Q2 2022 Holdings
Filed 2022-07-11 | 67 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.3K | 20,368 | 0.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $3.1K | 23,588 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.2K | 14,186 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $3.3K | 11,923 | 0.1% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.4K | 118,746 | 0.1% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $3.8K | 21,759 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $4.8K | 34,749 | 0.2% |
| Vanguard BD Index FDS(VUSB) | VANGUARD ULTRA | 92203C303 | $5.2K | 105,012 | 0.2% |
| Vanguard Tax-Managed Intl FD(VEA) | VAN FTSE DEV MKT | 921943858 | $5.9K | 144,682 | 0.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.4K | 48,447 | 0.3% |
| Capital Group Intl Focus EQT(CGXU) | SHS CREATION UNI | 14019W109 | $10.2K | 495,420 | 0.4% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $24.5K | 170,639 | 1.0% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $30.2K | 610,041 | 1.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $346.0K | 721 | 14.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $522.0K | 4,912 | 22.2% |
| Capital Group Growth ETF(CGGR) | SHS CREATION UNI | 14020G101 | $532.0K | 26,640 | 22.6% |
| Boeing Co(BA) | COM | 097023105 | $805.0K | 5,886 | 34.2% |