Q1 2022 Holdings
Filed 2022-04-27 | 16 holdings | $838.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $213.4K | 853,489 | 25.5% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $211.6K | 4,805,853 | 25.3% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $102.6K | 1,371,136 | 12.2% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $102.2K | 1,347,190 | 12.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $85.8K | 319,723 | 10.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $36.1K | 334,974 | 4.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $29.3K | 579,553 | 3.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $26.1K | 551,126 | 3.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $12.7K | 62,032 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.2K | 27,015 | 0.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $5.1K | 93,904 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.6K | 10,235 | 0.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $677 | 1,493 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $595 | 2,068 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $588 | 11,014 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $380 | 1,368 | 0.0% |