Q1 2023 Holdings
Filed 2023-05-09 | 60 holdings | $202.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $4.6M | 29,613 | 2.3% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $4.6M | 136,867 | 2.3% |
| Schwab Strategic TR(FNDA) | SCHWAB FDT US SC | 808524763 | $5.9M | 122,142 | 2.9% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $6.2M | 199,080 | 3.1% |
| Schwab Strategic TR(FNDE) | SCHWB FDT EMK LG | 808524730 | $6.6M | 251,774 | 3.2% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $7.9M | 245,548 | 3.9% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $8.5M | 169,146 | 4.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $11.5M | 285,435 | 5.7% |
| The Cigna Group(CI) | COM | 125523100 | $43.3M | 169,418 | 21.4% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $55.8M | 1,116,863 | 27.6% |