Q3 2023 Holdings
Filed 2023-10-19 | 59 holdings | $31.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $812.4K | 19,614 | 2.6% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $971.9K | 19,924 | 3.1% |
| Invesco Exch TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | $1.0M | 47,531 | 3.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.2M | 26,796 | 3.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.3M | 4,138 | 4.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.5M | 42,875 | 4.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.5M | 29,803 | 4.8% |
| Apple Inc(AAPL) | COM | 037833100 | $1.7M | 9,816 | 5.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.2M | 4,944 | 6.9% |