Q4 2021 Holdings
Filed 2022-01-18 | 268 holdings | $543.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aapl(AAPL) | Apple | 037833100 | $3.7K | 20,773 | 0.7% |
| CVS(CVS) | CVS Health Corp | 126650100 | $3.7K | 35,850 | 0.7% |
| Pave(PAVE) | Global X US Infrastructure Dev ETF | 37954Y673 | $4.3K | 148,706 | 0.8% |
| Vxus(VXUS) | Vanguard Total International Stock ETF | 921909768 | $5.2K | 81,763 | 1.0% |
| IGV(IGV) | iShares North American Tech-Software (ETF) | 464287515 | $5.8K | 14,689 | 1.1% |
| Vsgx(VSGX) | Vanguard ESG International Stock ETF | 921910725 | $6.0K | 96,439 | 1.1% |
| Ihak(IHAK) | iShares Cybersecurity and Tech ETF | 46435U135 | $7.1K | 158,228 | 1.3% |
| FMB(FMB) | First Trust Managed Municipal ETF | 33739N108 | $11.0K | 193,373 | 2.0% |
| IHI(IHI) | iShares U.S. Medical Devices (ETF) | 464288810 | $13.2K | 200,973 | 2.4% |
| VIG(VIG) | Vanguard Dividend Appreciation (ETF) | 921908844 | $14.1K | 81,997 | 2.6% |
| Atec(ATEC) | ALPHATEC HOLDINGS INC | 02081G201 | $20.0K | 1,750 | 3.7% |
| VTI(VTI) | Vanguard Total Stock Market (ETF) | 922908769 | $20.2K | 83,461 | 3.7% |
| Schb(SCHB) | Schwab U.S. Broad Market | 808524102 | $40.6K | 358,942 | 7.5% |
| VUG(VUG) | Vanguard Growth ETF | 922908736 | $47.8K | 148,934 | 8.8% |
| Arkg(ARKG) | ARK Genomic Revolution ETF | 00214Q302 | $131.0K | 2,151 | 24.1% |
| Abbv(ABBV) | AbbVie Inc. | 00287Y109 | $157.0K | 1,161 | 28.9% |