Q1 2022 Holdings
Filed 2022-05-06 | 66 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fidelity Covington Trust(FHLC) | MSCI HLTH CARE I | 316092600 | $2.4K | 36,036 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.6K | 5,666 | 0.1% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $3.2K | 31,603 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.3K | 9,331 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $3.9K | 35,457 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $4.0K | 23,100 | 0.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.1K | 85,546 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $9.6K | 89,066 | 0.4% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $10.0K | 187,772 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.3K | 49,672 | 0.5% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $11.6K | 29,881 | 0.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $15.1K | 140,521 | 0.6% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $25.3K | 474,649 | 1.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $33.2K | 444,218 | 1.4% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $41.1K | 520,403 | 1.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.2M | 13,345 | 90.3% |