Q1 2022 Holdings
Filed 2022-04-28 | 30 holdings | $442.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $297.0K | 5,332 | 67.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $26.4K | 490,002 | 6.0% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $17.6K | 215,075 | 4.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $14.7K | 196,158 | 3.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $14.7K | 254,743 | 3.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $13.9K | 178,982 | 3.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $8.8K | 21,174 | 2.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $8.3K | 112,591 | 1.9% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $7.5K | 66,964 | 1.7% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $6.3K | 83,161 | 1.4% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $5.4K | 25,719 | 1.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $3.9K | 82,028 | 0.9% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $3.0K | 38,003 | 0.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.6K | 24,382 | 0.6% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $2.6K | 5,286 | 0.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.2K | 60,581 | 0.5% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $1.2K | 4,683 | 0.3% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $956 | 9,046 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $871 | 4,988 | 0.2% |
| Schwab Strategic TR(FNDB) | SCHWAB FDT US BM | 808524789 | $679 | 11,750 | 0.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $629 | 12,439 | 0.1% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $499 | 6,578 | 0.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $478 | 6,123 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $467 | 2,635 | 0.1% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $445 | 5,137 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $415 | 1,345 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $301 | 666 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $275 | 466 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $245 | 540 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $215 | 66 | 0.0% |