Q3 2021 Holdings
Filed 2021-10-21 | 59 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $25.5K | 114,875 | 1.1% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $28.5K | 500,031 | 1.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $35.9K | 717,185 | 1.5% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $56.4K | 1,040,229 | 2.4% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $62.8K | 408,980 | 2.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $65.8K | 1,699,263 | 2.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $87.2K | 839,120 | 3.7% |
| DTE Energy Co(DTE) | COM | 233331107 | $232.0K | 2,078 | 9.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.7M | 30,535 | 70.0% |