Q2 2021 Holdings
Filed 2021-08-11 | 27 holdings | $148.4K | 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 | $32.7K | 76,079 | 22.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $27.1K | 329,794 | 18.3% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $20.0K | 232,705 | 13.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $19.9K | 88,273 | 13.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $16.2K | 255,552 | 10.9% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $10.1K | 99,028 | 6.8% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.7K | 71,943 | 2.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.0K | 26,851 | 2.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $2.2K | 10,940 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.0K | 8,891 | 1.3% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $1.9K | 46,228 | 1.3% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $1.5K | 23,089 | 1.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.3K | 13,710 | 0.9% |
| Ishares TR(SUSL) | ESG MSCI LEADR | 46435U218 | $1.2K | 15,665 | 0.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.0K | 4,416 | 0.7% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $838 | 16,642 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $565 | 4,124 | 0.4% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $532 | 9,204 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $476 | 1,113 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $331 | 1,230 | 0.2% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $320 | 3,645 | 0.2% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $274 | 4,456 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $272 | 5,938 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $257 | 3,217 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $256 | 2,847 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $248 | 2,153 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $228 | 2,213 | 0.2% |