Q2 2021 Holdings
Filed 2021-08-05 | 23 holdings | $142.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $26.9K | 62,894 | 18.8% |
| Vanguard Index FDS(VHT) | HEALTH CAR ETF | 92204A504 | $26.8K | 108,364 | 18.7% |
| Vanguard Index FDS(VIG) | DIV APP ETF | 921908844 | $23.2K | 149,759 | 16.2% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $18.6K | 226,097 | 13.0% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $13.3K | 125,121 | 9.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $10.2K | 45,799 | 7.1% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $9.9K | 328,333 | 6.9% |
| Eli Lilly(LLY) | COM | 532457108 | $2.9K | 12,674 | 2.0% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $2.2K | 16,564 | 1.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.8K | 4,124 | 1.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.4K | 10,514 | 1.0% |
| Apple(AAPL) | COM | 037833100 | $1.1K | 8,124 | 0.8% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $1.0K | 28,260 | 0.7% |
| Merck(MRK) | COM | 58933Y105 | $760 | 9,773 | 0.5% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $491 | 3,154 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $447 | 130 | 0.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $393 | 157 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $275 | 989 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $266 | 918 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $253 | 1,535 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $252 | 696 | 0.2% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $252 | 5,471 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $224 | 3,544 | 0.2% |