Q1 2022 Holdings
Filed 2022-04-13 | 68 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Parcel Service Inc(UPS) | CL B | 911312106 | $203 | 946 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $222 | 3,550 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $225 | 3,061 | 0.0% |
| Public Storage(PSA) | COM | 74460D109 | $226 | 578 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $227 | 1,662 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $234 | 1,562 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $256 | 1,663 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $258 | 92 | 0.0% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $259 | 4,365 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $269 | 3,186 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $273 | 1,194 | 0.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $275 | 1,702 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $278 | 5,609 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $280 | 1,176 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $282 | 752 | 0.0% |
| Ishares TR(EWU) | MSCI UK ETF NEW | 46435G334 | $285 | 8,486 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $287 | 2,664 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $298 | 2,390 | 0.0% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $301 | 1,350 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $316 | 3,267 | 0.0% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $323 | 1,949 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $329 | 2,528 | 0.0% |
| Spdr SER TR(BWX) | BLOOMBERG INTL T | 78464A516 | $336 | 12,919 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $343 | 2,896 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $344 | 4,157 | 0.0% |
| Wisdomtree TR(HEDJ) | EUROPE HEDGED EQ | 97717X701 | $346 | 4,704 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $352 | 9,596 | 0.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $373 | 5,930 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $388 | 360 | 0.0% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $454 | 5,246 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $488 | 2,299 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $507 | 3,126 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $554 | 3,128 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $557 | 4,064 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $650 | 1,561 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $801 | 5,241 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $911 | 328 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.0K | 2,315 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.3K | 3,807 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.5K | 3,227 | 0.1% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $1.5K | 60,479 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.0K | 6,641 | 0.2% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $2.3K | 44,343 | 0.2% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $2.5K | 34,130 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $2.6K | 15,602 | 0.2% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $3.2K | 84,185 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.2K | 14,269 | 0.3% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $3.5K | 79,052 | 0.3% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $4.3K | 49,670 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $4.3K | 20,379 | 0.3% |