Q3 2022 Holdings
Filed 2022-10-28 | 62 holdings | $193.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Invesco Exch Traded FD TR II(TAN) | SOLAR ETF | 46138G706 | $3.3K | 45,393 | 1.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $4.2K | 41,858 | 2.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.3K | 109,517 | 2.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.6K | 17,712 | 3.4% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $7.0K | 17,236 | 3.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $9.7K | 57,877 | 5.0% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $10.8K | 279,811 | 5.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $14.7K | 68,641 | 7.6% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $19.2K | 136,902 | 10.0% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $19.8K | 118,653 | 10.3% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $20.6K | 280,888 | 10.7% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $21.6K | 371,189 | 11.2% |