Q2 2022 Holdings
Filed 2022-07-20 | 18 holdings | $95.5K | 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 | $21.9K | 438,971 | 23.0% |
| Vanguard Total Stock Market ETF(VTI) | TOTAL STK MKT | 922908769 | $13.6K | 72,146 | 14.2% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $10.3K | 80,383 | 10.8% |
| Vanguard Ftse Developed Markets ETF(VEA) | FTSE DEV MKT ETF | 921943858 | $10.1K | 247,792 | 10.6% |
| Technology Select Sector Spdr ETF(XLK) | TECHNOLOGY | 81369Y803 | $9.5K | 74,343 | 9.9% |
| Financial Select Sector Spdr ETF(XLF) | FINANCIAL | 81369Y605 | $9.1K | 287,818 | 9.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.2K | 47,090 | 6.5% |
| WisdomTree Floating Rate Treasury ETF(USFR) | FLOATNG RAT TREA | 97717Y527 | $5.9K | 116,969 | 6.2% |
| Vanguard Small-Cap ETF(VB) | SMALL CP ETF | 922908751 | $4.5K | 25,634 | 4.7% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $907 | 18,110 | 0.9% |
| Apple Inc(AAPL) | COM | 037833100 | $874 | 6,394 | 0.9% |
| iShares Core Aggressive Allocation ETF(AOA) | AGGRES ALLOC ETF | 464289859 | $637 | 10,634 | 0.7% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $619 | 5,500 | 0.6% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $483 | 5,835 | 0.5% |
| Berkshire Hathaway Inc Class A(BRK/A) | CL A | 084670108 | $409 | 1 | 0.4% |
| iShares Core Growth Allocation ETF(AOR) | GRWT ALLOCAT ETF | 464289867 | $254 | 5,296 | 0.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $205 | 304 | 0.2% |
| Odyssey Marine Expl Inc(OMEX) | COM NEW | 676118201 | $54 | 15,860 | 0.1% |