Q4 2021 Holdings
Filed 2022-01-26 | 12 holdings | $128.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $43.4K | 99,405 | 33.8% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $19.8K | 325,860 | 15.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $14.7K | 182,301 | 11.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $11.6K | 36,017 | 9.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $8.4K | 48,626 | 6.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $7.6K | 51,941 | 5.9% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $7.3K | 71,078 | 5.7% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $7.2K | 82,001 | 5.6% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $3.2K | 17,688 | 2.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.5K | 21,656 | 2.0% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.5K | 23,415 | 2.0% |
| Abbott Labs(ABT) | COM | 002824100 | $239 | 1,700 | 0.2% |