Q4 2021 Holdings
Filed 2022-01-19 | 19 holdings | $399.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $239.0K | 3,779 | 59.8% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $26.9K | 332,341 | 6.7% |
| Invesco Exch Traded FD TR II(QQQM) | NASDAQ 100 ETF | 46138G649 | $26.8K | 163,839 | 6.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $23.5K | 103,897 | 5.9% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $19.2K | 165,863 | 4.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $18.0K | 222,048 | 4.5% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $16.6K | 195,705 | 4.1% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $15.3K | 230,679 | 3.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.8K | 38,309 | 2.4% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.0K | 10,189 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $900 | 2,676 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $706 | 2,924 | 0.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $527 | 9,782 | 0.1% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $487 | 9,235 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $234 | 588 | 0.1% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $231 | 8,684 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $221 | 1,284 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $216 | 836 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $208 | 1,171 | 0.1% |