Q1 2025 Holdings
Filed 2025-04-30 | 22 holdings | $465.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $250.0K | 1,129 | 53.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $35.1K | 444,296 | 7.5% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $31.3K | 161,091 | 6.7% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $29.6K | 1,338,998 | 6.3% |
| Wisdomtree TR(DLN) | US LARGECAP DIVD | 97717W307 | $18.7K | 236,179 | 4.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $18.3K | 70,700 | 3.9% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $17.1K | 728,939 | 3.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $15.6K | 251,892 | 3.4% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $11.5K | 156,842 | 2.5% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $10.3K | 206,959 | 2.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $7.5K | 82,548 | 1.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $6.1K | 78,121 | 1.3% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $5.0K | 201,351 | 1.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $3.5K | 127,063 | 0.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.3K | 5,193 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.2K | 5,200 | 0.2% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $983 | 37,542 | 0.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $865 | 37,360 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $670 | 1,786 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $592 | 1,616 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $217 | 736 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $209 | 1,261 | 0.0% |