Q4 2024 Holdings
Filed 2025-01-21 | 21 holdings | $477.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $274.0K | 1,096 | 57.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $32.0K | 444,454 | 6.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $30.0K | 1,293,934 | 6.3% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $29.8K | 152,077 | 6.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $19.8K | 764,326 | 4.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $19.2K | 245,901 | 4.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $19.0K | 71,880 | 4.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $15.1K | 256,362 | 3.2% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $12.9K | 165,534 | 2.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $7.2K | 801,855 | 1.5% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $5.3K | 108,828 | 1.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.4K | 44,230 | 0.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.7K | 100,595 | 0.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $2.0K | 5,003 | 0.4% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.2K | 5,200 | 0.3% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.0K | 37,542 | 0.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $848 | 37,360 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $751 | 1,783 | 0.2% |
| Home Depot Inc(HD) | COM | 437076102 | $624 | 1,606 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $458 | 896 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $212 | 732 | 0.0% |