Q3 2022 Holdings
Filed 2022-10-28 | 61 holdings | $604.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $10.0K | 55,466 | 1.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.2K | 30,963 | 1.7% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $16.0K | 263,672 | 2.6% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $16.4K | 53,502 | 2.7% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $17.1K | 99,623 | 2.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $20.1K | 230,344 | 3.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $25.2K | 261,366 | 4.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $29.6K | 614,317 | 4.9% |
| Pimco ETF TR(LDUR) | ENHNCD LW DUR AC | 72201R718 | $30.0K | 316,730 | 5.0% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $31.8K | 875,379 | 5.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $309.0K | 2,730 | 51.1% |