Q4 2022 Holdings
Filed 2023-02-13 | 58 holdings | $207.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $6.5M | 18,484 | 3.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $8.9M | 114,203 | 4.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $8.9M | 33,602 | 4.3% |
| EA Series Trust(FRDM) | FREEDOM 100 EM | 02072L607 | $9.8M | 355,584 | 4.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $14.0M | 186,256 | 6.7% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $19.6M | 273,258 | 9.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $30.1M | 78,384 | 14.5% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $30.7M | 731,549 | 14.8% |