Q3 2022 Holdings
Filed 2022-11-03 | 62 holdings | $357.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $2.6K | 26,746 | 0.7% |
| Spdr SER TR(QUS) | MSCI USA STRTGIC | 78468R812 | $3.1K | 30,352 | 0.9% |
| Lattice Strategies TR(RODM) | HARTFORD MLT ETF | 518416102 | $3.8K | 173,430 | 1.1% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $4.7K | 137,844 | 1.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.5K | 150,205 | 1.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $5.9K | 35,043 | 1.7% |
| Schwab Strategic TR(FNDC) | SCHWB FDT INT SC | 808524748 | $6.1K | 226,136 | 1.7% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $8.2K | 157,861 | 2.3% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $8.5K | 52,267 | 2.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $13.1K | 136,385 | 3.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $14.4K | 192,286 | 4.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $243.0K | 2,150 | 67.9% |