Q3 2022 Holdings
Filed 2022-11-08 | 17 holdings | $94.7K | 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 | $22.4K | 505,431 | 23.7% |
| Vanguard Total Stock Market ETF(VTI) | TOTAL STK MKT | 922908769 | $11.2K | 62,624 | 11.9% |
| Vanguard Ftse Developed Markets ETF(VEA) | FTSE DEV MKT ETF | 921943858 | $10.4K | 286,612 | 11.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $9.7K | 79,803 | 10.2% |
| J P Morgan Exchange Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $8.5K | 168,580 | 8.9% |
| Technology Select Sector Spdr ETF(XLK) | TECHNOLOGY | 81369Y803 | $8.0K | 67,296 | 8.4% |
| Financial Select Sector Spdr ETF(XLF) | FINANCIAL | 81369Y605 | $7.1K | 232,547 | 7.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $5.7K | 46,386 | 6.0% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $4.4K | 52,566 | 4.6% |
| Vanguard Small-Cap ETF(VB) | SMALL CP ETF | 922908751 | $4.3K | 25,219 | 4.6% |
| Apple Inc(AAPL) | COM | 037833100 | $967 | 6,994 | 1.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $580 | 5,549 | 0.6% |
| iShares Core Aggressive Allocation ETF(AOA) | AGGRES ALLOC ETF | 464289859 | $573 | 10,336 | 0.6% |
| Berkshire Hathaway Inc Class A(BRK/A) | CL A | 084670108 | $406 | 1 | 0.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $242 | 912 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $219 | 820 | 0.2% |
| Odyssey Marine Expl Inc(OMEX) | COM NEW | 676118201 | $49 | 15,860 | 0.1% |