Q2 2022 Holdings
Filed 2022-07-27 | 15 holdings | $107.1K | 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 | $28.3K | 74,606 | 26.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $21.0K | 273,659 | 19.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $20.1K | 197,282 | 18.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $14.3K | 154,297 | 13.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $9.9K | 108,379 | 9.2% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $3.3K | 68,883 | 3.1% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $2.9K | 48,896 | 2.7% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $2.5K | 103,106 | 2.3% |
| Dimensional ETF Trust(DFAE) | EMGR CRE EQT MNG | 25434V302 | $1.5K | 66,309 | 1.4% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.0K | 26,626 | 1.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $915 | 4,972 | 0.9% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $436 | 8,456 | 0.4% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $426 | 8,603 | 0.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $285 | 3,783 | 0.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $282 | 5,888 | 0.3% |