Q2 2022 Holdings
Filed 2022-07-29 | 13 holdings | $75.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $33.2K | 95,760 | 44.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $17.6K | 93,335 | 23.4% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $6.4K | 36,310 | 8.5% |
| Vanguard Tax-Managed Intl FD(VEA) | VAN FTSE DEV MKT | 921943858 | $6.3K | 155,597 | 8.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.3K | 104,182 | 5.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $3.8K | 9,981 | 5.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $794 | 25,248 | 1.1% |
| Apple Inc(AAPL) | COM | 037833100 | $646 | 4,728 | 0.9% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $580 | 22,856 | 0.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $537 | 5,808 | 0.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $495 | 5,434 | 0.7% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $428 | 1,455 | 0.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $229 | 605 | 0.3% |