Q1 2022 Holdings
Filed 2022-04-28 | 14 holdings | $304.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P 500 ETF | 464287200 | $192.7K | 424,774 | 63.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $55.5K | 243,982 | 18.2% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $28.8K | 492,288 | 9.5% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $14.5K | 270,644 | 4.7% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $4.4K | 44,593 | 1.5% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $3.7K | 45,094 | 1.2% |
| 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 | $700 | 5,465 | 0.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $633 | 2,413 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $499 | 1,860 | 0.2% |
| Spdr SER TR(XHE) | HLTH CR EQUIP | 78464A581 | $473 | 4,220 | 0.2% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $472 | 7,745 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $328 | 5,693 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $299 | 720 | 0.1% |