Q3 2022 Holdings
Filed 2022-10-24 | 84 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $966 | 6,987 | 0.1% |
| Nushares ETF TR(NULV) | NUVEEN ESG LRGVL | 67092P300 | $998 | 32,357 | 0.1% |
| Nushares ETF TR(NUBD) | NUVEEN ESG US | 67092P870 | $1.4K | 65,271 | 0.1% |
| Vaneck ETF Trust(HYD) | HIGH YLD MUNIETF | 92189H409 | $1.9K | 37,800 | 0.1% |
| Masimo Corp(MASI) | COM | 574795100 | $2.2K | 15,600 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.4K | 6,849 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $2.5K | 15,129 | 0.2% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.6K | 24,972 | 0.2% |
| Crown Castle Inc(CCI) | COM | 22822V101 | $228.0K | 1,575 | 15.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $239.0K | 5,981 | 16.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $288.0K | 3,000 | 19.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $309.0K | 3,226 | 21.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $365.0K | 3,228 | 25.0% |