Q1 2022 Holdings
Filed 2022-05-03 | 21 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.6M | 29,460 | 57.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $562.8K | 2,787,314 | 19.6% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $270.9K | 4,704,461 | 9.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $178.5K | 2,243,842 | 6.2% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $115.5K | 1,053,733 | 4.0% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $82.6K | 1,305,769 | 2.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $6.1K | 13,571 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $3.6K | 20,382 | 0.1% |
| Vanguard Admiral FDS Inc(VIOO) | SMLLCP 600 IDX | 921932828 | $2.8K | 17,818 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.6K | 5,223 | 0.1% |
| Emclaire Finl Corp | COM | 290828102 | $1.1K | 27,994 | 0.0% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $940 | 7,369 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $631 | 1,788 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $372 | 114 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $362 | 3,129 | 0.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $331 | 6,459 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $330 | 6,476 | 0.0% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $327 | 942 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $309 | 111 | 0.0% |
| Amerco(UHAL) | COM | 023586100 | $298 | 500 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $209 | 767 | 0.0% |