Q4 2021 Holdings
Filed 2022-02-14 | 14 holdings | $105.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Ftse All-Wld ex-US ETF(VEU) | ALLWRLD EX US | 922042775 | $26.3K | 428,646 | 24.9% |
| Vanguard Total Stock Market ETF(VTI) | TOTAL STK MKT | 922908769 | $19.5K | 80,935 | 18.5% |
| iShares 1-5 Year invmt Grd Corp Bd ETF(IGSB) | ISHS 1-5YR INVS | 464288646 | $13.3K | 247,354 | 12.6% |
| Technology Select Sector Spdr ETF(XLK) | TECHNOLOGY | 81369Y803 | $13.1K | 75,131 | 12.4% |
| Financial Select Sector Spdr ETF(XLF) | FINANCIAL | 81369Y605 | $9.8K | 250,426 | 9.3% |
| Vanguard Ftse Developed Markets ETF(VEA) | FTSE DEV MKT ETF | 921943858 | $8.9K | 173,787 | 8.4% |
| Energy Select Sector Spdr ETF(EVRG) | COM | 30034W106 | $5.4K | 97,672 | 5.1% |
| Vanguard Small-Cap ETF(VB) | SMALL CP ETF | 922908751 | $5.2K | 23,114 | 5.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.2K | 6,787 | 1.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $871 | 5,500 | 0.8% |
| iShares Core Aggressive Allocation ETF(AOA) | AGGRES ALLOC ETF | 464289859 | $802 | 11,014 | 0.8% |
| Berkshire Hathaway Inc Class A(BRK/A) | CL A | 084670108 | $451 | 1 | 0.4% |
| iShares Core Growth Allocation ETF(AOR) | GRWT ALLOCAT ETF | 464289867 | $325 | 5,686 | 0.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $311 | 294 | 0.3% |