Q4 2021 Holdings
Filed 2022-02-08 | 2797 holdings | $25.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Anthem Inc(ELV) | COM | 036752103 | $1.7K | 3,758 | 0.0% |
| Vanguard Industrials ETF(VIS) | INDUSTRIAL ETF | 92204A603 | $1.7K | 8,600 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.8K | 28,767 | 0.0% |
| Illinois Tool Works Inc(ITW) | COM | 452308109 | $1.8K | 7,210 | 0.0% |
| Vanguard Health Care ETF(VHT) | HEALTH CAR ETF | 92204A504 | $1.8K | 6,695 | 0.0% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $1.8K | 7,286 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.8K | 1,702 | 0.0% |
| PayPal Holdings Inc(PYPL) | COM | 70450Y103 | $1.8K | 9,749 | 0.0% |
| Vanguard Consumer Staples ETF(VDC) | CONSUM STP ETF | 92204A207 | $1.9K | 9,300 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.9K | 18,256 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $1.9K | 66,589 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.9K | 2,067 | 0.0% |
| Vanguard Large-Cap ETF(VV) | LARGE CAP ETF | 922908637 | $1.9K | 8,623 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.9K | 2,876 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $2.0K | 13,634 | 0.0% |
| salesforce.com Inc(CRM) | COM | 79466L302 | $2.0K | 7,810 | 0.0% |
| Digi International Inc(DGII) | COM | 253798102 | $2.0K | 80,980 | 0.0% |
| Church & Dwight Co Inc(CHD) | COM | 171340102 | $2.0K | 19,557 | 0.0% |
| Lowe's Companies Inc(LOW) | COM | 548661107 | $2.1K | 7,946 | 0.0% |
| iShares Msci KLD 400 Social ETF(DSI) | MSCI KLD400 SOC | 464288570 | $2.1K | 22,321 | 0.0% |
| Generac Holdings Inc(GNRC) | COM | 368736104 | $2.1K | 5,976 | 0.0% |
| iShares 3-7 Year Treasury Bond ETF(IEI) | 3 7 YR TREAS BD | 464288661 | $2.2K | 16,719 | 0.0% |
| Asml Holding NV(ASML) | N Y REGISTRY SHS | N07059210 | $2.2K | 2,714 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $2.2K | 3,282 | 0.0% |
| Vanguard Ftse Developed Markets ETF(VEA) | FTSE DEV MKT ETF | 921943858 | $2.2K | 43,663 | 0.0% |
| Comcast Corp(CMCSA) | CL A | 20030N101 | $2.2K | 44,712 | 0.0% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $2.3K | 36,672 | 0.0% |
| Accenture PLC(ACN) | SHS CLASS A | G1151C101 | $2.3K | 5,484 | 0.0% |
| Emerging Markets Internet and Ecommerce ETF(EMQQ) | EMQQ EM INTERN | 301505889 | $2.3K | 54,448 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $2.3K | 6,503 | 0.0% |
| Vanguard Dividend Appreciation ETF(VIG) | DIV APP ETF | 921908844 | $2.3K | 13,635 | 0.0% |
| Consumer Discretionary Select Sector Spdr Fund(XLY) | SBI CONS DISCR | 81369Y407 | $2.3K | 11,484 | 0.0% |
| NextEra Energy Inc(NEE) | COM | 65339F101 | $2.4K | 25,690 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $2.4K | 9,538 | 0.0% |
| General Mills Inc(GIS) | COM | 370334104 | $2.4K | 35,808 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $2.4K | 20,663 | 0.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $2.5K | 8,517 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.5K | 7,428 | 0.0% |
| Vanguard Small-Cap ETF(VB) | SMALL CP ETF | 922908751 | $2.6K | 11,389 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.6K | 50,828 | 0.0% |
| Schwab Short-Term U.S. Treasury ETF(SCHO) | SHT TM US TRES | 808524862 | $2.7K | 52,642 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $2.7K | 34,919 | 0.0% |
| JPMorgan BetaBuilders Canada ETF(BBCA) | BETABUILDERS CDA | 46641Q225 | $2.7K | 39,920 | 0.0% |
| iShares Core Msci Total International Stock ETF(IXUS) | CORE MSCI TOTAL | 46432F834 | $2.8K | 38,856 | 0.0% |
| Citigroup Inc(C) | COM | 172967424 | $2.8K | 12,727 | 0.0% |
| iShares S&P 500 Value ETF(IVE) | S&P VAL ETF | 464287408 | $2.8K | 17,692 | 0.0% |
| iShares Core Msci Europe ETF(IEUR) | CORE MSCI EURO | 46434V738 | $2.9K | 49,203 | 0.0% |
| Danaher Corp(DHR) | COM | 235851102 | $2.9K | 8,848 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $3.0K | 66,319 | 0.0% |
| Vanguard Value ETF(VTV) | VALUE ETF | 922908744 | $3.0K | 20,070 | 0.0% |