Q1 2023 Holdings
Filed 2023-04-10 | 159 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $7.9K | 107,523 | 0.5% |
| Invesco Exch TRD SLF IDX FD(BSCP) | BULSHS 2025 CB | 46138J825 | $7.9K | 388,971 | 0.5% |
| Invesco Exch TRD SLF IDX FD(BSCO) | BULSHS 2024 CB | 46138J841 | $8.2K | 398,100 | 0.5% |
| Invesco Exch TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | $8.6K | 409,114 | 0.5% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $9.3K | 24,615 | 0.5% |
| Procter and Gamble Co(PG) | COM | 742718109 | $12.8K | 86,278 | 0.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $14.6K | 302,561 | 0.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $314.0K | 3,043 | 18.1% |
| DBX ETF TR(DBEF) | XTRACK MSCI EAFE | 233051200 | $1.2M | 34,176 | 69.3% |