Q1 2023 Holdings
Filed 2023-05-11 | 11 holdings | $426.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Xtrackers Msci USA ESG Ldrs(USSG) | COM | 233051150 | $90.9M | 2,418,500 | 21.3% |
| Vanguard High DVD Yield ETF(VYM) | COM | 921946406 | $76.9M | 728,970 | 18.0% |
| Ishares ESG Msci USA Leaders(SUSL) | COM | 46435U218 | $75.7M | 1,062,655 | 17.8% |
| Vanguard INT High DVD YLD in(VYMI) | COM | 921946794 | $57.3M | 925,380 | 13.5% |
| Ishares Trust Ishares ESG AW(ESGD) | COM | 46435G516 | $48.3M | 673,000 | 11.3% |
| Health Care Select Sector(XLV) | COM | 81369Y209 | $41.7M | 322,230 | 9.8% |
| Ishares Core High Dividend E(HDV) | COM | 46429B663 | $33.3M | 327,970 | 7.8% |
| Sharecare Inc(SHCRUSD) | COM | 81948W104 | $2.0M | 1,391,647 | 0.5% |