Q1 2022 Holdings
Filed 2022-05-05 | 43 holdings | $172.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $60.4K | 265,182 | 35.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $17.0K | 408,295 | 9.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $11.4K | 106,098 | 6.6% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $10.6K | 160,340 | 6.1% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $8.1K | 135,745 | 4.7% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $6.0K | 95,701 | 3.5% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $5.5K | 114,115 | 3.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $5.0K | 41,041 | 2.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $4.2K | 74,819 | 2.4% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $3.6K | 41,339 | 2.1% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $2.8K | 34,206 | 1.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.7K | 6,039 | 1.6% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.2K | 17,288 | 1.2% |
| Ishares Inc(EWJ) | MSCI JPN ETF NEW | 46434G822 | $2.1K | 33,662 | 1.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.0K | 42,286 | 1.1% |
| Ishares Gold TR(IAU) | ISHARES NEW | 464285204 | $1.9K | 52,221 | 1.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $1.9K | 17,257 | 1.1% |
| Pimco ETF TR(MUNI) | INTER MUN BD ACT | 72201R866 | $1.9K | 35,513 | 1.1% |
| BK of America Corp(BAC) | COM | 060505104 | $1.8K | 42,978 | 1.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.8K | 63,640 | 1.0% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $1.7K | 14,098 | 1.0% |
| Spdr SER TR(JNK) | BLOOMBERG HIGH Y | 78468R622 | $1.7K | 16,573 | 1.0% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.6K | 14,510 | 0.9% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $1.6K | 19,061 | 0.9% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.5K | 19,443 | 0.9% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.4K | 22,777 | 0.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.2K | 3,358 | 0.7% |
| Pepsico Inc(PEP) | COM | 713448108 | $989 | 5,911 | 0.6% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $970 | 9,478 | 0.6% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $952 | 12,319 | 0.6% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $915 | 18,436 | 0.5% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $893 | 96,299 | 0.5% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $869 | 8,894 | 0.5% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $766 | 6,126 | 0.4% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $715 | 14,403 | 0.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $431 | 1,580 | 0.2% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $367 | 4,462 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $330 | 4,149 | 0.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $275 | 1,860 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $267 | 1,121 | 0.2% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $251 | 2,478 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $231 | 2,134 | 0.1% |
| Invesco Activly Mangd ETC FD(PDBC) | OPTIMUM YIELD | 46090F100 | $224 | 12,709 | 0.1% |