Q3 2022 Holdings
Filed 2022-11-01 | 13 holdings | $237.6K | 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 | $88.1K | 2,097,918 | 37.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $75.9K | 788,106 | 32.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $29.0K | 1,032,344 | 12.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $26.7K | 74,872 | 11.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $12.7K | 145,175 | 5.3% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $1.3K | 9,771 | 0.6% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.0K | 7,735 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $731 | 4,072 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $591 | 4,274 | 0.2% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $452 | 9,391 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $354 | 7,981 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $346 | 1,306 | 0.1% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $281 | 11,382 | 0.1% |