Q1 2022 Holdings
Filed 2022-05-03 | 65 holdings | $965.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| 1/100 Berkshire Htwy Cla(BRK/A) | Class A | 084670108 | $10.0K | 1,900 | 1.0% |
| Vanguard Tax Ex Bond Index(VTEB) | Common | 922907746 | $10.4K | 201,620 | 1.1% |
| iShares Russell Midcap Growth(IWP) | Common | 464287481 | $11.7K | 116,188 | 1.2% |
| Vanguard Ftse Dev Mkts(VEA) | Common | 921943858 | $14.4K | 300,285 | 1.5% |
| Vanguard Value(VTV) | Common | 922908744 | $15.1K | 102,383 | 1.6% |
| Vanguard Mid Cap(VO) | Common | 922908629 | $15.5K | 65,218 | 1.6% |
| iShares Core US Aggregate(AGG) | Common | 464287226 | $15.6K | 145,859 | 1.6% |
| Schwab US Div Equity Etf(SCHD) | Common | 808524797 | $17.4K | 220,597 | 1.8% |
| Vanguard Div Appreciation(VIG) | Common | 921908844 | $17.9K | 110,577 | 1.9% |
| iShares Tr Russell 1000 Growth(IWF) | Common | 464287614 | $18.1K | 65,020 | 1.9% |
| Vanguard Growth(VUG) | Common | 922908736 | $19.2K | 66,714 | 2.0% |
| Vanguard Small Cap(VB) | Common | 922908751 | $26.0K | 122,308 | 2.7% |
| Berkshire Hathaway Cl B(BRK/B) | Class B | 084670702 | $26.0K | 73,731 | 2.7% |
| Abbvie Inc(ABBV) | Common | 00287Y109 | $318.0K | 1,960 | 33.0% |
| Cerus Corp(CERS) | Common | 157085101 | $324.0K | 59,049 | 33.6% |