Q2 2022 Holdings
Filed 2022-07-29 | 13 holdings | $248.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $90.1K | 2,039,533 | 36.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $80.3K | 789,891 | 32.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $31.7K | 1,008,388 | 12.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $28.5K | 75,670 | 11.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $13.0K | 141,024 | 5.2% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.1K | 7,697 | 0.4% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $830 | 5,722 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $765 | 4,054 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $570 | 4,166 | 0.2% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $469 | 9,391 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $396 | 7,935 | 0.2% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $274 | 11,350 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $271 | 402 | 0.1% |