Q3 2022 Holdings
Filed 2022-10-12 | 65 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.0K | 114,940 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.2K | 15,038 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $3.3K | 11,902 | 0.1% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $3.7K | 21,458 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $4.6K | 33,505 | 0.2% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $5.7K | 156,316 | 0.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.4K | 51,995 | 0.2% |
| Vanguard BD Index FDS(VUSB) | VANGUARD ULTRA | 92203C303 | $6.6K | 133,820 | 0.2% |
| Capital Group Intl Focus EQT(CGXU) | SHS CREATION UNI | 14019W109 | $17.5K | 935,879 | 0.6% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $23.0K | 169,841 | 0.8% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $30.2K | 632,587 | 1.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $341.0K | 721 | 11.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $580.0K | 5,129 | 19.5% |
| Boeing Co(BA) | COM | 097023105 | $625.0K | 5,158 | 21.0% |
| Capital Group Growth ETF(CGGR) | SHS CREATION UNI | 14020G101 | $1.3M | 65,765 | 43.1% |