Q1 2021 Holdings
Filed 2021-05-12 | 23 holdings | $372.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $204.0K | 898 | 54.7% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $29.3K | 477,546 | 7.9% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $24.4K | 331,046 | 6.6% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $21.3K | 545,446 | 5.7% |
| Pimco ETF TR(LTPZ) | 15+ YR US TIPS | 72201R304 | $16.7K | 207,382 | 4.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $16.4K | 79,132 | 4.4% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $14.7K | 228,110 | 4.0% |
| Ishares Inc(ACWV) | MSCI GBL MIN VOL | 464286525 | $10.4K | 104,920 | 2.8% |
| Ishares Inc(EEMV) | MSCI EMERG MRKT | 464286533 | $9.9K | 157,492 | 2.7% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $6.9K | 83,499 | 1.8% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $5.5K | 209,839 | 1.5% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $4.8K | 77,969 | 1.3% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $3.2K | 29,679 | 0.9% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.7K | 45,469 | 0.5% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $821 | 9,918 | 0.2% |
| Square Inc(XYZ) | CL A | 852234103 | $737 | 3,245 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $408 | 132 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $387 | 4,033 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $247 | 2,085 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $236 | 1,439 | 0.1% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $223 | 2,606 | 0.1% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $220 | 356 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $208 | 1,539 | 0.1% |