Q1 2022 Holdings
Filed 2022-04-27 | 15 holdings | $115.9K | 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 | $33.1K | 73,031 | 28.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $21.3K | 272,308 | 18.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $20.6K | 192,399 | 17.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $16.1K | 148,977 | 13.9% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $11.4K | 105,214 | 9.8% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $3.7K | 67,697 | 3.2% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $3.4K | 49,861 | 3.0% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $2.0K | 71,935 | 1.7% |
| Dimensional ETF Trust(DFAE) | EMGR CRE EQT MNG | 25434V302 | $1.2K | 45,320 | 1.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.2K | 26,960 | 1.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $723 | 3,176 | 0.6% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $404 | 6,764 | 0.3% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $356 | 5,966 | 0.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $274 | 4,680 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $218 | 2,737 | 0.2% |