Q1 2022 Holdings
Filed 2022-04-15 | 99 holdings | $704.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $136.7K | 620,039 | 19.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $90.5K | 1,610,307 | 12.8% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $63.1K | 813,679 | 9.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $62.8K | 1,218,750 | 8.9% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $55.4K | 852,970 | 7.9% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $48.3K | 281,695 | 6.9% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $39.5K | 256,668 | 5.6% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $38.9K | 193,224 | 5.5% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $28.8K | 224,933 | 4.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $27.3K | 61,930 | 3.9% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $26.7K | 528,052 | 3.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $8.6K | 36,924 | 1.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $6.8K | 88,154 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $4.5K | 26,984 | 0.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.4K | 17,006 | 0.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.2K | 9,480 | 0.6% |
| Altria Group Inc(MO) | COM | 02209S103 | $3.3K | 60,859 | 0.5% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.3K | 32,677 | 0.5% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $2.6K | 26,128 | 0.4% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $2.3K | 40,178 | 0.3% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $1.8K | 11,107 | 0.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.8K | 4,461 | 0.3% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $1.8K | 6,834 | 0.3% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.8K | 20,041 | 0.2% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.6K | 31,438 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5K | 5,437 | 0.2% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $1.4K | 112,636 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.4K | 6,612 | 0.2% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.3K | 19,575 | 0.2% |
| Carmax Inc(KMX) | COM | 143130102 | $1.3K | 13,617 | 0.2% |
| CSX Corp(CSX) | COM | 126408103 | $1.2K | 35,013 | 0.2% |
| Anthem Inc(ELV) | COM | 036752103 | $1.1K | 2,208 | 0.2% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.1K | 26,662 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.1K | 10,208 | 0.2% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.0K | 4,935 | 0.1% |
| Norfolk Southn Corp(NSC) | COM | 655844108 | $966 | 3,734 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $921 | 10,763 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $834 | 4,634 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $832 | 15,658 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $810 | 2,316 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $809 | 3,081 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $707 | 4,078 | 0.1% |
| Universal Corp VA(UVV) | COM | 913456109 | $668 | 11,434 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $661 | 4,138 | 0.1% |
| Grainger W W Inc(GWW) | COM | 384802104 | $596 | 1,138 | 0.1% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $544 | 8,539 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $525 | 1,713 | 0.1% |
| Ball Corp(BALL) | COM | 058498106 | $501 | 5,800 | 0.1% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $498 | 4,128 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $490 | 1,965 | 0.1% |