Q3 2022 Holdings
Filed 2022-10-18 | 27 holdings | $141.3K | 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 | $28.8K | 80,349 | 20.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $26.5K | 354,506 | 18.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $17.0K | 99,377 | 12.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $14.4K | 201,326 | 10.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $13.8K | 310,969 | 9.8% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $8.8K | 109,526 | 6.2% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $4.4K | 95,005 | 3.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.6K | 37,150 | 2.5% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $3.2K | 87,652 | 2.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.0K | 16,741 | 2.1% |
| Ishares TR(SUSL) | ESG MSCI LEADR | 46435U218 | $2.9K | 46,665 | 2.0% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $2.6K | 83,150 | 1.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.4K | 27,665 | 1.7% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $2.2K | 51,168 | 1.6% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $1.8K | 10,858 | 1.3% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.1K | 25,801 | 0.8% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $901 | 11,868 | 0.6% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $791 | 17,043 | 0.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $770 | 4,098 | 0.5% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $563 | 12,309 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $491 | 3,556 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $352 | 986 | 0.2% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $234 | 4,900 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $233 | 1,061 | 0.2% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $229 | 3,645 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $226 | 3,592 | 0.2% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $193 | 10,342 | 0.1% |