Q2 2022 Holdings
Filed 2022-08-10 | 92 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Disney Walt Co(DIS) | COM | 254687106 | $208 | 2,207 | 0.0% |
| Ishares TR(CMF) | CALIF MUN BD ETF | 464288356 | $208 | 3,680 | 0.0% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $213 | 4,275 | 0.0% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $214 | 4,372 | 0.0% |
| Ishares TR(ICLN) | GL CLEAN ENE ETF | 464288224 | $219 | 11,502 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $227 | 478 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $242 | 3,169 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $253 | 3,626 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $255 | 2,000 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $263 | 2,417 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $270 | 2,806 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $293 | 435 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $302 | 870 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $314 | 2,118 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $315 | 144 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $316 | 8,453 | 0.0% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $333 | 3,965 | 0.0% |
| Spdr SER TR(IBND) | BLOOMBERG INTL | 78464A151 | $346 | 12,322 | 0.0% |
| Wisdomtree TR | EMERG MKTS ESG | 97717X214 | $365 | 12,790 | 0.0% |
| Wisdomtree TR | US ESG FUND | 97717W596 | $372 | 9,125 | 0.0% |
| Nushares ETF TR(NUMV) | NUVEEN ESG MIDVL | 67092P508 | $395 | 12,890 | 0.0% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $395 | 7,345 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $400 | 3,916 | 0.0% |
| Sony Group Corporation(SONY) | SPONSORED ADR | 835699307 | $410 | 5,010 | 0.0% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $414 | 12,800 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $424 | 1,123 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $425 | 2,547 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $425 | 3,048 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $438 | 2,889 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $448 | 2,390 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $452 | 5,500 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $477 | 2,666 | 0.0% |
| J P Morgan Exchange Traded F(JMST) | ULTRA SHT MUNCPL | 46641Q654 | $478 | 9,445 | 0.0% |
| Ebay Inc.(EBAY) | COM | 278642103 | $522 | 12,521 | 0.0% |
| Ishares TR(IGOV) | INTL TREA BD ETF | 464288117 | $621 | 15,183 | 0.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $627 | 8,327 | 0.0% |
| Ishares TR(DMXF) | ESG EAFE ETF | 46436E759 | $680 | 13,045 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $859 | 12,303 | 0.0% |
| On24 Inc(ONTF) | COM | 68339B104 | $878 | 92,500 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $931 | 427 | 0.0% |
| Ishares TR(USXF) | ESG MSCI USA ETF | 46436E767 | $958 | 32,064 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $980 | 5,519 | 0.0% |
| Spdr SER TR(BWX) | BLOOMBERG INTL T | 78464A516 | $1.1K | 46,315 | 0.0% |
| Albemarle Corp(ALB) | COM | 012653101 | $1.1K | 5,175 | 0.0% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $1.1K | 27,743 | 0.0% |
| Nushares ETF TR(NULV) | NUVEEN ESG LRGVL | 67092P300 | $1.1K | 34,340 | 0.1% |
| Ishares TR(IQLT) | MSCI INTL QUALTY | 46434V456 | $1.2K | 38,719 | 0.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.3K | 27,058 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.3K | 18,632 | 0.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $1.4K | 13,721 | 0.1% |