Q1 2025 Holdings
Filed 2025-04-23 | 57 holdings | $147.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $6.1M | 219,382 | 4.2% |
| Fidelity Merrimack STR TR(FBND) | TOTAL BD ETF | 316188309 | $6.7M | 146,316 | 4.5% |
| SSgA Active TR(STOT) | SPDR DBLELN SHRT | 78470P200 | $6.7M | 142,534 | 4.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $8.4M | 22,554 | 5.7% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $10.5M | 204,951 | 7.1% |
| Spdr SER TR(BIL) | BLOOMBERG 1-3 MO | 78468R663 | $14.5M | 157,699 | 9.8% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $16.8M | 208,532 | 11.4% |