Q1 2022 Holdings
Filed 2022-04-27 | 59 holdings | $133.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $5.2K | 47,235 | 3.9% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SH | 78468R739 | $5.6K | 118,074 | 4.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.7K | 28,000 | 4.3% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $6.7K | 138,655 | 5.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $7.1K | 89,216 | 5.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $9.2K | 33,188 | 6.9% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $10.4K | 59,411 | 7.8% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $10.8K | 64,883 | 8.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $14.0K | 112,338 | 10.5% |