Q1 2022 Holdings
Filed 2022-04-27 | 289 holdings | $49.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(SUSC) | ESG AWRE USD ETF | 46435G193 | $1.2K | 45,894 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.2K | 25,925 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.2K | 5,466 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $1.2K | 33,771 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.2K | 5,357 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $1.2K | 5,392 | 0.0% |
| First TR Exchange-Traded FD(FDN) | DJ INTERNT IDX | 33733E302 | $1.2K | 6,505 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.2K | 21,488 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $1.2K | 7,011 | 0.0% |
| Spdr Index SHS FDS(DWX) | S&P INTL ETF | 78463X772 | $1.3K | 32,671 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.3K | 5,807 | 0.0% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $1.4K | 28,712 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $1.4K | 12,298 | 0.0% |
| Proshares TR(NOBL) | S&P 500 DV ARIST | 74348A467 | $1.4K | 14,685 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.4K | 3,950 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $1.4K | 9,400 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $1.4K | 30,639 | 0.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $1.5K | 23,361 | 0.0% |
| Ishares TR(IWL) | RUS TOP 200 ETF | 464289446 | $1.5K | 13,625 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.5K | 10,303 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.6K | 3,536 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.6K | 496 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.6K | 22,195 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $1.7K | 3,393 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $1.7K | 6,766 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.7K | 8,212 | 0.0% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $1.8K | 14,367 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $1.8K | 8,333 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $1.8K | 14,585 | 0.0% |
| Ishares TR(KXI) | GLB CNSM STP ETF | 464288737 | $1.9K | 30,083 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $1.9K | 11,867 | 0.0% |
| Vaneck ETF Trust(ANGL) | FALLEN ANGEL HG | 92189F437 | $1.9K | 62,498 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.9K | 36,406 | 0.0% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $1.9K | 20,135 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $2.0K | 8,872 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $2.0K | 10,853 | 0.0% |
| First TR Exchange-Traded FD(FBT) | NY ARCA BIOTECH | 33733E203 | $2.1K | 14,035 | 0.0% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $2.1K | 62,038 | 0.0% |
| Ishares Inc(DVYE) | EM MKTS DIV ETF | 464286319 | $2.2K | 67,544 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $2.2K | 22,736 | 0.0% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $2.2K | 30,207 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.2K | 20,605 | 0.0% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $2.3K | 11,885 | 0.0% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $2.3K | 44,599 | 0.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $2.4K | 30,615 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $2.4K | 10,644 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.4K | 12,043 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.5K | 10,044 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.5K | 10,568 | 0.0% |
| Invesco Exchange Traded FD T(RSPM) | S&P500 EQL MAT | 46137V316 | $2.5K | 13,657 | 0.0% |