Q2 2022 Holdings
Filed 2022-07-19 | 66 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.6K | 89,233 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.0K | 19,931 | 0.2% |
| Spdr Index SHS FDS(RWO) | DJ GLB RL ES ETF | 78463X749 | $4.2K | 94,049 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.9K | 53,422 | 0.3% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $5.2K | 79,476 | 0.3% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $7.1K | 40,727 | 0.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $7.3K | 119,619 | 0.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $8.4K | 78,399 | 0.5% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $8.9K | 313,191 | 0.5% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $9.7K | 76,251 | 0.6% |
| Vanguard Tax-Managed Intl FD(VEA) | VAN FTSE DEV MKT | 921943858 | $9.8K | 245,477 | 0.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $10.4K | 45,760 | 0.6% |
| Ishares TR(CMF) | CALIF MUN BD ETF | 464288356 | $15.0K | 264,357 | 0.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $17.8K | 46,181 | 1.0% |
| Crexendo Inc(CXDO) | COM | 226552107 | $153.0K | 48,922 | 8.7% |
| DBX ETF TR(DBEF) | XTRACK MSCI EAFE | 233051200 | $1.4M | 41,525 | 82.3% |