Q4 2021 Holdings
Filed 2022-01-12 | 117 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $11.4K | 223,066 | 0.6% |
| Spdr SER TR(SPHY) | PORTFLI HIGH YLD | 78468R606 | $11.7K | 430,189 | 0.6% |
| Global X FDS(PFFD) | US PFD ETF | 37954Y657 | $12.7K | 479,111 | 0.6% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $13.2K | 320,809 | 0.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $13.3K | 114,107 | 0.6% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $13.8K | 246,497 | 0.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $18.8K | 639,792 | 0.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $20.4K | 63,318 | 1.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $24.7K | 300,397 | 1.2% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $25.2K | 312,202 | 1.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $26.0K | 480,213 | 1.3% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $31.3K | 182,682 | 1.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $31.9K | 140,909 | 1.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $32.6K | 836,119 | 1.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $45.9K | 400,441 | 2.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $283.0K | 4,467 | 13.8% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $1.3M | 31,950 | 62.0% |