Q4 2021 Holdings
Filed 2022-02-09 | 60 holdings | $146.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Invesco QQQ Trust(QQQ) | UNIT SER 1 | 46090E103 | $5.0K | 12,578 | 3.4% |
| Ishares S P Small Cap Fund(IJR) | CORE S&P SCP ETF | 464287804 | $5.6K | 48,671 | 3.8% |
| Vanguard Dividend Appreciation Index Fund(VIG) | DIV APP ETF | 921908844 | $7.2K | 42,140 | 5.0% |
| Ishares Russell Mid Cap ETF(IWR) | RUS MID CAP ETF | 464287499 | $7.7K | 92,935 | 5.3% |
| Spdr Portfolio S P 500 ETF(SPYM) | PORTFOLIO S&P500 | 78464A854 | $8.0K | 142,622 | 5.4% |
| Spdr S P 500 ETF(SPY) | TR UNIT | 78462F103 | $10.6K | 22,380 | 7.3% |
| Ishares Core S P 500 ETF(IVV) | CORE S&P500 ETF | 464287200 | $10.9K | 22,877 | 7.5% |
| Ishares Core S P Total U.S. Stock Market ETF(ITOT) | CORE S&P TTL STK | 464287150 | $11.6K | 108,382 | 7.9% |
| Vaneck Morningstar Wide Moat ETF(MOAT) | MRNGSTR WDE MOAT | 92189F643 | $13.8K | 180,947 | 9.4% |
| Vanguard Total Stock Market Index Fund(VTI) | TOTAL STK MKT | 922908769 | $28.3K | 117,289 | 19.4% |