Q3 2021 Holdings
Filed 2021-11-10 | 38 holdings | $220.6K | 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 | $34.9K | 125,307 | 15.8% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $34.7K | 928,878 | 15.7% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $28.3K | 404,769 | 12.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $27.7K | 193,972 | 12.6% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $18.5K | 619,654 | 8.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $16.8K | 148,180 | 7.6% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $10.8K | 296,229 | 4.9% |
| Fidelity Covington Trust(FREL) | MSCI RL EST ETF | 316092857 | $10.7K | 327,568 | 4.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $7.8K | 16,959 | 3.5% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $7.6K | 176,293 | 3.4% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $6.7K | 216,354 | 3.1% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.8K | 33,731 | 0.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.7K | 5,508 | 0.8% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $1.5K | 29,909 | 0.7% |
| Spdr SER TR(SPLB) | PORTFOLIO LN COR | 78464A367 | $1.1K | 35,689 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $913 | 6,097 | 0.4% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $684 | 7,974 | 0.3% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $667 | 8,721 | 0.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $653 | 6,229 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $610 | 2,880 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $589 | 7,314 | 0.3% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $584 | 3,500 | 0.3% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $494 | 9,095 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $470 | 4,104 | 0.2% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $437 | 7,918 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $430 | 1,499 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $406 | 1,224 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $358 | 4,436 | 0.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $352 | 4,823 | 0.2% |
| Ishares TR(SUSB) | ESG AWRE 1 5 YR | 46435G243 | $349 | 13,513 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $332 | 1,000 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $302 | 3,534 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $270 | 242 | 0.1% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $258 | 3,383 | 0.1% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $255 | 6,251 | 0.1% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $246 | 3,042 | 0.1% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $212 | 1,589 | 0.1% |
| Upstart Hldgs Inc(UPST) | COM | 91680M107 | $201 | 625 | 0.1% |