Q3 2022 Holdings
Filed 2022-10-27 | 61 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $8.3K | 53,387 | 0.2% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $12.8K | 352,835 | 0.2% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $14.9K | 148,684 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $31.6K | 175,799 | 0.6% |
| D R Horton Inc(DHI) | COM | 23331A109 | $233.0K | 3,464 | 4.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $432.0K | 6,823 | 8.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $466.0K | 3,471 | 9.1% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $637.0K | 7,425 | 12.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $858.0K | 8,920 | 16.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.1M | 11,640 | 21.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.3M | 11,355 | 25.0% |