Q4 2021 Holdings
Filed 2022-01-19 | 246 holdings | $273.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boeing Co(BA) | COM | 097023105 | $57.0K | 281 | 20.8% |
| Corteva Inc(CTVA) | COM | 22052L104 | $39.0K | 830 | 14.2% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $19.7K | 175,698 | 7.2% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $15.2K | 210,020 | 5.6% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $13.5K | 101,989 | 4.9% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $13.3K | 143,760 | 4.9% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $11.8K | 232,045 | 4.3% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $10.4K | 165,578 | 3.8% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $9.5K | 259,123 | 3.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $9.4K | 41,617 | 3.4% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $8.1K | 139,222 | 3.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $7.8K | 30,429 | 2.8% |
| Global X FDS(PFFD) | US PFD ETF | 37954Y657 | $7.2K | 277,764 | 2.6% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $7.1K | 170,437 | 2.6% |
| Global X FDS(XYLD) | S&P 500 COVERED | 37954Y475 | $7.1K | 139,797 | 2.6% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $6.5K | 208,541 | 2.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $5.3K | 29,767 | 1.9% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $5.2K | 103,877 | 1.9% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $4.5K | 30,053 | 1.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.8K | 32,321 | 1.4% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $1.1K | 26,766 | 0.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $650 | 1,294 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $647 | 3,646 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $505 | 1,574 | 0.2% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $500 | 11,902 | 0.2% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $490 | 13,541 | 0.2% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $415 | 8,654 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $396 | 830 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $359 | 2,439 | 0.1% |
| Principal Financial Group in(PFG) | COM | 74251V102 | $264 | 3,654 | 0.1% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $260 | 4,771 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $252 | 3,104 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $247 | 825 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $227 | 1,997 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $225 | 3,800 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $214 | 1,828 | 0.1% |
| Spdr SER TR(MDYV) | S&P 400 MDCP VAL | 78464A839 | $209 | 2,942 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $202 | 2,350 | 0.1% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $201 | 789 | 0.1% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $199 | 706 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $191 | 558 | 0.1% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $184 | 2,167 | 0.1% |
| APA Corporation(APA) | COM | 03743Q108 | $184 | 6,850 | 0.1% |
| Spdr SER TR(MDYG) | S&P 400 MDCP GRW | 78464A821 | $177 | 2,174 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $169 | 2,758 | 0.1% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $151 | 5,091 | 0.1% |
| Spdr SER TR(PSK) | ICE PFD SEC ETF | 78464A292 | $147 | 3,422 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $143 | 874 | 0.1% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $135 | 1,992 | 0.0% |
| General Electric Co(GE) | COM NEW | 369604301 | $133 | 1,409 | 0.0% |