Q2 2024 Holdings
Filed 2024-07-18 | 14 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $754.0K | 3,578 | 59.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $239.0K | 1,393 | 19.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $236.0K | 1,223 | 18.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $12.5K | 162,086 | 1.0% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $10.2K | 127,296 | 0.8% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $3.0K | 73,015 | 0.2% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $2.4K | 4,464 | 0.2% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $1.5K | 30,376 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $635 | 1,166 | 0.1% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $345 | 1,707 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $332 | 1,300 | 0.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $298 | 3,888 | 0.0% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $237 | 4,080 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $210 | 1,700 | 0.0% |