Q1 2023 Holdings
Filed 2023-04-12 | 64 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(ISCV) | MRNING SM CP ETF | 464288703 | $9.7K | 185,643 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $12.5K | 170,437 | 0.2% |
| Ishares TR(IMCV) | MRGSTR MD CP VAL | 464288406 | $13.4K | 216,061 | 0.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $19.1K | 251,059 | 0.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $22.4K | 224,975 | 0.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $26.6K | 550,481 | 0.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $27.2K | 673,468 | 0.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $31.4K | 585,298 | 0.5% |
| Ishares TR(ILCV) | MRNGSTR LG-CP VL | 464288109 | $50.8K | 794,886 | 0.8% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $65.9K | 1,893,557 | 1.0% |
| Cummins Inc(CMI) | COM | 231021106 | $1.4M | 5,743 | 20.5% |
| Corning Inc(GLW) | COM | 219350105 | $1.4M | 40,220 | 21.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.5M | 3,022 | 22.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.0M | 12,677 | 30.2% |