Q1 2022 Holdings
Filed 2022-05-02 | 18 holdings | $94.5K | 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 | $24.5K | 426,146 | 26.0% |
| Vanguard Total Stock Market ETF(VTI) | TOTAL STK MKT | 922908769 | $16.1K | 70,545 | 17.0% |
| Vanguard Ftse Developed Markets ETF(VEA) | FTSE DEV MKT ETF | 921943858 | $11.7K | 242,937 | 12.3% |
| Technology Select Sector Spdr ETF(XLK) | TECHNOLOGY | 81369Y803 | $10.6K | 66,999 | 11.3% |
| Financial Select Sector Spdr ETF(XLF) | FINANCIAL | 81369Y605 | $10.4K | 271,896 | 11.0% |
| WisdomTree Floating Rate Treasury ETF(USFR) | FLOATNG RAT TREA | 97717Y527 | $5.7K | 113,665 | 6.0% |
| Vanguard Small-Cap ETF(VB) | SMALL CP ETF | 922908751 | $4.9K | 23,259 | 5.2% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $4.8K | 62,655 | 5.1% |
| Apple Inc(AAPL) | COM | 037833100 | $1.1K | 6,394 | 1.2% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $910 | 18,110 | 1.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $752 | 5,520 | 0.8% |
| iShares Core Aggressive Allocation ETF(AOA) | AGGRES ALLOC ETF | 464289859 | $733 | 10,628 | 0.8% |
| Berkshire Hathaway Inc Class A(BRK/A) | CL A | 084670108 | $529 | 1 | 0.6% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $486 | 5,835 | 0.5% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $442 | 3,225 | 0.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $317 | 294 | 0.3% |
| iShares Core Growth Allocation ETF(AOR) | GRWT ALLOCAT ETF | 464289867 | $307 | 5,686 | 0.3% |
| Odyssey Marine Expl Inc(OMEX) | COM NEW | 676118201 | $106 | 15,860 | 0.1% |