Q2 2021 Holdings
Filed 2021-08-16 | 13 holdings | $117.8K | 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 | $38.2K | 97,031 | 32.4% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $17.2K | 279,684 | 14.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $14.8K | 179,959 | 12.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $10.8K | 37,538 | 9.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $7.8K | 50,157 | 6.6% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $7.4K | 82,541 | 6.3% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $7.1K | 68,663 | 6.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.8K | 49,222 | 5.7% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $3.1K | 16,568 | 2.7% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.2K | 18,766 | 1.9% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.1K | 19,815 | 1.8% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $229 | 2,810 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $209 | 1,410 | 0.2% |