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Spartan Planning & Wealth Management

Q2 2022 Holdings

Filed 2022-08-10 | 114 holdings | $395.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Kellogg Co(KEL)COM487836108$72210,1180.2%
Ishares TR(IAGG)CORE INTL AGGR46435G672$75615,1680.2%
Spdr SER TR(SPIP)PORTFLI TIPS ETF78464A656$85831,1620.2%
Ishares TR(GOVT)US TREAS BD ETF46429B267$95639,9990.2%
Spdr Index SHS FDS(SPEM)PORTFOLIO EMG MK78463X509$1.1K31,3030.3%
Ishares TR(SHY)1 3 YR TREAS BD464287457$1.3K16,0740.3%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$1.5K52,3670.4%
Ishares TR(USRT)CRE U S REIT ETF464288521$1.5K28,6530.4%
Spdr SER TR(SPTM)PORTFOLI S&P150078464A805$1.8K39,6650.5%
ETF SER Solutions(OPER)CLEARSHS ULTRA26922A453$8.4K83,6652.1%
Ishares TR(SHV)SHORT TREAS BD464288679$21.9K199,2985.5%
Spdr SER TR(BIL)BLOOMBERG 1-3 MO78468R663$22.8K249,0025.8%
Conocophillips(COP)COM20825C104$108.0K1,20227.3%
Abbvie Inc(ABBV)COM00287Y109$213.0K1,38953.8%
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