Q2 2024 Holdings
Filed 2024-09-13 | 18 holdings | $203.7K | 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 | $32.3K | 448,816 | 15.9% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $30.3K | 471,893 | 14.9% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $29.7K | 162,810 | 14.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $19.9K | 82,185 | 9.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $19.2K | 404,458 | 9.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $17.7K | 229,297 | 8.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $16.6K | 275,875 | 8.2% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $12.7K | 173,997 | 6.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $6.7K | 79,670 | 3.3% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $5.6K | 115,287 | 2.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.7K | 48,418 | 1.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $3.1K | 116,188 | 1.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $2.1K | 10,561 | 1.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.2K | 16,005 | 0.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.1K | 5,200 | 0.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $749 | 1,677 | 0.4% |
| Home Depot Inc(HD) | COM | 437076102 | $546 | 1,588 | 0.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $429 | 896 | 0.2% |