Q2 2022 Holdings
Filed 2022-07-12 | 64 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $204 | 1,663 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $211 | 5,633 | 0.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $219 | 1,607 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $224 | 1,137 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $227 | 2,927 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $227 | 3,578 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $237 | 351 | 0.0% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $237 | 1,350 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $246 | 2,664 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $252 | 1,194 | 0.0% |
| Ishares TR(EWU) | MSCI UK ETF NEW | 46435G334 | $257 | 8,568 | 0.0% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $257 | 4,365 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $264 | 3,273 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $272 | 2,390 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $274 | 4,342 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $278 | 1,970 | 0.0% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $283 | 2,160 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $287 | 6,426 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $291 | 4,169 | 0.0% |
| Spdr SER TR(BWX) | BLOOMBERG INTL T | 78464A516 | $299 | 12,924 | 0.0% |
| Wisdomtree TR(HEDJ) | EUROPE HEDGED EQ | 97717X701 | $313 | 4,779 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $316 | 2,906 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $354 | 3,745 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $355 | 11,296 | 0.0% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $377 | 5,247 | 0.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $380 | 2,304 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $448 | 3,126 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $471 | 1,566 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $542 | 3,054 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $705 | 324 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $750 | 5,219 | 0.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $858 | 11,178 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $877 | 2,315 | 0.1% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $1.0K | 16,875 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.0K | 3,807 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.2K | 3,227 | 0.1% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $1.5K | 60,301 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7K | 6,670 | 0.2% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $1.7K | 17,662 | 0.2% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $1.8K | 12,494 | 0.2% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $2.2K | 34,727 | 0.2% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $2.2K | 45,190 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.6K | 14,030 | 0.3% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $2.7K | 86,382 | 0.3% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $2.9K | 79,101 | 0.3% |
| Pimco ETF TR(STPZ) | 1-5 US TIP IDX | 72201R205 | $3.9K | 73,703 | 0.4% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $3.9K | 49,096 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $4.2K | 30,685 | 0.4% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $4.7K | 55,450 | 0.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $7.0K | 39,641 | 0.7% |