Q1 2022 Holdings
Filed 2022-05-06 | 13 holdings | $284.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $108.1K | 2,025,145 | 38.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $85.0K | 793,634 | 29.9% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $36.7K | 998,092 | 12.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $34.4K | 76,275 | 12.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $15.1K | 140,224 | 5.3% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.2K | 7,310 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $919 | 4,038 | 0.3% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $809 | 4,873 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $700 | 4,009 | 0.2% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $484 | 9,391 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $474 | 8,226 | 0.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $440 | 408 | 0.2% |
| Smartfinancial Inc(SMBK) | COM NEW | 83190L208 | $290 | 11,320 | 0.1% |