Q2 2022 Holdings
Filed 2022-08-10 | 28 holdings | $90.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $24.8K | 329,038 | 27.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $14.4K | 64,732 | 16.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $7.5K | 57,128 | 8.4% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $5.2K | 29,821 | 5.8% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $5.1K | 62,731 | 5.6% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $3.4K | 32,998 | 3.8% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $3.4K | 17,010 | 3.7% |
| Ishares U S ETF TR(COMT) | GSCI CMDTY STGY | 46431W853 | $2.7K | 66,839 | 3.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.7K | 18,241 | 3.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.7K | 29,321 | 3.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.5K | 12,996 | 2.7% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $2.4K | 18,117 | 2.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.3K | 1,060 | 2.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.0K | 47,651 | 2.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.6K | 21,610 | 1.8% |
| Vanguard BD Index FDS(VUSB) | VANGUARD ULTRA | 92203C303 | $1.5K | 29,886 | 1.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $1.2K | 15,798 | 1.3% |
| Apple Inc(AAPL) | COM | 037833100 | $1.0K | 7,571 | 1.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $745 | 1,975 | 0.8% |
| Intuit(INTU) | COM | 461202103 | $626 | 1,623 | 0.7% |
| Chevron Corp New(CVX) | COM | 166764100 | $455 | 3,137 | 0.5% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $448 | 1,291 | 0.5% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $437 | 3,417 | 0.5% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $363 | 17,750 | 0.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $290 | 431 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $245 | 958 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $204 | 746 | 0.2% |
| Pavmed Inc | COM | 70387R106 | $10 | 11,021 | 0.0% |