Q3 2022 Holdings
Filed 2022-10-27 | 22 holdings | $143.5K | 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 | $25.8K | 361,494 | 18.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $20.5K | 151,754 | 14.3% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $17.6K | 415,541 | 12.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $15.3K | 81,546 | 10.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $12.6K | 170,004 | 8.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $12.5K | 329,848 | 8.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $10.3K | 225,712 | 7.2% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $8.2K | 148,912 | 5.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $4.5K | 55,861 | 3.1% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $3.9K | 81,669 | 2.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.7K | 48,916 | 2.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.0K | 11,584 | 1.4% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.0K | 88,209 | 1.4% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $981 | 16,210 | 0.7% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $896 | 19,770 | 0.6% |
| Home Depot Inc(HD) | COM | 437076102 | $692 | 2,509 | 0.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $601 | 2,578 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $335 | 2,053 | 0.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $333 | 11,850 | 0.2% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $323 | 2,000 | 0.2% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $215 | 2,500 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $201 | 1,232 | 0.1% |