Tenret

Tenret as of March 31, 2023

Portfolio Holdings for Tenret

Tenret holds 27 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 16.8 $19M 420k 45.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 13.7 $16M 330k 46.91
Vanguard Index Fds Value Etf (VTV) 11.4 $13M 93k 138.11
Vanguard Index Fds Growth Etf (VUG) 10.4 $12M 47k 249.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 7.7 $8.7M 178k 48.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.4 $7.3M 143k 50.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.7 $5.3M 97k 55.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.4 $5.0M 123k 40.40
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $4.5M 22k 204.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.4 $3.8M 24k 158.76
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.4 $3.8M 28k 134.07
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.0 $3.4M 18k 194.89
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $3.4M 16k 216.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $1.4M 21k 65.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $1.3M 39k 34.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.0M 14k 73.83
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $930k 6.0k 154.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $926k 19k 48.37
Ishares Tr Core S&p500 Etf (IVV) 0.5 $537k 1.3k 411.08
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $447k 18k 24.52
Ishares Tr Core Intl Aggr (IAGG) 0.3 $316k 6.5k 48.95
Exxon Mobil Corporation (XOM) 0.3 $291k 2.7k 109.66
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $290k 4.4k 65.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $272k 4.0k 67.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $265k 3.6k 73.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $217k 703.00 308.77
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $202k 3.2k 62.34