Q3 2021 Holdings
Filed 2021-11-15 | 15 holdings | $119.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $38.9K | 98,705 | 32.6% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $17.5K | 284,589 | 14.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $14.8K | 181,214 | 12.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $10.8K | 37,137 | 9.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $7.7K | 50,234 | 6.5% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $7.2K | 80,796 | 6.0% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $7.2K | 70,143 | 6.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.8K | 50,344 | 5.7% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $3.1K | 17,263 | 2.6% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.3K | 21,275 | 1.9% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.3K | 19,681 | 1.9% |
| Pepsico Inc(PEP) | COM | 713448108 | $212 | 1,410 | 0.2% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $212 | 2,810 | 0.2% |
| YUM Brands Inc(YUM) | COM | 988498101 | $205 | 1,672 | 0.2% |
| Abbott Labs(ABT) | COM | 002824100 | $201 | 1,700 | 0.2% |