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Facet Wealth, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IVWS&P500 GRW3,443-257214,845,000214,630,0000.01  Hist 12/31/2022
VANGUARD WHITEHALL FUNDS VYMCommon2,154-21,122237,088,000234,585,0000.02  Hist 12/31/2022
Alphabet Inc. GOOGCOM3,179-101301,560,000301,269,0000.020.00 Hist 12/31/2022
INVESCO QQQ TRUST, SERIES 1 QQQETF1,134-79339,821,000339,496,0000.02  Hist 12/31/2022
iSHARES TRUST IJHCommon1,345-228353,923,000353,542,0000.02  Hist 12/31/2022
NVIDIA CORP NVDACommon1,789-27380,363,000380,103,0000.020.00 Hist 12/31/2022
BERKSHIRE HATHAWAY INC BRK/BCommon1,374-57425,789,000425,374,0000.03  Hist 12/31/2022
iSHARES TRUST IWVCommon1,850-44437,081,000436,665,0000.03  Hist 12/31/2022
TWILIO INC TWLOCL A8,238-39494,857,000494,479,0000.03  Hist 12/31/2022
Vanguard Mid-Cap Value ETF VOEcommon4,332-609,357622,691,000540,088,0000.04  Hist 12/31/2022
VANGUARD INDEX FUNDS VNQETF6,236-14,315561,021,000559,343,0000.04  Hist 12/31/2022
SPDR SERIES TRUST DSVCommon7,951-25,186659,245,000656,714,0000.04  Hist 12/31/2022
SCHWAB STRATEGIC TRUST SCHFCommon26,693-61,966926,514,000923,799,0000.06  Hist 12/31/2022
MICROSOFT CORP MSFTCommon3,711-461976,278,000975,327,0000.060.00 Hist 12/31/2022
SCHWAB STRATEGIC TRUST SCHBCommon24,299-69,4211,167,072,0001,162,889,0000.07  Hist 12/31/2022
SPDR SERIES TRUST ONEKCommon39,561-18,3481,897,753,0001,895,167,0000.12  Hist 12/31/2022
SPDR INDEX SHS FDS SPEMCommon69,733-44,1942,416,245,0002,412,608,0000.15  Hist 12/31/2022
VANGUARD MUN BD FD INC VTEBCommon56,663-3,1312,858,063,0002,855,216,0000.18  Hist 12/31/2022
AMAZON COM INC AMZNCommon33,736-1993,292,927,0003,289,855,0000.210.00 Hist 12/31/2022
AMERICAN CENTY ETF TR AVUSCommon62,799-3,5714,573,651,0004,569,112,0000.29  Hist 12/31/2022
SPDR SERIES TRUST THRKCommon99,986-149,1455,055,273,0005,043,551,0000.32  Hist 12/31/2022
GREAT WEST LIFE ASSURANCE CO /CAN/ GWLCommon213,650-137,7846,845,334,0006,835,473,0000.44  Hist 12/31/2022
VANGUARD WORLD FUND VSGXCommon157,183-22,7848,272,516,0008,264,162,0000.53  Hist 12/31/2022
VANGUARD WORLD FUND ESGVCommon203,572-33,63814,520,790,00014,505,253,0000.92  Hist 12/31/2022
Apple Inc. AAPLCommon105,026-1,43515,859,909,00015,845,119,0001.010.00 Hist 12/31/2022
iSHARES TRUST IWNRUSL 2000 VALU275,890-571,31541,634,533,00041,512,934,0002.65  Hist 12/31/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon1,136,376-859,41646,670,943,00046,596,181,0002.97  Hist 12/31/2022
VANGUARD TAX-MANAGED FUNDS VEAFD5,353,772-20,516242,044,010,000241,831,081,00015.38  Hist 12/31/2022
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