Q1 2022 Holdings
Filed 2022-05-04 | 203 holdings | $87.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amgen Inc(AMGN) | COM | 031162100 | $1.5K | 6,390 | 0.0% |
| Vanguard Short Term Infl Prot(VTIP) | OTH | 922020805 | $1.6K | 30,392 | 0.0% |
| Vanguard ESG US Stock ETF(ESGV) | OTH | 921910733 | $1.6K | 19,246 | 0.0% |
| State Street Corp(STT) | COM | 857477103 | $1.6K | 18,083 | 0.0% |
| Teladoc Inc(TDOC) | COM | 87918A105 | $1.6K | 22,365 | 0.0% |
| Vanguard Real Estate ETF(VNQ) | OTH | 922908553 | $1.7K | 15,518 | 0.0% |
| Vanguard ESG Intl Stock ETF(VSGX) | OTH | 921910725 | $1.8K | 30,963 | 0.0% |
| Vanguard All World Ex-US ETF(VEU) | OTH | 922042775 | $2.0K | 34,354 | 0.0% |
| Cambridge Bancorp | COM | 132152109 | $2.0K | 23,795 | 0.0% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $2.0K | 8,905 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $2.0K | 41,257 | 0.0% |
| Emerson Electric Co(EMR) | COM | 291011104 | $2.1K | 21,416 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.2K | 4,301 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $2.3K | 18,378 | 0.0% |
| Ishares Msci Emerg MKT ETF(EEM) | OTH | 464287234 | $2.3K | 51,171 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $2.6K | 36,850 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $2.6K | 10,502 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.7K | 52,850 | 0.0% |
| Novartis AG SP ADR(NVSN) | OTH | 66987V109 | $2.7K | 30,795 | 0.0% |
| US Bancorp del(USB) | COM | 902973304 | $2.7K | 51,063 | 0.0% |
| Morgan Stanley(MS) | COM | 617446448 | $2.7K | 31,356 | 0.0% |
| Coca-Cola Co(KO) | COM | 191216100 | $2.9K | 46,449 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $2.9K | 29,241 | 0.0% |
| Vanguard Ftse Emerg MKT ETF(VWO) | OTH | 922042858 | $3.2K | 69,028 | 0.0% |
| Ishares Core S&P 500 ETF(IVV) | OTH | 464287200 | $3.3K | 7,184 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $3.3K | 11,550 | 0.0% |
| Brown Forman Corp CL B(BF/B) | COM | 115637209 | $3.4K | 50,378 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $3.8K | 25,451 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $3.8K | 15,340 | 0.0% |
| Estee Lauder COS Inc CL A(EL) | COM | 518439104 | $4.3K | 15,786 | 0.0% |
| Amcor PLC(AMCR) | COM | G0250X107 | $4.3K | 382,500 | 0.0% |
| Mondelez Intl Inc CL A(MDLZ) | COM | 609207105 | $4.5K | 72,233 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $4.5K | 59,978 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $4.7K | 20,976 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $4.9K | 16,247 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $5.1K | 62,297 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $5.2K | 24,456 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $5.3K | 9,514 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $5.6K | 10,018 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $6.0K | 5,529 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $6.3K | 14,172 | 0.0% |
| Vanguard Mid Cap ETF(VO) | OTH | 922908629 | $6.6K | 27,708 | 0.0% |
| Mastercard Incorporated CL A(MA) | COM | 57636Q104 | $6.9K | 19,208 | 0.0% |
| Vanguard Small Cap ETF(VB) | OTH | 922908751 | $7.5K | 35,209 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $8.7K | 210,898 | 0.0% |
| Church & Dwight Inc(CHD) | COM | 171340102 | $9.0K | 90,339 | 0.0% |
| Vanguard DIV Apprec ETF(VIG) | OTH | 921908844 | $9.8K | 60,691 | 0.0% |
| United Parcel Service Inc CL B(UPS) | COM | 911312106 | $11.3K | 52,473 | 0.0% |
| Clorox Co(CLX) | COM | 189054109 | $12.5K | 90,048 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $13.7K | 41,375 | 0.0% |