Q2 2022 Holdings
Filed 2022-07-15 | 288 holdings | $26.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.1K | 5,724 | 0.0% |
| Direxion SHS ETF TR(QQQE) | NAS100 EQL WGT | 25459Y207 | $1.1K | 17,166 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.1K | 21,788 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.1K | 17,372 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $1.1K | 7,147 | 0.0% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $1.1K | 28,650 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.2K | 4,267 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $1.2K | 10,343 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $1.2K | 33,624 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.2K | 6,480 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $1.2K | 13,317 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $1.2K | 8,798 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.3K | 14,609 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.3K | 4,908 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $1.3K | 33,160 | 0.0% |
| Proshares TR(NOBL) | S&P 500 DV ARIST | 74348A467 | $1.3K | 15,590 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.4K | 10,615 | 0.0% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $1.4K | 17,102 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $1.4K | 3,393 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.4K | 22,700 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.4K | 8,061 | 0.0% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $1.5K | 12,645 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $1.5K | 11,404 | 0.0% |
| Vaneck ETF Trust(ANGL) | FALLEN ANGEL HG | 92189F437 | $1.5K | 56,686 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.6K | 17,241 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.6K | 4,185 | 0.0% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $1.6K | 32,681 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $1.6K | 9,184 | 0.0% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $1.6K | 51,782 | 0.0% |
| First TR Exchange-Traded FD(FBT) | NY ARCA BIOTECH | 33733E203 | $1.7K | 12,223 | 0.0% |
| Ishares TR(KXI) | GLB CNSM STP ETF | 464288737 | $1.7K | 29,033 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $1.7K | 7,188 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $1.7K | 11,350 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.8K | 38,118 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.8K | 16,008 | 0.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.9K | 29,844 | 0.0% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.0K | 18,720 | 0.0% |
| Ishares Inc(DVYE) | EM MKTS DIV ETF | 464286319 | $2.0K | 73,809 | 0.0% |
| Invesco Exchange Traded FD T(RSPM) | S&P500 EQL MAT | 46137V316 | $2.0K | 12,950 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.0K | 10,192 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $2.0K | 9,772 | 0.0% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $2.1K | 11,270 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $2.1K | 24,960 | 0.0% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $2.2K | 34,388 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.2K | 12,633 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $2.2K | 21,189 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.2K | 16,876 | 0.0% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $2.3K | 79,487 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $2.3K | 10,969 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.4K | 9,808 | 0.0% |