Q3 2022 Holdings
Filed 2022-10-20 | 25 holdings | $106.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $19.8K | 342,115 | 18.5% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $11.2K | 234,744 | 10.5% |
| Dimensional ETF Trust(DFAU) | US CORE EQT MKT | 25434V104 | $7.5K | 297,241 | 7.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $7.4K | 41,273 | 6.9% |
| American Centy ETF TR(AVSU) | AVANTIS RESPON U | 025072281 | $6.6K | 154,289 | 6.1% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $5.8K | 232,486 | 5.5% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.3K | 68,080 | 4.0% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $3.9K | 182,187 | 3.7% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $3.9K | 107,024 | 3.6% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $3.8K | 87,693 | 3.6% |
| American Centy ETF TR(AVSD) | AVANTIS RESPONSI | 025072299 | $3.7K | 92,673 | 3.5% |
| Schwab Strategic TR(FNDE) | SCHWB FDT EMK LG | 808524730 | $3.6K | 152,698 | 3.4% |
| American Centy ETF TR(AVDV) | INTL SMCP VLU | 025072802 | $3.3K | 69,785 | 3.1% |
| American Centy ETF TR(AVES) | EMERGING MKT VAL | 025072372 | $3.3K | 87,764 | 3.1% |
| American Centy ETF TR(AVIV) | INTERNATIONAL LR | 025072364 | $3.2K | 82,999 | 3.0% |
| Nushares ETF TR(NULV) | NUVEEN ESG LRGVL | 67092P300 | $2.8K | 90,975 | 2.6% |
| American Centy ETF TR(AVSE) | AVANTIS RESPONSI | 025072315 | $2.5K | 64,087 | 2.3% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $2.5K | 57,212 | 2.3% |
| Dimensional ETF Trust(DFAE) | EMGR CRE EQT MNG | 25434V302 | $2.4K | 117,357 | 2.2% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $1.7K | 18,817 | 1.6% |
| Vanguard World FD(VCEB) | ESG US CORP BD | 921910691 | $1.4K | 22,950 | 1.3% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $1.0K | 33,791 | 1.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $664 | 8,180 | 0.6% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $345 | 4,840 | 0.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $210 | 2,050 | 0.2% |