Q2 2022 Holdings
Filed 2022-07-15 | 226 holdings | $11.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| General Dynamics Corp(GD) | COM | 369550108 | $728 | 3,290 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $729 | 17,497 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $743 | 11,891 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $753 | 3,363 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $768 | 6,471 | 0.0% |
| Ishares TR(SDG) | MSCI GBL SUS DEV | 46435G532 | $787 | 9,848 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $815 | 2,722 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $831 | 5,884 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $860 | 393 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $867 | 18,922 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $907 | 7,138 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $923 | 4,395 | 0.0% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $949 | 23,777 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $969 | 12,174 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $1.0K | 11,880 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $1.1K | 11,456 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $1.2K | 3,764 | 0.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $1.3K | 6,331 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.3K | 18,303 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $1.3K | 9,262 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $1.3K | 3,414 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $1.5K | 11,038 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.5K | 14,937 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.5K | 6,819 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $1.6K | 11,015 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $1.7K | 15,745 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $1.8K | 10,306 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $1.9K | 11,053 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $1.9K | 8,576 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.0K | 11,728 | 0.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $2.0K | 12,267 | 0.0% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $2.2K | 41,435 | 0.0% |
| Owens Corning New(OC) | COM | 690742101 | $2.2K | 29,426 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $2.3K | 29,279 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.4K | 14,916 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.6K | 14,822 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $2.6K | 10,307 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.7K | 10,785 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.7K | 50,897 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.7K | 18,649 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.7K | 35,410 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $2.7K | 49,000 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $2.8K | 29,281 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $3.1K | 62,897 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $3.1K | 11,175 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $3.2K | 101,637 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $3.3K | 42,567 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $3.4K | 30,351 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.7K | 7,110 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $3.7K | 30,454 | 0.0% |