Q3 2022 Holdings
Filed 2022-10-26 | 15 holdings | $102.7K | 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 | $27.1K | 75,593 | 26.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $20.5K | 274,045 | 20.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $19.1K | 198,708 | 18.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $13.6K | 155,470 | 13.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $8.8K | 110,343 | 8.6% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $3.1K | 69,880 | 3.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $2.8K | 51,266 | 2.8% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $2.7K | 126,018 | 2.6% |
| Dimensional ETF Trust(DFAE) | EMGR CRE EQT MNG | 25434V302 | $1.5K | 76,001 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $989 | 5,635 | 1.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $895 | 24,439 | 0.9% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $458 | 9,998 | 0.4% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $435 | 9,108 | 0.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $317 | 4,444 | 0.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $267 | 5,888 | 0.3% |