Q3 2022 Holdings
Filed 2022-11-10 | 16 holdings | $324.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | Common Stock | 17275R102 | $200.0K | 5,000 | 61.6% |
| Vanguard MUN BD FDS(VTEB) | Funds | 922907746 | $48.3K | 1,002,963 | 14.9% |
| Vanguard Specialized Funds(VIG) | Funds | 921908844 | $38.1K | 281,930 | 11.7% |
| Vanguard Star FDS(VXUS) | Funds | 921909768 | $18.5K | 404,609 | 5.7% |
| Vanguard Scottsdale FDS(VGSH) | Funds | 92206C102 | $8.5K | 146,608 | 2.6% |
| Apple Inc(AAPL) | Common Stock | 037833100 | $2.6K | 18,885 | 0.8% |
| Vanguard Index FDS(VB) | Funds | 922908751 | $1.9K | 10,890 | 0.6% |
| Sherwin Williams Co(SHW) | Common Stock | 824348106 | $1.7K | 8,413 | 0.5% |
| Ishares Gold TR(IAU) | Funds | 464285204 | $1.2K | 39,275 | 0.4% |
| Ishares TR(AGG) | Funds | 464287226 | $1.2K | 12,120 | 0.4% |
| Vanguard Intl Equity Index F(VWO) | Funds | 922042858 | $1.1K | 30,744 | 0.3% |
| Deere & Co(DE) | Common Stock | 244199105 | $511 | 1,530 | 0.2% |
| Vertiv Holdings Co(VRT) | Common Stock | 92537N108 | $377 | 38,819 | 0.1% |
| Spdr Gold TR(GLD) | Funds | 78463V107 | $323 | 2,089 | 0.1% |
| Microsoft Corp(MSFT) | Common Stock | 594918104 | $203 | 873 | 0.1% |
| J P Morgan Exchange-Traded F(JPST) | Funds | 46641Q837 | $202 | 4,022 | 0.1% |