Q1 2023 Holdings
Filed 2023-05-11 | 7 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $495.1K | 12,158 | 21.0% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $383.4K | 6,926 | 16.3% |
| Wisdomtree TR(NTSX) | US EFFICIENT COR | 97717Y790 | $343.9K | 9,810 | 14.6% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $299.4K | 3,931 | 12.7% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $291.0K | 5,770 | 12.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $280.1K | 684 | 11.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $265.9K | 1,303 | 11.3% |