Q1 2023 Holdings
Filed 2023-05-11 | 60 holdings | $611.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR Core(IVV) | S&P500 ETF | 464287200 | $18.1K | 44,258 | 3.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $23.1K | 316,859 | 3.8% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $24.6K | 385,597 | 4.0% |
| Ishares TR Core(IJR) | S&P SCP ETF | 464287804 | $28.5K | 308,625 | 4.7% |
| Innovator Etfs TR(PDEC) | US EQTY PWR BUF | 45782C540 | $36.0K | 1,147,904 | 5.9% |
| Spdr S&P 500 ETF TR TR(SPY) | UNIT | 78462F103 | $45.1K | 110,639 | 7.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $50.6K | 249,882 | 8.3% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $60.8K | 402,501 | 9.9% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $63.5K | 420,922 | 10.4% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $111.9K | 459,862 | 18.3% |