Q3 2022 Holdings
Filed 2022-10-18 | 66 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $6.0K | 22,332 | 0.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $7.0K | 37,367 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $7.1K | 194,162 | 0.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $7.7K | 35,825 | 0.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $8.1K | 167,976 | 0.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $8.5K | 196,885 | 0.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $11.2K | 90,702 | 0.5% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $11.9K | 328,188 | 0.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $13.8K | 134,990 | 0.6% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $18.2K | 346,385 | 0.8% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $24.9K | 258,913 | 1.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $36.4K | 203,068 | 1.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $423.0K | 4,420 | 18.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $458.0K | 4,760 | 20.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $497.0K | 1,053 | 21.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $678.0K | 5,997 | 29.6% |