Q3 2022 Holdings
Filed 2022-10-19 | 28 holdings | $166.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $45.5K | 230,346 | 27.3% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $21.1K | 993,914 | 12.7% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $17.9K | 86,521 | 10.8% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $11.5K | 173,498 | 6.9% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $11.0K | 247,550 | 6.6% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $8.4K | 82,072 | 5.1% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $5.8K | 35,292 | 3.5% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $4.5K | 88,287 | 2.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $4.3K | 102,552 | 2.6% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $4.1K | 84,938 | 2.5% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.1K | 24,575 | 2.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.6K | 20,080 | 2.2% |
| Spdr SER TR(TFI) | NUVEEN BLMBRG MU | 78468R721 | $3.3K | 75,740 | 2.0% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $3.2K | 78,723 | 1.9% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SH | 78468R739 | $2.3K | 50,887 | 1.4% |
| Pimco ETF TR(SMMU) | SHTRM MUN BD ACT | 72201R874 | $2.3K | 47,422 | 1.4% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.1K | 28,912 | 1.2% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $2.1K | 21,366 | 1.2% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.0K | 19,559 | 1.2% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.3K | 27,214 | 0.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.2K | 27,739 | 0.7% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $1.0K | 15,329 | 0.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $935 | 9,702 | 0.6% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $924 | 15,978 | 0.6% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $698 | 15,261 | 0.4% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $686 | 11,037 | 0.4% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $633 | 7,968 | 0.4% |
| Vanguard Scottsdale FDS(VTHR) | VNG RUS3000IDX | 92206C599 | $324 | 2,009 | 0.2% |