Q3 2023 Holdings
Filed 2023-10-10 | 57 holdings | $224.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bondbloxx Bloomberg SIX Month Target Duration US Treasury ETF(XHLF) | ETF | 09789C788 | $9.4K | 187,173 | 4.2% |
| Wisdomtree US Quality Dividend Growth Fund(DGRW) | ETF | 97717X669 | $9.8K | 154,515 | 4.4% |
| Wisdomtree Emerging Markets Smallcap Dividend Fund(DGS) | ETF | 97717W281 | $9.9K | 214,919 | 4.4% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $10.0K | 106,657 | 4.5% |
| Spdr S&P Dividend ETF(SDY) | ETF | 78464A763 | $10.9K | 94,744 | 4.9% |
| Ishares S&P 500 Growth ETF(IVW) | ETF | 464287309 | $13.6K | 199,138 | 6.1% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $18.7K | 43,478 | 8.3% |