Q3 2022 Holdings
Filed 2022-11-14 | 6 holdings | $425.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The Charles Schwab Corporation(SCHW) | COM | 808513105 | $274.7K | 3,822,501 | 64.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $84.5K | 235,591 | 19.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $44.4K | 842,422 | 10.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $20.8K | 484,886 | 4.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.4K | 38,993 | 0.3% |
| Enjoy Technology, Inc. | COM | 29335V106 | $83 | 3,961,804 | 0.0% |