Q1 2023 Holdings
Filed 2023-05-11 | 59 holdings | $293.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $10.5M | 50,004 | 3.6% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $13.6M | 89,452 | 4.6% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $15.6M | 238,611 | 5.3% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $17.0M | 406,387 | 5.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $17.2M | 68,767 | 5.9% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $22.3M | 328,419 | 7.6% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $22.6M | 308,431 | 7.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $24.2M | 175,191 | 8.3% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $27.8M | 180,783 | 9.5% |