Q4 2024 Holdings
Filed 2025-02-13 | 64 holdings | $112.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Goldman Sachs ETF TR(GSLC) | ACTIVEBETA US LG | 381430503 | $2.7M | 23,582 | 2.4% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $2.8M | 84,161 | 2.5% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $2.8M | 53,385 | 2.5% |
| Vanguard Scottsdale FDS(VMBS) | MTG-BKD SECS ETF | 92206C771 | $3.3M | 72,884 | 2.9% |
| Ishares Inc(EMXC) | MSCI EMRG CHN | 46434G764 | $3.3M | 59,792 | 3.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $3.8M | 65,547 | 3.4% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $4.8M | 54,202 | 4.2% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $4.8M | 160,341 | 4.3% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $6.7M | 65,812 | 6.0% |
| Invesco Exchange Traded FD T(SPHQ) | S&P500 QUALITY | 46137V241 | $8.3M | 124,459 | 7.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $8.5M | 112,383 | 7.6% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $8.7M | 120,522 | 7.7% |
| Ishares TR(IEF) | 7-10 YR TRSY BD | 464287440 | $9.9M | 107,117 | 8.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $11.4M | 67,415 | 10.2% |