Q1 2021 Holdings
Filed 2021-04-28 | 27 holdings | $140.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $31.8K | 79,822 | 22.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $23.2K | 282,015 | 16.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $21.2K | 98,984 | 15.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $17.6K | 207,572 | 12.5% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $16.2K | 267,402 | 11.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $9.4K | 102,403 | 6.7% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.7K | 74,516 | 2.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.2K | 29,659 | 2.3% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $2.2K | 11,621 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.9K | 8,975 | 1.3% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $1.5K | 38,270 | 1.1% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.2K | 13,916 | 0.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.1K | 4,994 | 0.8% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $1.0K | 16,836 | 0.7% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $774 | 16,611 | 0.6% |
| Ishares TR(SUSL) | ESG MSCI LEADR | 46435U218 | $731 | 10,545 | 0.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $535 | 2,055 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $504 | 4,123 | 0.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $490 | 4,306 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $441 | 1,113 | 0.3% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $353 | 9,204 | 0.3% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $302 | 3,645 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $286 | 3,884 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $276 | 6,720 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $253 | 2,847 | 0.2% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $253 | 4,113 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $216 | 2,199 | 0.2% |