60,416 | 7.4% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $8.5K | 38,321 | 7.1% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $7.6K | 79,156 | 6.3% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $5.3K | 21,300 | 4.4% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $4.6K | 37,098 | 3.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.6K | 33,161 | 3.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $3.3K | 18,987 | 2.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.0K | 1,059 | 2.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.9K | 12,938 | 2.4% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $2.9K | 19,207 | 2.4% |
| Ishares U S ETF TR(COMT) | GSCI CMDTY STGY | 46431W853 | $2.7K | 68,443 | 2.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.6K | 56,235 | 2.2% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $2.4K | 30,618 | 2.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.7K | 21,551 | 1.4% |
| Vanguard BD Index FDS(VUSB) | VANGUARD ULTRA | 92203C303 | $1.5K | 30,200 | 1.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.3K | 7,498 | 1.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $889 | 1,969 | 0.7% |
| Chevron Corp New(CVX) | COM | 166764100 | $734 | 4,506 | 0.6% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $633 | 17,750 | 0.5% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $536 | 1,291 | 0.4% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $519 | 3,396 | 0.4% |
| Intuit(INTU) | COM | 461202103 | $436 | 906 | 0.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $417 | 387 | 0.3% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $298 | 1,809 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $260 | 736 | 0.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $227 | 4,730 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $223 | 1,087 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $217 | 2,840 | 0.2% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $204 | 1,375 | 0.2% |
| Pavmed Inc | COM | 70387R106 | $15 | 11,021 | 0.0% |