Q3 2022 Holdings
Filed 2022-10-14 | 63 holdings | $421.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $2.7K | 43,139 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $2.7K | 19,356 | 0.6% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $3.1K | 52,905 | 0.7% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $3.3K | 90,693 | 0.8% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $3.4K | 60,571 | 0.8% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $4.7K | 27,139 | 1.1% |
| Vanguard World FD(MGV) | MEGA CAP VAL ETF | 921910840 | $5.0K | 54,995 | 1.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $5.6K | 26,136 | 1.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $6.9K | 39,602 | 1.6% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $7.3K | 283,870 | 1.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $7.6K | 60,559 | 1.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.6K | 50,491 | 2.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $328.0K | 2,884 | 77.8% |