Q3 2022 Holdings
Filed 2022-10-19 | 62 holdings | $141.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $3.5K | 47,664 | 2.5% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $3.6K | 130,104 | 2.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.7K | 17,312 | 2.6% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $3.8K | 13,139 | 2.7% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $4.0K | 50,420 | 2.8% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $4.8K | 29,290 | 3.4% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $5.0K | 99,430 | 3.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $5.4K | 192,326 | 3.8% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $7.0K | 130,597 | 5.0% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $8.5K | 232,877 | 6.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $14.2K | 213,276 | 10.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $28.6K | 107,021 | 20.3% |