Q2 2022 Holdings
Filed 2022-08-16 | 22 holdings | $149.6K | 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 | $28.1K | 373,924 | 18.8% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $21.4K | 149,100 | 14.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $17.7K | 397,332 | 11.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $16.1K | 81,810 | 10.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $12.0K | 307,305 | 8.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $11.6K | 224,506 | 7.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $11.6K | 151,509 | 7.7% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $8.2K | 138,346 | 5.5% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $4.7K | 51,230 | 3.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.9K | 51,127 | 2.6% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $3.9K | 77,799 | 2.6% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $2.3K | 47,270 | 1.5% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.2K | 87,359 | 1.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.0K | 11,584 | 1.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.0K | 16,210 | 0.7% |
| Home Depot Inc(HD) | COM | 437076102 | $685 | 2,499 | 0.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $661 | 2,575 | 0.4% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $373 | 11,850 | 0.2% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $365 | 2,000 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $363 | 2,045 | 0.2% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $228 | 2,500 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $205 | 1,232 | 0.1% |