Q3 2021 Holdings
Filed 2021-10-22 | 11 holdings | $272.7K | 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 | $184.9K | 429,259 | 67.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $37.0K | 166,521 | 13.6% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $24.0K | 445,383 | 8.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $14.1K | 135,322 | 5.2% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $4.2K | 41,788 | 1.5% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $3.6K | 45,094 | 1.3% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $2.1K | 8,377 | 0.8% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $1.4K | 4,000 | 0.5% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $642 | 5,465 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $489 | 1,860 | 0.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $284 | 720 | 0.1% |