Q4 2021 Holdings
Filed 2022-01-13 | 24 holdings | $160.9K | 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 | $36.1K | 75,606 | 22.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $30.8K | 380,656 | 19.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $21.3K | 251,625 | 13.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $20.4K | 90,210 | 12.7% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $17.2K | 281,133 | 10.7% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $11.9K | 102,437 | 7.4% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.6K | 70,773 | 2.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.8K | 24,057 | 1.7% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $2.4K | 10,706 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.2K | 8,904 | 1.3% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $2.1K | 51,679 | 1.3% |
| Ishares TR(SUSL) | ESG MSCI LEADR | 46435U218 | $2.0K | 23,362 | 1.2% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $1.8K | 28,894 | 1.1% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.4K | 13,407 | 0.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.1K | 4,214 | 0.7% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $928 | 16,614 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $688 | 3,874 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $633 | 1,333 | 0.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $349 | 1,232 | 0.2% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $326 | 3,645 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $315 | 5,974 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $293 | 3,332 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $249 | 2,847 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $226 | 2,193 | 0.1% |