Q1 2021 Holdings
Filed 2021-04-15 | 13 holdings | $109.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $35.1K | 96,467 | 32.2% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $17.4K | 282,584 | 15.9% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $14.0K | 170,569 | 12.9% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $9.6K | 37,253 | 8.8% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $7.3K | 49,629 | 6.7% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $6.8K | 76,749 | 6.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.4K | 48,827 | 5.9% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $6.2K | 63,373 | 5.7% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $2.8K | 15,795 | 2.6% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $1.5K | 12,846 | 1.4% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.5K | 13,815 | 1.4% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $222 | 2,810 | 0.2% |
| Abbott Labs(ABT) | COM | 002824100 | $204 | 1,700 | 0.2% |