Q2 2022 Holdings
Filed 2022-08-05 | 65 holdings | $433.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $261.0K | 7,011 | 60.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $13.2K | 99,970 | 3.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $12.7K | 56,956 | 2.9% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $10.3K | 174,846 | 2.4% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $8.1K | 340,833 | 1.9% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $7.6K | 34,767 | 1.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $7.3K | 79,374 | 1.7% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $7.2K | 65,682 | 1.7% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $6.9K | 139,020 | 1.6% |
| Vanguard Tax-Managed Intl FD(VEA) | VAN FTSE DEV MKT | 921943858 | $6.3K | 155,554 | 1.5% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $5.0K | 67,507 | 1.1% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $4.9K | 141,918 | 1.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.9K | 21,699 | 1.1% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $4.7K | 26,982 | 1.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.5K | 83,726 | 0.8% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $3.5K | 69,184 | 0.8% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $3.4K | 91,696 | 0.8% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $3.4K | 40,589 | 0.8% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $3.3K | 62,037 | 0.8% |
| Ishares TR(IGOV) | INTL TREA BD ETF | 464288117 | $3.3K | 80,637 | 0.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.3K | 18,633 | 0.8% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $3.1K | 21,671 | 0.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $3.0K | 39,727 | 0.7% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $2.9K | 34,549 | 0.7% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $2.8K | 43,905 | 0.6% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $2.1K | 47,894 | 0.5% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $2.1K | 12,101 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.1K | 46,500 | 0.5% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $2.0K | 9,745 | 0.5% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.9K | 24,129 | 0.4% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $1.8K | 36,807 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.8K | 8,922 | 0.4% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $1.6K | 64,935 | 0.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.5K | 39,068 | 0.4% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $1.3K | 19,244 | 0.3% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.2K | 21,153 | 0.3% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $1.1K | 15,904 | 0.3% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $1.1K | 5,444 | 0.2% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $1.0K | 12,799 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $948 | 10,407 | 0.2% |
| Ishares U S ETF TR(COMT) | GSCI CMDTY STGY | 46431W853 | $915 | 22,347 | 0.2% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $909 | 14,863 | 0.2% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $885 | 5,909 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $871 | 6,727 | 0.2% |
| Vanguard Scottsdale FDS(VTWV) | VNG RUS2000VAL | 92206C649 | $854 | 7,164 | 0.2% |
| Ishares TR(SUSC) | ESG AWRE USD ETF | 46435G193 | $849 | 36,657 | 0.2% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $843 | 21,232 | 0.2% |
| Vanguard Scottsdale FDS(VTWG) | VNG RUS2000GRW | 92206C623 | $704 | 4,694 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $695 | 6,834 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $693 | 9,207 | 0.2% |