Q4 2021 Holdings
Filed 2022-02-11 | 32 holdings | $578.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $468.0K | 2,717 | 80.8% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $22.9K | 347,687 | 3.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $18.9K | 70,663 | 3.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $17.6K | 82,967 | 3.0% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $8.2K | 79,541 | 1.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $5.7K | 32,876 | 1.0% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $5.7K | 107,149 | 1.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $5.5K | 69,452 | 1.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $5.4K | 36,247 | 0.9% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $2.6K | 31,433 | 0.5% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $2.4K | 23,568 | 0.4% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $2.3K | 22,060 | 0.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.8K | 11,911 | 0.3% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $1.4K | 32,505 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.3K | 4,536 | 0.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.3K | 1,383 | 0.2% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.2K | 23,382 | 0.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.0K | 8,269 | 0.2% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $689 | 9,387 | 0.1% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $628 | 17,675 | 0.1% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $607 | 21,404 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $588 | 5,209 | 0.1% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $559 | 2,242 | 0.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $360 | 3,400 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $336 | 6,668 | 0.1% |
| Spdr SER TR(JNK) | BLOOMBERG HIGH Y | 78468R622 | $329 | 3,179 | 0.1% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $313 | 7,403 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $302 | 1,864 | 0.1% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $298 | 7,156 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $255 | 1,166 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $248 | 959 | 0.0% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $209 | 5,031 | 0.0% |