Q1 2022 Holdings
Filed 2022-04-25 | 162 holdings | $8.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $11.0K | 441,291 | 0.1% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $12.5K | 205,441 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $12.9K | 74,034 | 0.2% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $13.3K | 267,288 | 0.2% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $18.0K | 338,209 | 0.2% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $22.4K | 220,686 | 0.3% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $424.0K | 17,576 | 5.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $591.0K | 1,027 | 7.4% |
| Boeing Co(BA) | COM | 097023105 | $713.0K | 3,725 | 8.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.5M | 27,312 | 19.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.0M | 12,441 | 25.3% |
| Abrdn Precious Metals Basket(GLTR) | PHYSCL PRECS MET | 003263100 | $2.4M | 24,519 | 29.6% |