Q4 2021 Holdings
Filed 2022-03-02 | 20 holdings | $175.1K | 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 | $33.7K | 397,596 | 19.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $27.4K | 107,508 | 15.6% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $26.4K | 153,980 | 15.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $17.2K | 151,285 | 9.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $17.0K | 165,544 | 9.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $13.7K | 216,256 | 7.9% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $9.9K | 121,721 | 5.6% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $9.0K | 135,546 | 5.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $5.9K | 72,472 | 3.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $4.6K | 39,191 | 2.6% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.9K | 96,845 | 1.6% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $1.9K | 36,108 | 1.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.3K | 16,210 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.2K | 5,200 | 0.7% |
| Home Depot Inc(HD) | COM | 437076102 | $1.0K | 2,479 | 0.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $864 | 2,567 | 0.5% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $429 | 2,000 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $347 | 2,030 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $214 | 1,232 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $206 | 678 | 0.1% |