Q3 2021 Holdings
Filed 2021-11-29 | 16 holdings | $314.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $205.0K | 3,761 | 65.2% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $40.9K | 550,786 | 13.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $12.9K | 156,375 | 4.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $11.2K | 131,359 | 3.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $11.2K | 51,149 | 3.6% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $11.1K | 164,654 | 3.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $10.5K | 44,429 | 3.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $6.9K | 68,001 | 2.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.0K | 10,161 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $822 | 2,916 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $648 | 2,917 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $639 | 13,996 | 0.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $543 | 10,015 | 0.2% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $285 | 795 | 0.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $245 | 3,191 | 0.1% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $237 | 8,684 | 0.1% |