Q2 2021 Holdings
Filed 2021-07-22 | 35 holdings | $196.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $31.7K | 117,934 | 16.1% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $31.1K | 846,143 | 15.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $24.9K | 181,239 | 12.7% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $24.6K | 390,636 | 12.5% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $16.5K | 550,755 | 8.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $15.4K | 136,611 | 7.8% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $9.7K | 265,325 | 4.9% |
| Fidelity Covington Trust(FREL) | MSCI RL EST ETF | 316092857 | $8.9K | 293,198 | 4.5% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $7.1K | 155,953 | 3.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.9K | 16,052 | 3.5% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $5.8K | 184,858 | 2.9% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.7K | 32,791 | 0.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.6K | 5,647 | 0.8% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $1.3K | 28,331 | 0.7% |
| Spdr SER TR(SPLB) | PORTFOLIO LN COR | 78464A367 | $1.0K | 31,732 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $727 | 5,308 | 0.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $673 | 2,880 | 0.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $630 | 8,419 | 0.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $595 | 6,022 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $567 | 7,193 | 0.3% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $498 | 9,080 | 0.3% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $492 | 3,500 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $464 | 5,798 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $436 | 3,779 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $417 | 1,499 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $378 | 1,000 | 0.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $342 | 4,661 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $323 | 4,436 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $313 | 1,154 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $299 | 3,476 | 0.2% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $298 | 5,387 | 0.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $248 | 3,342 | 0.1% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $227 | 1,691 | 0.1% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $222 | 5,506 | 0.1% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $218 | 8,368 | 0.1% |