Q1 2023 Holdings
Filed 2023-04-20 | 140 holdings | $27.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Phillips 66(PSX) | COM | 718546104 | $206 | 2,035 | 0.0% |
| Simon Ppty Group Inc New(SPG) | COM | 828806109 | $207 | 1,845 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $209 | 443 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $209 | 510 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $209 | 1,960 | 0.0% |
| Invesco Exchange Traded FD T(SPHQ) | S&P QUALITY | 46137V241 | $217 | 4,580 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $217 | 1,974 | 0.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $217 | 4,054 | 0.0% |
| Spdr SER TR(MDYG) | S&P 400 MDCP GRW | 78464A821 | $224 | 3,269 | 0.0% |
| Ishares TR(MTUM) | MSCI USA MMENTM | 46432F396 | $224 | 1,613 | 0.0% |
| Enterprise Bancorp Inc Mass | COM | 293668109 | $230 | 7,308 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $233 | 2,298 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $236 | 3,809 | 0.0% |
| Eastern Bankshares Inc(EBC) | COM | 27627N105 | $252 | 19,933 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $253 | 904 | 0.0% |
| Spdr SER TR(FLRN) | BLOOMBERG INVT | 78468R200 | $253 | 8,308 | 0.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $257 | 899 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $264 | 2,788 | 0.0% |
| Weyerhaeuser Co MTN BE(WY) | COM NEW | 962166104 | $265 | 8,800 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $303 | 6,206 | 0.0% |
| Spdr SER TR(KOMP) | S&P KENSHO NEW | 78468R648 | $309 | 7,226 | 0.0% |
| Wisdomtree TR(XSOE) | EM EX ST-OWNED | 97717X578 | $366 | 13,154 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $373 | 647 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $376 | 1,171 | 0.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $395 | 9,425 | 0.0% |
| Ishares TR(IBDT) | IBDS DEC28 ETF | 46435U515 | $403 | 16,161 | 0.0% |
| Toronto Dominion BK ONT(TD) | COM NEW | 891160509 | $407 | 6,787 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $445 | 2,931 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $456 | 6,993 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $466 | 2,401 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $489 | 2,999 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $490 | 4,467 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $514 | 10,960 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $561 | 3,618 | 0.0% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $601 | 17,602 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $639 | 3,197 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $661 | 1,925 | 0.0% |
| Ishares TR(IBDS) | IBONDS 27 ETF | 46435UAA9 | $677 | 28,424 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCQ) | BULSHS 2026 CB | 46138J791 | $712 | 37,145 | 0.0% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $756 | 24,010 | 0.0% |
| Spdr Index SHS FDS(QEMM) | MSCI EMRG MKTS | 78463X426 | $775 | 13,950 | 0.0% |
| Lovesac Company(LOVE) | COM | 54738L109 | $795 | 27,496 | 0.0% |
| Ishares TR(INTF) | INTL EQTY FACTOR | 46434V274 | $797 | 30,090 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $873 | 5,868 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $876 | 2,132 | 0.0% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $1.0K | 24,156 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $1.0K | 19,445 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCP) | BULSHS 2025 CB | 46138J825 | $1.0K | 50,559 | 0.0% |
| Doximity Inc(DOCS) | CL A | 26622P107 | $1.0K | 32,085 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.2K | 33,599 | 0.0% |