Q4 2021 Holdings
Filed 2022-02-17 | 91 holdings | $509.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Merck & Co Inc(MRK) | COM | 58933Y105 | $204 | 2,684 | 0.0% |
| Nushares ETF TR(NUMV) | NUVEEN ESG MIDVL | 67092P508 | $204 | 5,544 | 0.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $210 | 2,697 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $210 | 1,308 | 0.0% |
| Western UN Co(WU) | COM | 959802109 | $225 | 12,655 | 0.0% |
| Nushares ETF TR(NUMG) | NUVEEN ESG MIDCP | 67092P409 | $236 | 4,838 | 0.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $240 | 3,063 | 0.0% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $245 | 6,553 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $247 | 1,481 | 0.0% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $253 | 3,545 | 0.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $281 | 5,530 | 0.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $295 | 3,555 | 0.1% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $298 | 2,858 | 0.1% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $299 | 5,451 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $305 | 1,745 | 0.1% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $306 | 12,030 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $309 | 1,903 | 0.1% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $316 | 4,289 | 0.1% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $317 | 6,168 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $321 | 737 | 0.1% |
| Caterpillar Inc(CAT) | COM | 149123101 | $325 | 1,573 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $333 | 1,197 | 0.1% |
| General Mtrs Co(GM) | COM | 37045V100 | $333 | 5,671 | 0.1% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $342 | 3,637 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $352 | 585 | 0.1% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $356 | 8,710 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $357 | 2,080 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $361 | 6,133 | 0.1% |
| Sempra(SRE) | COM | 816851109 | $393 | 2,987 | 0.1% |
| Wisdomtree TR(AIVL) | US DIVID EX FNCL | 97717W406 | $398 | 3,952 | 0.1% |
| Vanguard World FD(EDV) | EXTENDED DUR | 921910709 | $406 | 2,745 | 0.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $410 | 5,117 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $431 | 5,766 | 0.1% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $446 | 6,720 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $449 | 3,482 | 0.1% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $464 | 4,294 | 0.1% |
| Spdr Index SHS FDS(NZAC) | LOW CARBON ETF | 78463X194 | $465 | 3,529 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $474 | 2,500 | 0.1% |
| Invesco Exchange Traded FD T(RPV) | S&P500 PUR VAL | 46137V258 | $475 | 5,877 | 0.1% |
| Ishares TR(MTUM) | MSCI USA MMENTM | 46432F396 | $484 | 2,665 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $490 | 147 | 0.1% |
| Spdr SER TR(SHE) | SSGA GNDER ETF | 78468R747 | $504 | 4,892 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $530 | 1,487 | 0.1% |
| Ishares TR(SUSC) | ESG AWRE USD ETF | 46435G193 | $536 | 19,606 | 0.1% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $536 | 5,779 | 0.1% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $557 | 8,200 | 0.1% |
| First TR Nasdaq 100 Tech IND(QTEC) | SHS | 337345102 | $562 | 3,212 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $587 | 3,429 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $589 | 694 | 0.1% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $605 | 5,237 | 0.1% |