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 |
|---|---|---|---|---|---|
| Global X FDS(KRMA) | CONSCIOUS COS | 37954Y731 | $713 | 26,131 | 0.0% |
| PNC Finl Svcs Group Inc(PNC) | COM | 693475105 | $736 | 4,939 | 0.0% |
| Diageo PLC(DGED) | SPON ADR NEW | 25243Q205 | $761 | 4,792 | 0.0% |
| American WTR WKS Co Inc New(AWK) | COM | 030420103 | $762 | 4,966 | 0.0% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $778 | 29,713 | 0.0% |
| PPL Corp(PPL) | COM | 69351T106 | $794 | 28,146 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $798 | 6,708 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $799 | 3,412 | 0.0% |
| Ishares TR(IYW) | U.S. TECH ETF | 464287721 | $802 | 9,424 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $819 | 5,681 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $845 | 2,381 | 0.0% |
| Ishares TR(BGRN) | GBL GREEN ETF | 46435U440 | $849 | 15,092 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $859 | 2,408 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $876 | 5,012 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $888 | 6,495 | 0.0% |
| Invesco Exch Traded FD TR II(CGW) | S&P GBL WATER | 46138E263 | $896 | 19,146 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $897 | 4,178 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $901 | 7,157 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $930 | 25,269 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $935 | 4,296 | 0.0% |
| MP Materials Corp(MP) | COM CL A | 553368101 | $962 | 29,905 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $995 | 24,137 | 0.0% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $1.0K | 3,287 | 0.0% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $1.0K | 6,257 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.0K | 9,768 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $1.1K | 5,918 | 0.0% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $1.1K | 3,296 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $1.1K | 36,392 | 0.0% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $1.1K | 19,690 | 0.0% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $1.1K | 15,292 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $1.1K | 10,296 | 0.0% |
| Invesco Exchange Traded FD T(RFG) | S&P MDCP400 PR | 46137V217 | $1.1K | 5,575 | 0.0% |
| Mettler Toledo International(MTD) | COM | 592688105 | $1.1K | 1,003 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $1.1K | 9,773 | 0.0% |
| Essential Utils Inc(WTRG) | COM | 29670G102 | $1.2K | 24,412 | 0.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $1.2K | 13,236 | 0.0% |
| Middlesex WTR Co(MSEX) | COM | 596680108 | $1.2K | 16,242 | 0.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $1.2K | 10,454 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $1.2K | 13,408 | 0.0% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $1.2K | 40,547 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.2K | 8,390 | 0.0% |
| Schwab Strategic TR(FNDC) | SCHWB FDT INT SC | 808524748 | $1.2K | 34,807 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.2K | 8,836 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $1.2K | 12,945 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $1.2K | 20,267 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $1.2K | 14,793 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.3K | 22,889 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.3K | 9,078 | 0.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $1.3K | 20,612 | 0.0% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $1.3K | 4,462 | 0.0% |