Q1 2024 Holdings
Filed 2024-04-17 | 18 holdings | $199.2K | 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 | $31.5K | 433,093 | 15.8% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $29.6K | 161,841 | 14.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $29.3K | 472,009 | 14.7% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $20.6K | 82,561 | 10.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $19.6K | 397,259 | 9.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $17.0K | 219,384 | 8.5% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $16.4K | 272,272 | 8.3% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $12.4K | 171,898 | 6.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $6.6K | 75,985 | 3.3% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $5.3K | 110,666 | 2.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.7K | 47,850 | 1.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.9K | 116,404 | 1.5% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.3K | 16,005 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.2K | 5,200 | 0.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $704 | 1,674 | 0.4% |
| Home Depot Inc(HD) | COM | 437076102 | $605 | 1,577 | 0.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $398 | 898 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $202 | 1,279 | 0.1% |