Q4 2021 Holdings
Filed 2022-01-27 | 13 holdings | $119.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $34.8K | 72,912 | 29.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $21.9K | 271,170 | 18.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $21.6K | 189,574 | 18.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $16.8K | 146,309 | 14.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $12.0K | 103,476 | 10.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $4.0K | 55,349 | 3.4% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $3.9K | 68,393 | 3.3% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $1.7K | 57,515 | 1.4% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.3K | 28,249 | 1.1% |
| Dimensional ETF Trust(DFAE) | EMGR CRE EQT MNG | 25434V302 | $967 | 35,338 | 0.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $342 | 1,418 | 0.3% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $329 | 5,958 | 0.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $292 | 5,417 | 0.2% |