Q2 2022 Holdings
Filed 2022-08-11 | 60 holdings | $299.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.1K | 29,175 | 3.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $10.4K | 55,178 | 3.5% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $16.0K | 255,677 | 5.4% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $16.8K | 51,371 | 5.6% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $18.3K | 98,925 | 6.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $20.7K | 224,525 | 6.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $23.9K | 235,009 | 8.0% |
| Pimco ETF TR(LDUR) | ENHNCD LW DUR AC | 72201R718 | $26.8K | 278,825 | 8.9% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $30.7K | 612,312 | 10.3% |
| Vanguard Tax-Managed Intl FD(VEA) | VAN FTSE DEV MKT | 921943858 | $31.9K | 781,237 | 10.7% |