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Ratio Wealth Group

Q2 2022 Holdings

Filed 2023-03-27 | 57 holdings | $307.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$17.7M173,6205.7%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$17.8M426,3795.8%
Ishares TR(TIP)TIPS BD ETF464287176$18.2M159,8075.9%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$18.2M309,5935.9%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$19.4M55,9506.3%
Ishares TR(EFV)EAFE VALUE ETF464288877$26.0M598,5148.5%
Global X FDS(PFFD)US PFD ETF37954Y657$26.3M1,237,8048.5%
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