Q4 2021 Holdings
Filed 2022-01-13 | 72 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco Systems Inc(CSCO) | Title of Class | 17275R102 | $675.0K | 10,653 | 49.6% |
| Costco Wholesale Corp(COST) | Title of Class | 22160K105 | $358.0K | 631 | 26.3% |
| iShares Russell 1000 ETF(IWB) | Title of Class | 464287622 | $78.0K | 295,102 | 5.7% |
| iShares Msci Eafe ETF(EFA) | Title of Class | 464287465 | $33.0K | 419,062 | 2.4% |
| iShares Russell 2000 ETF(IWM) | Title of Class | 464287655 | $30.3K | 136,211 | 2.2% |
| iShares 3-7 Year Treasury Bond ETF(IEI) | Title of Class | 464288661 | $18.3K | 141,896 | 1.3% |
| iShares Core US Aggregate Bond ETF(AGG) | Title of Class | 464287226 | $17.3K | 151,414 | 1.3% |
| Vanguard Mortgage-Backed Secs ETF(VMBS) | Title of Class | 92206C771 | $15.7K | 297,220 | 1.2% |
| Invesco Preferred ETF(PGX) | Title of Class | 46138E511 | $12.7K | 845,056 | 0.9% |
| Vanguard Real Estate ETF(VNQ) | Title of Class | 922908553 | $10.7K | 92,051 | 0.8% |
| iShares 0-5 Year Tips Bond ETF(STIP) | Title of Class | 46429B747 | $9.4K | 88,876 | 0.7% |
| Vanguard Short-Term Corporate Bond ETF(VCSH) | Title of Class | 92206C409 | $8.1K | 100,237 | 0.6% |
| Vanguard Intmdt-Term Trs ETF(VGIT) | Title of Class | 92206C706 | $8.1K | 121,481 | 0.6% |
| Vanguard SP 500 ETF(VOO) | Title of Class | 922908363 | $7.9K | 18,202 | 0.6% |
| Pimco 1-5 Year US Tips ETF(STPZ) | Title of Class | 72201R205 | $6.4K | 115,872 | 0.5% |
| Vanguard Ftse Developed Markets ETF(VEA) | Title of Class | 921943858 | $6.2K | 121,132 | 0.5% |
| Apple Inc(AAPL) | Title of Class | 037833100 | $5.8K | 32,901 | 0.4% |
| iShares ESG Aware Msci USA ETF(ESGU) | Title of Class | 46435G425 | $5.8K | 53,689 | 0.4% |
| iShares MBS ETF(MBB) | Title of Class | 464288588 | $5.7K | 53,085 | 0.4% |
| Vanguard Small-Cap ETF(VB) | Title of Class | 922908751 | $4.8K | 21,103 | 0.4% |
| Vanguard Interm-Term Corp Bd ETF(VCIT) | Title of Class | 92206C870 | $4.4K | 46,927 | 0.3% |
| Schwab 1000 ETF(SCHK) | Title of Class | 808524722 | $3.7K | 79,015 | 0.3% |
| Vanguard Total Stock Market ETF(VTI) | Title of Class | 922908769 | $3.5K | 14,458 | 0.3% |
| iShares ESG Aware Msci USA Small-Cap ETF(ESML) | Title of Class | 46435U663 | $3.3K | 80,687 | 0.2% |
| iShares Russell 1000 Value ETF(IWD) | Title of Class | 464287598 | $2.7K | 16,041 | 0.2% |
| iShares ESG Aware Msci Eafe ETF(ESGD) | Title of Class | 46435G516 | $2.6K | 32,799 | 0.2% |
| Microsoft Corp(MSFT) | Title of Class | 594918104 | $2.2K | 6,641 | 0.2% |
| iShares ESG U.S. Aggregate Bond ETF(EAGG) | Title of Class | 46435U549 | $1.9K | 33,811 | 0.1% |
| iShares Core SP 500 ETF(IVV) | Title of Class | 464287200 | $1.6K | 3,298 | 0.1% |
| iShares ESG 1-5 Year USD Corp Bd ETF(SUSB) | Title of Class | 46435G243 | $1.5K | 58,123 | 0.1% |
| Berkshire Hathaway Inc(BRK/B) | Title of Class | 084670702 | $1.2K | 3,916 | 0.1% |
| Spdr SP 500 ETF Trust(SPY) | Title of Class | 78462F103 | $1.1K | 2,315 | 0.1% |
| Alphabet Inc(GOOGL) | Title of Class | 02079K305 | $949 | 328 | 0.1% |
| Procter Gamble Co(PG) | Title of Class | 742718109 | $857 | 5,241 | 0.1% |
| The Walt Disney Co(DIS) | Title of Class | 254687106 | $660 | 4,264 | 0.0% |
| Salesforce.com Inc(CRM) | Title of Class | 79466L302 | $584 | 2,299 | 0.0% |
| Vanguard Dividend Appreciation ETF(VIG) | Title of Class | 921908844 | $537 | 3,126 | 0.0% |
| Deere Co(DE) | Title of Class | 244199105 | $537 | 1,561 | 0.0% |
| Johnson Johnson(JNJ) | Title of Class | 478160104 | $535 | 3,128 | 0.0% |
| iShares Msci KLD 400 Social ETF(DSI) | Title of Class | 464288570 | $495 | 5,325 | 0.0% |
| Netflix Inc(NFLX) | Title of Class | 64110L106 | $453 | 752 | 0.0% |
| Vanguard Extended Market ETF(VXF) | Title of Class | 922908652 | $437 | 2,389 | 0.0% |
| Abbott Laboratories(ABT) | Title of Class | 002824100 | $408 | 2,896 | 0.0% |
| Tesla Inc(TSLA) | Title of Class | 88160R101 | $381 | 360 | 0.0% |
| Schwab International Equity ETF(SCHF) | Title of Class | 808524805 | $373 | 9,596 | 0.0% |
| Spdr Blmbg Barclays Intl Trs Bd ETF(BWX) | Title of Class | 78464A516 | $365 | 12,916 | 0.0% |
| WisdomTree Europe Hedged Equity ETF(HEDJ) | Title of Class | 97717X701 | $363 | 4,528 | 0.0% |
| Oracle Corp(ORCL) | Title of Class | 68389X105 | $363 | 4,157 | 0.0% |
| iShares Msci USA ESG Select ETF(SUSA) | Title of Class | 464288802 | $350 | 3,297 | 0.0% |
| Vanguard Mid-Cap Growth ETF(VOT) | Title of Class | 922908538 | $344 | 1,350 | 0.0% |