Q4 2021 Holdings
Filed 2022-01-27 | 78 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Diageo PLC(DGED) | SPON ADR NEW | 25243Q205 | $201 | 912 | 0.0% |
| Public SVC Enterprise GRP in(PEG) | COM | 744573106 | $206 | 3,082 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $223 | 620 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $223 | 3,763 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $224 | 1,590 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $227 | 2,890 | 0.0% |
| Ishares TR(IMCV) | MRGSTR MD CP VAL | 464288406 | $230 | 3,372 | 0.0% |
| Invesco Exchange Traded FD T(RSPU) | S&P500 EQL UTL | 46137V274 | $237 | 2,076 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $239 | 2,578 | 0.0% |
| Norfolk Southn Corp(NSC) | COM | 655844108 | $246 | 825 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $253 | 553 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $254 | 849 | 0.0% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $259 | 2,415 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $261 | 4,513 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $269 | 1,829 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $280 | 4,580 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $288 | 5,830 | 0.0% |
| Essential Utils Inc(WTRG) | COM | 29670G102 | $296 | 5,516 | 0.0% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $309 | 5,551 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $310 | 557 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $314 | 1,110 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $321 | 2,220 | 0.0% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $329 | 2,104 | 0.0% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $338 | 5,555 | 0.0% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $340 | 1,303 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $342 | 2,053 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $352 | 737 | 0.0% |
| Global X FDS(PAVE) | US INFR DEV ETF | 37954Y673 | $374 | 12,998 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $396 | 2,423 | 0.0% |
| Spdr SER TR(XAR) | AEROSPACE DEF | 78464A631 | $409 | 3,510 | 0.0% |
| Invesco Exch Traded FD TR II(XMLV) | S&P MIDCP LOW | 46138E198 | $410 | 7,020 | 0.0% |
| Victory Portfolios II(CFA) | VCSHS US 500 VOL | 92647N766 | $428 | 5,514 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $476 | 450 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $479 | 3,093 | 0.0% |
| Ishares TR(IYC) | US CONSUM DISCRE | 464287580 | $489 | 5,817 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $551 | 3,169 | 0.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $592 | 5,532 | 0.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $609 | 5,948 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $678 | 13,478 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $682 | 5,954 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $683 | 2,643 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $704 | 211 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $717 | 2,132 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $765 | 12,959 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $827 | 3,087 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $883 | 2,127 | 0.0% |
| Ishares TR(IYH) | US HLTHCARE ETF | 464287762 | $1.0K | 3,365 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.0K | 2,318 | 0.1% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $1.1K | 3,837 | 0.1% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.5K | 23,489 | 0.1% |