Q1 2022 Holdings
Filed 2022-04-29 | 23 holdings | $170.1K | 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 | $30.2K | 380,109 | 17.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $26.0K | 109,417 | 15.3% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $25.5K | 157,070 | 15.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $16.4K | 305,065 | 9.7% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $14.4K | 304,946 | 8.5% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $13.0K | 217,344 | 7.6% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $10.0K | 128,682 | 5.9% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $9.1K | 138,075 | 5.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $6.1K | 77,910 | 3.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $4.5K | 41,197 | 2.6% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $2.9K | 57,452 | 1.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.8K | 101,321 | 1.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.5K | 11,960 | 1.5% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $1.9K | 37,747 | 1.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.2K | 16,210 | 0.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $793 | 2,571 | 0.5% |
| Home Depot Inc(HD) | COM | 437076102 | $745 | 2,488 | 0.4% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $476 | 12,950 | 0.3% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $429 | 2,000 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $361 | 2,038 | 0.2% |
| Schwab Strategic TR(SCHJ) | 1 5YR CORP BD | 808524714 | $265 | 5,466 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $206 | 1,232 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $205 | 2,500 | 0.1% |