Q1 2022 Holdings
Filed 2022-04-25 | 23 holdings | $196.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $68.8K | 274,959 | 35.1% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $20.8K | 79,116 | 10.6% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $16.4K | 211,419 | 8.4% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $15.3K | 555,340 | 7.8% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $14.7K | 134,269 | 7.5% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $12.1K | 209,411 | 6.2% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $8.3K | 40,290 | 4.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $7.7K | 143,590 | 3.9% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.6K | 27,137 | 2.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.9K | 17,280 | 2.0% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $3.4K | 41,293 | 1.7% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $3.1K | 26,034 | 1.6% |
| Spdr SER TR(TFI) | NUVEEN BLMBRG MU | 78468R721 | $2.9K | 59,705 | 1.5% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $2.3K | 44,581 | 1.2% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $2.2K | 42,884 | 1.1% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.4K | 28,454 | 0.7% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $1.4K | 16,958 | 0.7% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SH | 78468R739 | $1.3K | 27,795 | 0.7% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.2K | 11,325 | 0.6% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $1.1K | 11,311 | 0.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.0K | 18,862 | 0.5% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $976 | 12,505 | 0.5% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $262 | 3,910 | 0.1% |