Q1 2022 Holdings
Filed 2022-04-18 | 67 holdings | $7.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $5.7K | 146,729 | 0.1% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $5.8K | 36,853 | 0.1% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $5.9K | 33,262 | 0.1% |
| Spdr SER TR(HYMB) | NUVEEN BLOOMBERG | 78464A284 | $6.3K | 114,313 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $9.2K | 198,756 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $10.6K | 223,456 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $15.0K | 290,638 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $19.7K | 247,805 | 0.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $23.8K | 649,480 | 0.3% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $24.2K | 579,096 | 0.3% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $27.1K | 408,884 | 0.3% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $37.7K | 785,892 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $43.3K | 803,383 | 0.6% |
| Cormedix Inc(CRMD) | COM | 21900C308 | $62.0K | 11,373 | 0.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $405.0K | 2,500 | 5.2% |
| Abrdn Etfs(BCI) | BBRG ALL COMD K1 | 003261104 | $1.3M | 43,800 | 16.2% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $5.7M | 151,846 | 73.9% |