Instuitional Investor - Up Strategic Wealth Investment Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		425,817	$30,807,860	18.35%
2.	Schwab Strategic Trust	SCHD	778,611	$23,638,623	14.08%
3.	Vanguard Malvern Fds - CORE BD ETF		127,301	$9,696,517	5.77%
4.	Ishares Trust	IEF	21,509	$9,058,730	5.39%
5.	Nvidia Corp	NVDA	35,735	$7,833,827	4.66%