Q1 2022 Holdings
Filed 2022-04-29 | 1124 holdings | $111.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Admiral FDS Inc(VOOG) | 500 GRTH IDX F | 921932505 | $2.8K | 10,260 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $2.9K | 6,960 | 0.0% |
| Ishares TR(IMCG) | MRGSTR MD CP GRW | 464288307 | $2.9K | 45,166 | 0.0% |
| Ishares Inc(EEMA) | MSCI EM ASIA ETF | 464286426 | $2.9K | 39,490 | 0.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $2.9K | 39,209 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $2.9K | 13,735 | 0.0% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $2.9K | 67,082 | 0.0% |
| Cincinnati Finl Corp(CINF) | COM | 172062101 | $3.0K | 21,696 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $3.0K | 29,583 | 0.0% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $3.0K | 55,517 | 0.0% |
| Old Dominion Freight Line in(ODFL) | COM | 679580100 | $3.0K | 9,917 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $3.0K | 6,274 | 0.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $3.0K | 21,654 | 0.0% |
| Spdr SER TR(SPLB) | PORTFOLIO LN COR | 78464A367 | $3.0K | 106,774 | 0.0% |
| SSgA Active ETF TR(SRLN) | BLACKSTONE SENR | 78467V608 | $3.0K | 66,289 | 0.0% |
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $3.0K | 46,832 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $3.0K | 4,834 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $3.1K | 61,849 | 0.0% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $3.1K | 59,454 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $3.1K | 12,459 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $3.1K | 31,771 | 0.0% |
| SSgA Active TR(FISR) | SPDR SSGA FXD | 78470P507 | $3.1K | 108,817 | 0.0% |
| Nushares ETF TR(NUBD) | NUVEEN ESG US | 67092P870 | $3.2K | 131,802 | 0.0% |
| Select Sector Spdr TR(XLB) | SBI MATERIALS | 81369Y100 | $3.2K | 36,470 | 0.0% |
| Mid-Amer APT Cmntys Inc(MAA) | COM | 59522J103 | $3.3K | 15,680 | 0.0% |
| Nushares ETF TR(NULV) | NUVEEN ESG LRGVL | 67092P300 | $3.3K | 87,135 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $3.3K | 140,357 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $3.4K | 15,819 | 0.0% |
| Ishares TR(AAXJ) | MSCI AC ASIA ETF | 464288182 | $3.4K | 44,917 | 0.0% |
| Metlife Inc(MET) | COM | 59156R108 | $3.4K | 48,051 | 0.0% |
| Invesco Exch Traded FD TR II(BKLN) | SR LN ETF | 46138G508 | $3.4K | 155,566 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $3.4K | 39,355 | 0.0% |
| Ishares TR(SUSC) | ESG AWRE USD ETF | 46435G193 | $3.4K | 135,983 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $3.4K | 33,182 | 0.0% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $3.4K | 19,597 | 0.0% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $3.4K | 41,898 | 0.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $3.5K | 14,550 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $3.5K | 16,425 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $3.5K | 29,311 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.5K | 22,969 | 0.0% |
| Discover Finl Svcs(DFSEUR) | COM | 254709108 | $3.5K | 31,956 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $3.5K | 63,686 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $3.6K | 97,781 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $3.6K | 58,026 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $3.6K | 28,041 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.6K | 72,828 | 0.0% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $3.7K | 78,023 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $3.7K | 8,683 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $3.7K | 53,897 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $3.8K | 11,505 | 0.0% |