Q2 2022 Holdings
Filed 2022-08-02 | 59 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $6.2K | 27,689 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $12.1K | 53,515 | 0.6% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $12.7K | 106,931 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $13.0K | 34,173 | 0.7% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $50.5K | 351,684 | 2.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $210.0K | 900 | 10.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $262.0K | 2,469 | 13.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $498.0K | 11,677 | 25.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $819.0K | 5,348 | 42.3% |