Q2 2022 Holdings
Filed 2022-07-18 | 25 holdings | $171.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $48.3K | 232,505 | 28.1% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $21.1K | 887,917 | 12.3% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $16.0K | 73,600 | 9.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $12.8K | 120,384 | 7.5% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $12.8K | 182,111 | 7.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $11.1K | 221,635 | 6.5% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $7.7K | 149,405 | 4.5% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $6.7K | 38,794 | 3.9% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $4.8K | 107,781 | 2.8% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.2K | 24,594 | 2.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.8K | 20,337 | 2.2% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $2.9K | 58,253 | 1.7% |
| Spdr SER TR(TFI) | NUVEEN BLMBRG MU | 78468R721 | $2.5K | 55,429 | 1.5% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.4K | 32,081 | 1.4% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $2.2K | 21,475 | 1.3% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $2.2K | 47,875 | 1.3% |
| Pimco ETF TR(SMMU) | SHTRM MUN BD ACT | 72201R874 | $2.1K | 41,895 | 1.2% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SH | 78468R739 | $2.0K | 42,687 | 1.2% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.8K | 16,779 | 1.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.4K | 27,477 | 0.8% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $1.1K | 16,178 | 0.6% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $683 | 10,570 | 0.4% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $631 | 7,394 | 0.4% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $342 | 5,523 | 0.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $329 | 7,369 | 0.2% |