Q4 2022 Holdings
Filed 2023-01-19 | 110 holdings | $291.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $7.6M | 100,542 | 2.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $8.9M | 91,989 | 3.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $9.1M | 95,930 | 3.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $9.3M | 141,103 | 3.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $10.3M | 220,125 | 3.5% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $11.6M | 175,947 | 4.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $23.2M | 108,695 | 7.9% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $24.2M | 392,169 | 8.3% |
| Apple Inc(AAPL) | COM | 037833100 | $33.3M | 256,272 | 11.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $38.0M | 270,664 | 13.0% |