Q3 2021 Holdings
Filed 2021-11-03 | 15 holdings | $280.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $103.0K | 991,618 | 36.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $89.1K | 776,248 | 31.7% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $36.1K | 933,609 | 12.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $32.7K | 76,149 | 11.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $14.6K | 133,349 | 5.2% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.2K | 7,518 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $891 | 4,011 | 0.3% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $757 | 4,836 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $647 | 10,617 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $567 | 4,004 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $342 | 1,563 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $297 | 383 | 0.1% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $291 | 11,263 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $257 | 4,699 | 0.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $204 | 861 | 0.1% |