Q3 2022 Holdings
Filed 2022-11-14 | 17 holdings | $484.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $303.0K | 2,680 | 62.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $68.9K | 384,003 | 14.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $17.5K | 245,578 | 3.6% |
| Fidelity Comwlth TR(ONEQ) | NASDAQ COMPSIT | 315912808 | $11.9K | 287,510 | 2.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $10.6K | 56,622 | 2.2% |
| Invesco Exch Traded FD TR II(SPHD) | S&P500 HDL VOL | 46138E362 | $10.0K | 254,431 | 2.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $9.9K | 58,150 | 2.1% |
| Fidelity Covington Trust(FIDI) | INT HG DIV ETF | 316092725 | $9.6K | 607,051 | 2.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $9.4K | 204,567 | 1.9% |
| Spdr SER TR(SPBO) | PORTFOLIO CRPORT | 78464A144 | $7.7K | 277,336 | 1.6% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $5.5K | 177,780 | 1.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $5.5K | 68,006 | 1.1% |
| Vanguard Whitehall FDS(VWOB) | EM MK GOV BD ETF | 921946885 | $4.6K | 79,190 | 0.9% |
| Wisdomtree TR(AGGY) | YIELD ENHANCD US | 97717X511 | $4.1K | 97,267 | 0.8% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $2.6K | 20,759 | 0.5% |
| Global X FDS(PFFD) | US PFD ETF | 37954Y657 | $2.6K | 125,514 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.3K | 9,076 | 0.3% |