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 |
|---|---|---|---|---|---|
| Mcdonalds Corp(MCD) | COM | 580135101 | $616 | 2,298 | 0.1% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $636 | 14,274 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $655 | 222 | 0.1% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $678 | 2,454 | 0.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $705 | 3,090 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $708 | 240 | 0.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $726 | 7,628 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $799 | 2,497 | 0.2% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $816 | 7,288 | 0.2% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $821 | 11,345 | 0.2% |
| Vanguard Scottsdale FDS(VCLT) | LG-TERM COR BD | 92206C813 | $878 | 8,219 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $980 | 11,145 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.0K | 2,106 | 0.2% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.0K | 18,101 | 0.2% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $1.1K | 6,198 | 0.2% |
| Spdr Index SHS FDS(QWLD) | MSCI WRLD STRGIC | 78463X418 | $1.2K | 10,508 | 0.2% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $1.2K | 11,118 | 0.2% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $1.2K | 12,982 | 0.2% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $1.3K | 25,148 | 0.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.3K | 8,102 | 0.3% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.3K | 12,269 | 0.3% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.4K | 14,921 | 0.3% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $1.4K | 5,470 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $1.4K | 3,476 | 0.3% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $1.5K | 14,123 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.6K | 3,348 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.6K | 4,790 | 0.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.7K | 14,558 | 0.3% |
| Vanguard World FD(MGV) | MEGA CAP VAL ETF | 921910840 | $1.7K | 16,303 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.0K | 6,708 | 0.4% |
| CSX Corp(CSX) | COM | 126408103 | $2.1K | 55,771 | 0.4% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $2.1K | 35,857 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.1K | 8,352 | 0.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.1K | 8,300 | 0.4% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $2.5K | 6,755 | 0.5% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $3.1K | 6,841 | 0.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.5K | 14,487 | 0.7% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $3.7K | 14,243 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $7.1K | 39,993 | 1.4% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $7.2K | 18,123 | 1.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $421.0K | 6,654 | 82.6% |