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Cassady Schiller Wealth Management, LLC

Q1 2022 Holdings

Filed 2022-05-12 | 110 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
DFA TA US Core Equity 2(DFAC)ETF25434V708$4.7K169,6370.5%
Ishares Tips Bond Etf(TIP)ETF464287176$6.4K51,2780.6%
U.S. Bancorp(USB)COM902973304$7.0K132,3400.7%
Vanguard S&P 500 Etf(VOO)ETF922908363$8.9K21,5320.9%
Vanguard Growth Etf(VUG)ETF922908736$9.0K31,4550.9%
Vanguard Value ETF(VTV)ETF922908744$14.6K98,4951.5%
Procter & Gamble Co.(PG)COM742718109$18.1K118,4731.8%
Cincinnati Financial Corp.(CINF)COM172062101$44.9K330,3354.5%
Cisco Systems, Inc.(CSCO)COM17275R102$362.0K6,48736.1%
Abbvie Inc(ABBV)COM00287Y109$433.0K2,67243.2%
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