Q4 2021 Holdings
Filed 2022-01-20 | 21 holdings | $194.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $73.5K | 277,792 | 37.7% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $20.8K | 74,910 | 10.7% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $17.2K | 212,288 | 8.8% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $16.6K | 565,552 | 8.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $14.3K | 122,671 | 7.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $11.8K | 191,736 | 6.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $8.5K | 75,032 | 4.4% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $8.0K | 36,495 | 4.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.9K | 26,555 | 3.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.5K | 14,510 | 1.8% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $3.2K | 26,090 | 1.6% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.9K | 33,179 | 1.5% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $2.1K | 37,060 | 1.1% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.4K | 27,145 | 0.7% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $1.3K | 14,855 | 0.7% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.0K | 12,428 | 0.5% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $1.0K | 9,444 | 0.5% |
| Spdr SER TR(TFI) | NUVEEN BLMBRG MU | 78468R721 | $975 | 18,854 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $514 | 4,514 | 0.3% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $325 | 5,911 | 0.2% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $208 | 3,035 | 0.1% |