Q4 2020 Holdings
Filed 2021-02-09 | 24 holdings | $722.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $297.0K | 1,274 | 41.1% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $243.0K | 487 | 33.6% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $29.0K | 489,068 | 4.0% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $24.5K | 542,598 | 3.4% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $23.7K | 338,080 | 3.3% |
| Pimco ETF TR(LTPZ) | 15+ YR US TIPS | 72201R304 | $18.3K | 206,000 | 2.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $17.6K | 90,384 | 2.4% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $15.9K | 258,272 | 2.2% |
| Ishares Inc(ACWV) | MSCI GBL MIN VOL | 464286525 | $10.8K | 111,577 | 1.5% |
| Ishares Inc(EEMV) | MSCI EMERG MRKT | 464286533 | $10.6K | 173,025 | 1.5% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $7.7K | 92,971 | 1.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $6.0K | 97,991 | 0.8% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $5.5K | 209,346 | 0.8% |
| World Gold TR(GLDM1USD) | SPDR GLD MINIS | 98149E204 | $4.1K | 215,937 | 0.6% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $4.0K | 37,285 | 0.6% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.7K | 48,291 | 0.2% |
| Square Inc(XYZ) | CL A | 852234103 | $706 | 3,245 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $505 | 155 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $405 | 4,451 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $274 | 1,743 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $236 | 2,168 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $235 | 1,686 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $234 | 2,483 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $230 | 1,730 | 0.0% |