Q3 2021 Holdings
Filed 2021-10-19 | 27 holdings | $153.1K | 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 | $33.1K | 76,837 | 21.6% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $30.1K | 366,749 | 19.6% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $21.3K | 249,204 | 13.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $19.9K | 90,893 | 13.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $16.8K | 274,855 | 10.9% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $10.3K | 101,543 | 6.8% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.5K | 69,177 | 2.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.6K | 24,131 | 1.7% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $2.2K | 10,950 | 1.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.9K | 8,774 | 1.3% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $1.8K | 45,635 | 1.2% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $1.5K | 24,024 | 1.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.3K | 13,710 | 0.9% |
| Ishares TR(SUSL) | ESG MSCI LEADR | 46435U218 | $1.3K | 17,185 | 0.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.0K | 4,250 | 0.7% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $841 | 16,669 | 0.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $572 | 1,333 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $534 | 3,775 | 0.3% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $380 | 6,598 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $324 | 1,231 | 0.2% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $320 | 3,645 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $272 | 5,953 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $266 | 3,322 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $255 | 2,847 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $247 | 2,153 | 0.2% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $245 | 3,988 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $228 | 2,229 | 0.1% |