Q3 2022 Holdings
Filed 2022-11-03 | 65 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $11.5K | 616,332 | 0.7% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $12.0K | 242,534 | 0.7% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $12.1K | 74,274 | 0.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $12.8K | 337,725 | 0.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $15.0K | 532,840 | 0.9% |
| Vanguard Whitehall FDS(VWOB) | EM MK GOV BD ETF | 921946885 | $17.1K | 297,692 | 1.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $18.2K | 812,459 | 1.1% |
| Dimensional ETF Trust(DFAX) | WORLD EX US CORE | 25434V880 | $21.1K | 1,115,591 | 1.3% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $26.8K | 517,007 | 1.6% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $39.2K | 865,091 | 2.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $44.7K | 602,074 | 2.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $84.2K | 1,989,326 | 5.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $318.0K | 2,811 | 18.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $384.0K | 4,019 | 22.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $552.0K | 5,740 | 32.8% |