Q4 2021 Holdings
Filed 2022-02-14 | 1525 holdings | $85.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verizon Commun(VZ) | COM | 92343V104 | $14.9K | 285,836 | 0.0% |
| Bio-Rad Laboratories Inc(BIO) | CL A | 090572207 | $15.0K | 20 | 0.0% |
| Vanguard ETF(VWO) | FTSE EMR MKT ETF | 922042858 | $15.9K | 321,857 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $16.4K | 5,673 | 0.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $16.6K | 56,610 | 0.0% |
| Rio Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $16.6K | 247,714 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $16.7K | 217,348 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $16.7K | 42,750 | 0.0% |
| State Street ETF(SPY) | TR UNIT | 78462F103 | $17.0K | 35,765 | 0.0% |
| Voya Investments LLC(IJH) | CORE S&P MCP ETF | 464287507 | $17.9K | 63,212 | 0.0% |
| DB Etfs(DBEF) | XTRACK MSCI EAFE | 233051200 | $18.0K | 458 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $18.1K | 336,806 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $19.1K | 64,825 | 0.0% |
| Becton Dickinson(BDX) | COM | 075887109 | $19.8K | 78,759 | 0.0% |
| Charles Schwab Investment Management Inc(SCHD) | US DIVIDEND EQ | 808524797 | $20.2K | 249,643 | 0.0% |
| Walt Disney Co(DIS) | COM | 254687106 | $20.4K | 131,683 | 0.0% |
| ServiceNow Inc(NOW) | COM | 81762P102 | $20.4K | 31,492 | 0.0% |
| Kraft Foods Inc(MDLZ) | CL A | 609207105 | $20.5K | 309,524 | 0.0% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $21.0K | 359 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $21.3K | 93,284 | 0.0% |
| DXC Technology Co(DXC) | COM | 23355L106 | $22.0K | 712 | 0.0% |
| Bristol-Myrs Squib(BMY) | COM | 110122108 | $22.6K | 363,155 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $22.7K | 219,367 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $22.8K | 195,110 | 0.0% |
| O'Reilly Automotive Inc(ORLY) | COM | 67103H107 | $23.1K | 32,696 | 0.0% |
| Ishares Trust(SHY) | 1 3 YR TREAS BD | 464287457 | $23.5K | 275,240 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $23.9K | 272,978 | 0.0% |
| Intercontinental Exchange(ICE) | COM | 45866F104 | $24.7K | 180,253 | 0.0% |
| Cabot Corp(CBT) | COM | 127055101 | $24.7K | 440,163 | 0.0% |
| Charles River Laboratories Int(CRL) | COM | 159864107 | $25.0K | 66 | 0.0% |
| Pioneer Natural Resources Co(PXDEUR) | COM | 723787107 | $25.2K | 138,424 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $25.8K | 76,652 | 0.0% |
| Azenta Inc(AZTA) | COM | 114340102 | $26.0K | 250 | 0.0% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $26.0K | 1,629 | 0.0% |
| Vanguard Group(BSV) | SHORT TRM BOND | 921937827 | $26.1K | 322,578 | 0.0% |
| DR Horton Inc(DHI) | COM | 23331A109 | $27.0K | 251 | 0.0% |
| Cambridge Bancorp | COM | 132152109 | $27.3K | 292,212 | 0.0% |
| Waste Management(WM) | COM | 94106L109 | $28.5K | 170,473 | 0.0% |
| Ishares Gold Trust(IAU) | ISHARES NEW | 464285204 | $28.5K | 819,038 | 0.0% |
| Accenture(ACN) | SHS CLASS A | G1151C101 | $29.1K | 70,225 | 0.0% |
| iShares ETFs(AGG) | CORE US AGGBD ET | 464287226 | $29.4K | 257,532 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $30.9K | 131,632 | 0.0% |
| Centene Corp(CNC) | COM | 15135B101 | $32.0K | 388 | 0.0% |
| TJX Cos Inc(TJX) | COM | 872540109 | $32.0K | 421,966 | 0.0% |
| Xylem Inc(XYL) | COM | 98419M100 | $32.5K | 270,935 | 0.0% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $32.8K | 285,226 | 0.0% |
| Nextera Energy(NEE) | COM | 65339F101 | $34.0K | 364,033 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $34.1K | 61,159 | 0.0% |
| Mcdonald's Corp(MCD) | COM | 580135101 | $35.3K | 131,620 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $35.8K | 39,119 | 0.0% |