Q4 2021 Holdings
Filed 2022-01-31 | 57 holdings | $173.9K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-05-06) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHG)A | US LCAP GR ETF | 808524300 | $7.2K | 43,926 | 4.1% |
| Schwab Strategic TR(SCHM)A | US MID-CAP ETF | 808524508 | $8.7K | 108,746 | 5.0% |
| Dimensional ETF Trust(DFAE)A | EMGR CRE EQT MNG | 25434V302 | $9.0K | 329,948 | 5.2% |
| Dimensional ETF Trust(DFAT)A | US TARGETED VLU | 25434V609 | $9.8K | 206,297 | 5.6% |
| Schwab Strategic TR(SCHX)A | US LRG CAP ETF | 808524201 | $9.9K | 87,200 | 5.7% |
| Dimensional ETF Trust(DFAI)A | INTL CORE EQT MK | 25434V203 | $14.1K | 476,719 | 8.1% |
| Dimensional ETF Trust(DFAS)A | US SMALL CAP ETF | 25434V500 | $15.3K | 254,229 | 8.8% |
| Dimensional ETF Trust(DFUS)A | US EQUITY ETF | 25434V401 | $32.7K | 633,192 | 18.8% |