Q1 2022 Holdings
Filed 2022-04-08 | 28 holdings | $159.4K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-04-26) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $33.8K | 74,465 | 21.2% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $27.8K | 357,215 | 17.5% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $18.8K | 236,356 | 11.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $18.8K | 88,453 | 11.8% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $15.3K | 265,261 | 9.6% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $11.0K | 101,956 | 6.9% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $5.0K | 104,941 | 3.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.9K | 17,099 | 2.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.7K | 33,996 | 2.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.7K | 24,837 | 1.7% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $2.6K | 53,618 | 1.6% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $2.2K | 10,779 | 1.4% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $2.1K | 38,989 | 1.3% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $1.9K | 50,286 | 1.2% |
| Ishares TR(SUSL) | ESG MSCI LEADR | 46435U218 | $1.8K | 22,383 | 1.1% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $1.5K | 26,973 | 1.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $1.3K | 13,407 | 0.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.0K | 4,218 | 0.6% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $786 | 13,163 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $677 | 3,874 | 0.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $602 | 1,333 | 0.4% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $510 | 20,479 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $331 | 1,233 | 0.2% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $293 | 3,645 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $271 | 3,340 | 0.2% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $261 | 4,975 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $233 | 2,847 | 0.1% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $202 | 2,204 | 0.1% |