Q3 2022 Holdings
Filed 2022-10-27 | 10 holdings | $548.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares(IVV) | ISHARES CORE S&P500 ETF | 464287200 | $161.2K | 449,460 | 29.4% |
| Ishares(AGG) | ISHARES CORE US AGGBD ETF | 464287226 | $101.6K | 1,054,816 | 18.5% |
| Ishares(IWF) | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | $94.3K | 448,300 | 17.2% |
| Ishares(TLT) | ISHARES 20+ YEAR TREASURY BOND ETF | 464287432 | $72.0K | 703,235 | 13.1% |
| Vanguard(VUG) | VANGUARD GROWTH ETF ETP | 922908736 | $49.6K | 231,800 | 9.0% |
| Vanguard(BSV) | VANGUARD SHORT-TERM BOND ETF ETP | 921937827 | $21.1K | 282,350 | 3.8% |
| Vanguard(VCSH) | VANGUARD SHORT-TERM CORPORATE BOND ETF ETP | 92206C409 | $20.7K | 278,410 | 3.8% |
| Ishares(IGSB) | ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE | 464288646 | $10.8K | 219,740 | 2.0% |
| Vanguard(VTV) | VANGUARD VALUE ETF ETP | 922908744 | $9.6K | 78,100 | 1.8% |
| Ishares(IWD) | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | $7.7K | 56,300 | 1.4% |