Q2 2022 Holdings
Filed 2022-08-02 | 64 holdings | $450.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $10.4K | 60,077 | 2.3% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $11.1K | 150,726 | 2.5% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $11.7K | 156,015 | 2.6% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $12.5K | 593,915 | 2.8% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $13.3K | 263,150 | 3.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $14.1K | 361,229 | 3.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $15.9K | 504,516 | 3.5% |
| Vanguard Whitehall FDS(VWOB) | EM MK GOV BD ETF | 921946885 | $18.4K | 300,811 | 4.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $19.6K | 773,687 | 4.4% |
| Dimensional ETF Trust(DFAX) | WORLD EX US CORE | 25434V880 | $21.4K | 998,833 | 4.8% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $29.3K | 524,810 | 6.5% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $39.2K | 819,742 | 8.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $46.7K | 612,394 | 10.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $86.9K | 1,946,010 | 19.3% |