Q2 2023 Holdings
Filed 2023-08-08 | 56 holdings | $156.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.0M | 40,931 | 5.8% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $9.7M | 158,340 | 6.2% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $10.0M | 94,337 | 6.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $10.7M | 23,925 | 6.8% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $10.9M | 146,627 | 7.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $14.9M | 204,401 | 9.5% |