Disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $140,462,503 | 484,671 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | SCHWAB US BD MKT ETF | $59,595,265 | 2,625,342 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCLT | LG-TERM COR BD | $21,363,749 | 285,688 | SH | None |
| ISHARES TR | IGLB | 10+ YR INVST GRD | $20,930,829 | 423,701 | SH | None |
| PIMCO ETF TR | CORP | INTER MUNI BD ACT | $12,725,997 | 133,817 | SH | None |
| VANGUARD TAX-MANAGED FUNDS | VEA | VAN FTSE DEV MKT | $11,492,963 | 240,338 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | ETF | $7,949,367 | 62,304 | SH | None |
| ISHARES TR | IDV | INTL SEL DIV ETF | $7,321,275 | 267,395 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BD MKT | $6,345,626 | 88,244 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $6,066,916 | 104,602 | SH | None |
| VANGUARD INDEX FUNDS | VNQ | REAL ESTATE ETF | $5,713,324 | 64,137 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $5,065,862 | 76,593 | SH | None |
| FIRST TR EXCH TRADED FD III | FPE | PFD SEC S INC ETF | $3,547,700 | 200,435 | SH | None |
| ISHARES TR | IUSB | CORE TOTAL USD | $3,300,052 | 73,010 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $3,011,455 | 68,380 | SH | None |
| SPDR SER TR | JNK | BLOOMBERG HIGH Y | $2,528,332 | 26,483 | SH | None |
| ISHARES TR | EMB | JPMORGAN USD EMG | $2,511,462 | 28,206 | SH | None |
| ISHARES TR | QUAL | EDGE MSCI USA QLT FCT | $2,371,135 | 13,315 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $2,217,892 | 20,759 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $2,092,961 | 46,645 | SH | None |
| ISHARES TR | IYR | U.S. REAL ES ETF | $1,477,607 | 15,878 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,402,434 | 14,473 | SH | None |
| ISHARES TR | IFGL | INTL RE ETF | $1,119,690 | 58,015 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $1,109,042 | 3,318 | SH | None |
| ISHARES TR | SHV | SHORT TREAS BD | $488,008 | 4,432 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.