Q4 2021 Holdings
Filed 2022-01-19 | 174 holdings | $731.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $158 | 4,060 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $159 | 615 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $164 | 1,239 | 0.0% |
| Ishares TR(IGIB) | ISHS 5-10YR INVT | 464288638 | $164 | 2,770 | 0.0% |
| Archer Daniels Midland Co(ADM) | COM | 039483102 | $169 | 2,500 | 0.0% |
| Great Western Bancorp Inc(GWB) | COM | 391416104 | $170 | 5,000 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $180 | 864 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $180 | 500 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $183 | 200 | 0.0% |
| Church & Dwight Co Inc(CHD) | COM | 171340102 | $203 | 1,983 | 0.0% |
| Invesco Exch Traded FD TR II(SPLV) | S&P500 LOW VOL | 46138E354 | $206 | 3,000 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $212 | 2,435 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $226 | 450 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $240 | 580 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $245 | 961 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $260 | 2,244 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $280 | 587 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $289 | 100 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $290 | 100 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $293 | 1,600 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $328 | 975 | 0.0% |
| Select Sector Spdr TR(XLC) | COMMUNICATION | 81369Y852 | $332 | 4,276 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $346 | 3,268 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $348 | 1,549 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $353 | 4,485 | 0.0% |
| Select Sector Spdr TR(XLF) | FINANCIAL | 81369Y605 | $359 | 9,200 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $364 | 6,752 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $379 | 2,121 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $391 | 4,837 | 0.1% |
| Aflac Inc(AFL) | COM | 001055102 | $448 | 7,669 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $451 | 1 | 0.1% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $472 | 877 | 0.1% |
| Wisdomtree TR(HEDJ) | EUROPE HEDGED EQ | 97717X701 | $566 | 7,055 | 0.1% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $598 | 6,435 | 0.1% |
| Vanguard World FD(VCEB) | ESG US CORP BD | 921910691 | $610 | 8,308 | 0.1% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $662 | 10,768 | 0.1% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $680 | 6,401 | 0.1% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $692 | 23,414 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $742 | 6,565 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $859 | 2,555 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $940 | 2,152 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $1.1K | 12,600 | 0.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.2K | 15,556 | 0.2% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $1.2K | 7,063 | 0.2% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $1.2K | 5,971 | 0.2% |
| Select Sector Spdr TR(XLRE) | RL EST SEL SEC | 81369Y860 | $1.2K | 23,869 | 0.2% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $1.2K | 8,825 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $1.3K | 14,521 | 0.2% |
| Dimensional ETF Trust(DFAU) | US CORE EQT MKT | 25434V104 | $1.3K | 38,945 | 0.2% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $1.3K | 20,817 | 0.2% |