Q2 2021 Holdings
Filed 2021-08-10 | 329 holdings | $17.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TJX COS Inc New(TJX) | COM | 872540109 | $1.2K | 18,375 | 0.0% |
| Ishares TR | IBONDS DEC2023 | 46435G318 | $1.2K | 47,587 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.3K | 13,200 | 0.0% |
| Archer Daniels Midland Co(ADM) | COM | 039483102 | $1.3K | 20,822 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.3K | 5,590 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.3K | 9,813 | 0.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $1.3K | 34,033 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.4K | 9,533 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $1.4K | 4,653 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.4K | 6,245 | 0.0% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $1.4K | 6,221 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.4K | 5,702 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.4K | 556 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.4K | 2,111 | 0.0% |
| Nushares ETF TR(NUEM) | NUVEEN ESG EMRGN | 67092P888 | $1.5K | 41,422 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.6K | 3,287 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.6K | 19,969 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.6K | 5,495 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.6K | 5,414 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.7K | 11,060 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.7K | 11,771 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.8K | 16,934 | 0.0% |
| Black Hills Corp(BKH) | COM | 092113109 | $1.8K | 26,936 | 0.0% |
| Nushares ETF TR(NUSC) | NUVEEN ESG SMLCP | 67092P607 | $1.8K | 39,823 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.8K | 25,127 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.9K | 4,640 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.9K | 17,249 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.9K | 8,279 | 0.0% |
| Nushares ETF TR(NUBD) | NUVEEN ESG US | 67092P870 | $2.0K | 74,941 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $2.0K | 16,755 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $2.1K | 45,945 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.1K | 6,061 | 0.0% |
| First TR Exch Traded FD III(FMB) | MANAGD MUN ETF | 33739N108 | $2.2K | 38,399 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.2K | 2,794 | 0.0% |
| Principal Financial Group in(PFG) | COM | 74251V102 | $2.3K | 35,678 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $2.3K | 15,901 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $2.3K | 23,341 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $2.4K | 28,554 | 0.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $2.4K | 27,239 | 0.0% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.4K | 22,583 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.5K | 11,075 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $2.5K | 26,339 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $2.6K | 14,548 | 0.0% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $2.6K | 10,676 | 0.0% |
| Spdr SER TR(MDYV) | S&P 400 MDCP VAL | 78464A839 | $2.7K | 39,299 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.8K | 24,125 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.8K | 26,707 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.8K | 58,756 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $2.9K | 42,799 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $3.0K | 14,519 | 0.0% |