Instuitional Investor - Up Strategic Wealth Investment Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		412,336	$28,727,449	18.09%
2.	Schwab Strategic Trust	SCHD	763,704	$21,987,044	13.85%
3.	Vanguard Malvern Fds - CORE BD ETF		120,396	$9,289,154	5.85%
4.	Nvidia Corp	NVDA	42,197	$8,924,666	5.62%
5.	Ishares Trust	IEF	21,509	$8,590,910	5.41%