Q4 2020 Holdings
Filed 2021-02-17 | 299 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $365 | 7,736 | 0.0% |
| ARK ETF TR(ARKW) | NEXT GNRTN INTER | 00214Q401 | $368 | 2,516 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $383 | 1,966 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $386 | 4,663 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $388 | 537 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $395 | 3,213 | 0.0% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $398 | 6,173 | 0.0% |
| First TR Exchange-Traded FD(FV) | DORSEY WRT 5 ETF | 33738R605 | $405 | 10,000 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $406 | 1,948 | 0.0% |
| Nushares ETF TR(NULG) | NUVEEN ESG LRGCP | 67092P201 | $416 | 7,385 | 0.0% |
| Nushares ETF TR(NULV) | NUVEEN ESG LRGVL | 67092P300 | $416 | 12,631 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $416 | 1,812 | 0.0% |
| Ishares TR(IDRV) | SELF DRIVNG EV | 46435U366 | $417 | 9,643 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $418 | 5,074 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $439 | 6,434 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $455 | 402 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $455 | 1,586 | 0.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $465 | 6,899 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $470 | 7,258 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $482 | 4,420 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $486 | 931 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $487 | 1,784 | 0.0% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $493 | 3,217 | 0.0% |
| EOS Energy Enterprises Inc(EOSE) | COM CL A | 29415C101 | $498 | 23,875 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $506 | 8,162 | 0.0% |
| Invesco Exchange Traded FD T(RSPF) | S&P500 EQL FIN | 46137V340 | $507 | 10,566 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $508 | 3,168 | 0.0% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $509 | 14,920 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $514 | 2,236 | 0.0% |
| 1Life Healthcare Inc | COM | 68269G107 | $515 | 11,790 | 0.0% |
| Paccar Inc(PCAR) | COM | 693718108 | $536 | 6,213 | 0.0% |
| National Grid PLC(NGG) | SPONSORED ADR NE | 636274409 | $540 | 9,140 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $543 | 6,424 | 0.0% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $549 | 6,376 | 0.0% |
| Encore Cap Group Inc(ECPG) | COM | 292554102 | $564 | 14,470 | 0.0% |
| Invesco Exch TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | $591 | 26,980 | 0.0% |
| Innovative Indl Pptys Inc(IIPR) | COM | 45781V101 | $599 | 3,270 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $605 | 3,405 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $608 | 6,681 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $621 | 3,003 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $637 | 902 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $645 | 12,477 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $651 | 2,508 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $652 | 5,477 | 0.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $662 | 7,435 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $664 | 8,834 | 0.0% |
| Public SVC Enterprise GRP in(PEG) | COM | 744573106 | $672 | 11,529 | 0.0% |
| SSgA Active ETF TR(ULST) | ULT SHT TRM BD | 78467V707 | $691 | 17,090 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $696 | 3,552 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $710 | 10,396 | 0.0% |