Q1 2022 Holdings
Filed 2022-05-13 | 6 holdings | $529.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The Charles Schwab Corporation(SCHW) | COM | 808513105 | $322.3K | 3,822,501 | 60.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $106.2K | 234,006 | 20.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $57.5K | 827,518 | 10.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $26.7K | 480,065 | 5.0% |
| Enjoy Technology, Inc. | COM | 29335V106 | $15.1K | 3,961,804 | 2.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.8K | 38,382 | 0.3% |