Q3 2021 Holdings
Filed 2021-12-09 | 18 holdings | $161.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $32.3K | 378,115 | 20.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $24.9K | 105,229 | 15.5% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $23.2K | 150,884 | 14.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $16.2K | 161,460 | 10.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $15.5K | 149,287 | 9.6% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $13.2K | 208,227 | 8.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $9.3K | 113,310 | 5.8% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $7.9K | 65,960 | 4.9% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $5.5K | 67,631 | 3.4% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.9K | 38,409 | 2.4% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.8K | 91,493 | 1.7% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $1.8K | 34,800 | 1.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.3K | 16,720 | 0.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.1K | 5,200 | 0.7% |
| Home Depot Inc(HD) | COM | 437076102 | $812 | 2,473 | 0.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $723 | 2,565 | 0.4% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $364 | 2,000 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $327 | 2,023 | 0.2% |