Q2 2022 Holdings
Filed 2022-08-15 | 28 holdings | $353.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $300.0K | 2,822 | 84.8% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $8.3K | 147,893 | 2.4% |
| Vanguard Tax-Managed Intl FD(VEA) | VAN FTSE DEV MKT | 921943858 | $8.0K | 195,174 | 2.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $7.6K | 57,427 | 2.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $7.3K | 21,043 | 2.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $4.7K | 61,794 | 1.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.7K | 18,792 | 1.0% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $2.8K | 56,070 | 0.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.6K | 33,698 | 0.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.4K | 26,368 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $943 | 6,894 | 0.3% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $788 | 20,079 | 0.2% |
| TJX COS Inc New(TJX) | COM | 872540109 | $624 | 11,164 | 0.2% |
| Amgen Inc(AMGN) | COM | 031162100 | $383 | 1,573 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $365 | 1,423 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $343 | 157 | 0.1% |
| Allstate Corp(ALL) | COM | 020002101 | $339 | 2,677 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $337 | 2,996 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $303 | 1,707 | 0.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $291 | 2,243 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $290 | 1,473 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $252 | 491 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $233 | 3,049 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $230 | 838 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $225 | 1,482 | 0.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $223 | 1,382 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $200 | 733 | 0.1% |
| Chase Corp(CCFEUR) | COM | 16150R104 | $200 | 2,575 | 0.1% |