Q4 2021 Holdings
Filed 2022-01-25 | 414 holdings | $556.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Aberdeen STD Gold ETF TR(SGOL) | PHYSCL GOLD SHS | 00326A104 | $40 | 2,250 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $41 | 382 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $41 | 650 | 0.0% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $42 | 369 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $43 | 323 | 0.0% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $44 | 261 | 0.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $44 | 313 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $46 | 110 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $48 | 344 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $49 | 225 | 0.0% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $52 | 345 | 0.0% |
| Vaneck ETF Trust(MLN) | LONG MUNI ETF | 92189F536 | $53 | 2,459 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $54 | 184 | 0.0% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $55 | 837 | 0.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $55 | 687 | 0.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $56 | 540 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $59 | 333 | 0.0% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $61 | 298 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $62 | 184 | 0.0% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $65 | 591 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $68 | 488 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $68 | 397 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $70 | 827 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $79 | 470 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $80 | 679 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $81 | 1,391 | 0.0% |
| Global X FDS(MILN) | MILLENNIAL CONSU | 37954Y764 | $81 | 1,899 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $82 | 384 | 0.0% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $82 | 1,129 | 0.0% |
| Vaneck ETF Trust(ITM) | INTRMDT MUNI ETF | 92189H201 | $87 | 1,703 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $89 | 766 | 0.0% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $91 | 1,327 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $91 | 525 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $91 | 1,486 | 0.0% |
| First TR Exchng Traded FD VI(YDEC) | FT CBOE INTL EQT | 33740F656 | $92 | 4,350 | 0.0% |
| First TR Exchange-Traded FD(BGLD) | CBOE VEST GLD ST | 33733E849 | $93 | 4,900 | 0.0% |
| First TR Exchng Traded FD VI(FFEB) | US EQT BUFFER | 33740F763 | $100 | 2,600 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $101 | 332 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $111 | 646 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $111 | 533 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $114 | 2,332 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $121 | 2,057 | 0.0% |
| Global X FDS(PAVE) | US INFR DEV ETF | 37954Y673 | $126 | 4,391 | 0.0% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $131 | 2,607 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $133 | 40 | 0.0% |
| Wisdomtree TR(WTPI) | CBOE S&P 500 | 97717X560 | $138 | 3,995 | 0.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $147 | 1,775 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $151 | 681 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $152 | 1,641 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $171 | 1,504 | 0.0% |