Q1 2022 Holdings
Filed 2022-04-28 | 408 holdings | $145.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $773 | 8,925 | 0.0% |
| Realty Income Corp(O) | COM | 756109104 | $779 | 11,235 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $787 | 21,599 | 0.0% |
| Nextera Energy Partners LP(XIFR) | COM UNIT PART IN | 65341B106 | $791 | 9,488 | 0.0% |
| Aflac Inc(AFL) | COM | 001055102 | $806 | 12,520 | 0.0% |
| Linde PLC(LIN) | SHS | G5494J103 | $808 | 2,529 | 0.0% |
| Nushares ETF TR(NULV) | NUVEEN ESG LRGVL | 67092P300 | $811 | 21,325 | 0.0% |
| Dover Corp(DOV) | COM | 260003108 | $814 | 5,190 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $822 | 7,321 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $829 | 3,723 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $835 | 775 | 0.0% |
| Nutrien LTD(NTR) | COM | 67077M108 | $843 | 8,108 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $843 | 1,786 | 0.0% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $861 | 19,384 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $878 | 9,348 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $883 | 4,722 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $901 | 15,172 | 0.0% |
| Vanguard Scottsdale FDS(VONE) | VNG RUS1000IDX | 92206C730 | $905 | 4,370 | 0.0% |
| Sprott Physical Gold & Silve(CEF/U) | TR UNIT | 85208R101 | $931 | 48,050 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $932 | 2,084 | 0.0% |
| Texas Pacific Land Corporati(TPL) | COM | 88262P102 | $956 | 707 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $957 | 7,769 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $998 | 7,779 | 0.0% |
| Cambridge Bancorp | COM | 132152109 | $1.0K | 12,314 | 0.0% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $1.0K | 6,859 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.1K | 2 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.1K | 3,801 | 0.0% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $1.1K | 3,184 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $1.1K | 14,407 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $1.1K | 11,110 | 0.0% |
| Vaneck ETF Trust(ITM) | INTRMDT MUNI ETF | 92189H201 | $1.1K | 23,999 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.2K | 6,685 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $1.2K | 8,749 | 0.0% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $1.2K | 8,852 | 0.0% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $1.2K | 24,337 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $1.2K | 18,212 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.3K | 16,536 | 0.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $1.3K | 16,731 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.3K | 8,611 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.3K | 35,696 | 0.0% |
| Old Dominion Freight Line in(ODFL) | COM | 679580100 | $1.3K | 4,415 | 0.0% |
| DOW Inc(DOW) | COM | 260557103 | $1.4K | 21,203 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $1.4K | 6,200 | 0.0% |
| Ishares TR(SUSC) | ESG AWRE USD ETF | 46435G193 | $1.4K | 56,026 | 0.0% |
| Smucker J M Co(SJM) | COM NEW | 832696405 | $1.4K | 10,556 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.5K | 18,692 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $1.5K | 7,978 | 0.0% |
| Evercore Inc(EVR) | CLASS A | 29977A105 | $1.5K | 13,557 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.6K | 14,559 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $1.6K | 34,749 | 0.0% |