Q1 2021 Holdings
Filed 2024-07-09 | 63 holdings | $168.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.7K | 12,957 | 1.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.0K | 26,627 | 1.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.5K | 13,746 | 2.1% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $4.1K | 19,677 | 2.4% |
| Spdr SER TR(SPTI) | PORTFLI INTRMDIT | 78464A672 | $5.1K | 157,976 | 3.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $5.8K | 57,104 | 3.5% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $7.9K | 84,607 | 4.7% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $12.5K | 330,640 | 7.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $12.6K | 115,944 | 7.5% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $14.0K | 55,880 | 8.3% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $17.3K | 488,748 | 10.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $17.4K | 235,523 | 10.3% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $25.9K | 556,632 | 15.4% |