Q4 2023 Holdings
Filed 2024-01-12 | 16 holdings | $185.7K | 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 | $30.1K | 409,430 | 16.2% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $27.5K | 161,415 | 14.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $26.9K | 477,378 | 14.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $19.0K | 81,708 | 10.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $18.5K | 391,592 | 10.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $16.1K | 207,766 | 8.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $15.4K | 265,431 | 8.3% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $11.3K | 169,658 | 6.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $6.4K | 72,077 | 3.4% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $4.9K | 102,652 | 2.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.5K | 45,323 | 1.9% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.7K | 110,601 | 1.5% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.2K | 16,210 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.1K | 5,200 | 0.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $628 | 1,671 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $543 | 1,569 | 0.3% |