Q1 2022 Holdings
Filed 2022-05-04 | 59 holdings | $681.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $7.4K | 146,406 | 1.1% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $7.9K | 135,698 | 1.2% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $8.3K | 99,683 | 1.2% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $25.1K | 733,094 | 3.7% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $26.8K | 405,285 | 3.9% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $30.9K | 1,111,731 | 4.5% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $37.6K | 900,226 | 5.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $242.0K | 421 | 35.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $245.0K | 1,509 | 36.0% |