Q1 2022 Holdings
Filed 2024-08-12 | 111 holdings | $138.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $3.2M | 15,439 | 2.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.1M | 89,309 | 3.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.3M | 18,911 | 3.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $4.6M | 4,274 | 3.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $6.0M | 28,145 | 4.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $7.2M | 15,865 | 5.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $10.3M | 184,811 | 7.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $15.4M | 285,875 | 11.1% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $17.7M | 368,520 | 12.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $18.4M | 170,713 | 13.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $19.1M | 178,243 | 13.8% |