Q1 2022 Holdings
Filed 2022-04-29 | 16 holdings | $96.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $39.8K | 95,760 | 41.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $23.6K | 103,779 | 24.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $8.4K | 39,428 | 8.7% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.2K | 170,718 | 8.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.1K | 110,706 | 5.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.5K | 9,981 | 4.7% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.5K | 5,256 | 1.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.0K | 5,728 | 1.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $927 | 25,248 | 1.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $635 | 22,856 | 0.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $627 | 5,808 | 0.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $577 | 5,324 | 0.6% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $565 | 1,455 | 0.6% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $529 | 100 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $274 | 605 | 0.3% |
| Pearson PLC(PSO) | SPONSORED ADR | 705015105 | $209 | 21,000 | 0.2% |