Q3 2022 Holdings
Filed 2022-10-11 | 82 holdings | $197.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $204 | 6,071 | 0.1% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $204 | 5,357 | 0.1% |
| Sempra(SRE) | COM | 816851109 | $205 | 1,366 | 0.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $221 | 9,859 | 0.1% |
| Innovator Etfs TR(UDEC) | US EQTY ULTRA B | 45782C532 | $232 | 8,330 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $234 | 656 | 0.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $236 | 1,433 | 0.1% |
| Eversource Energy(ES) | COM | 30040W108 | $261 | 3,343 | 0.1% |
| Schwab Strategic TR(SCHR) | INT-TRM U.S TRES | 808524854 | $264 | 5,374 | 0.1% |
| Ishares TR(IGIB) | ISHS 5-10YR INVT | 464288638 | $280 | 5,796 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $284 | 3,259 | 0.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $296 | 3,720 | 0.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $307 | 2,523 | 0.2% |
| Vanguard Whitehall FDS(VWOB) | EM MK GOV BD ETF | 921946885 | $322 | 5,605 | 0.2% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $325 | 3,614 | 0.2% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $326 | 4,010 | 0.2% |
| Schwab Strategic TR(SCHI) | 5 10YR CORP BD | 808524698 | $338 | 8,036 | 0.2% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $346 | 6,901 | 0.2% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $353 | 7,713 | 0.2% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $358 | 3,342 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $361 | 2,111 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $378 | 1,415 | 0.2% |
| CSX Corp(CSX) | COM | 126408103 | $384 | 14,400 | 0.2% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $385 | 3,785 | 0.2% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $390 | 1,890 | 0.2% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $416 | 6,256 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $423 | 2,587 | 0.2% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $443 | 7,606 | 0.2% |
| Spdr SER TR(HYMB) | NUVEEN BLOOMBERG | 78464A284 | $444 | 9,255 | 0.2% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $474 | 10,003 | 0.2% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $530 | 6,998 | 0.3% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $538 | 1,665 | 0.3% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $538 | 6,819 | 0.3% |
| Vaneck ETF Trust(HYD) | HIGH YLD MUNIETF | 92189H409 | $539 | 10,800 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $540 | 14,788 | 0.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $583 | 7,846 | 0.3% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $695 | 6,839 | 0.4% |
| Chubb Limited(CB) | COM | H1467J104 | $721 | 3,964 | 0.4% |
| Spdr SER TR(JNK) | BLOOMBERG HIGH Y | 78468R622 | $727 | 8,279 | 0.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $744 | 6,028 | 0.4% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $806 | 4,724 | 0.4% |
| Spdr Index SHS FDS(RWO) | DJ GLB RL ES ETF | 78463X749 | $824 | 21,285 | 0.4% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SH | 78468R739 | $862 | 18,693 | 0.4% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $891 | 18,505 | 0.5% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $900 | 48,168 | 0.5% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $904 | 19,601 | 0.5% |
| Invesco Exch Traded FD TR II(BKLN) | SR LN ETF | 46138G508 | $972 | 48,156 | 0.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $973 | 9,487 | 0.5% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $1.0K | 22,999 | 0.5% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $1.1K | 21,989 | 0.5% |