Q1 2022 Holdings
Filed 2022-05-09 | 33 holdings | $337.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boeing Co(BA) | COM | 097023105 | $223.0K | 1,166 | 66.1% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $23.8K | 359,308 | 7.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $19.6K | 72,857 | 5.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $18.2K | 85,853 | 5.4% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $8.4K | 82,598 | 2.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $5.9K | 33,519 | 1.7% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $5.7K | 108,044 | 1.7% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $5.6K | 37,085 | 1.6% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $5.3K | 67,740 | 1.6% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $2.6K | 31,329 | 0.8% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $2.5K | 22,645 | 0.7% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $2.4K | 24,256 | 0.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.8K | 11,961 | 0.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.5K | 1,415 | 0.5% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $1.3K | 29,774 | 0.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.3K | 4,546 | 0.4% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.3K | 23,597 | 0.4% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.0K | 8,299 | 0.3% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $652 | 9,328 | 0.2% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $612 | 17,849 | 0.2% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $593 | 21,355 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $571 | 5,212 | 0.2% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $561 | 2,261 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $475 | 2,717 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $402 | 1,473 | 0.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $343 | 3,281 | 0.1% |
| Spdr SER TR(JNK) | BLOOMBERG HIGH Y | 78468R622 | $329 | 3,209 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $309 | 6,702 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $302 | 1,864 | 0.1% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $299 | 7,170 | 0.1% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $290 | 7,501 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $238 | 773 | 0.1% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $212 | 5,041 | 0.1% |