Q4 2021 Holdings
Filed 2022-01-31 | 63 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.7K | 9,118 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $3.5K | 19,824 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $3.8K | 33,018 | 0.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.3K | 84,778 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $10.0K | 87,478 | 0.5% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $10.1K | 181,664 | 0.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.5K | 47,462 | 0.6% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $11.5K | 26,274 | 0.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $15.3K | 134,189 | 0.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $25.6K | 226,216 | 1.2% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $34.6K | 211,577 | 1.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $40.3K | 499,154 | 2.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.8M | 13,455 | 88.8% |