Q1 2022 Holdings
Filed 2022-05-09 | 65 holdings | $897.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| FS KKR Cap Corp(FSK) | COM | 302635206 | $2.8K | 121,998 | 0.3% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $3.0K | 27,125 | 0.3% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $4.1K | 128,595 | 0.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.3K | 9,487 | 0.5% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $4.9K | 30,004 | 0.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.1K | 1,564 | 0.6% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $5.7K | 150,636 | 0.6% |
| Schwab Strategic TR(FNDE) | SCHWB FDT EMK LG | 808524730 | $8.3K | 285,043 | 0.9% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $8.5K | 83,223 | 0.9% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $9.1K | 266,678 | 1.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $14.9K | 323,911 | 1.7% |
| Cigna Corp New(CI) | COM | 125523100 | $49.1K | 205,017 | 5.5% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $51.7K | 968,051 | 5.8% |
| Cummins Inc(CMI) | COM | 231021106 | $324.0K | 1,579 | 36.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $363.0K | 1,964 | 40.5% |