Q3 2022 Holdings
Filed 2022-11-10 | 12 holdings | $102.7K | 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 | $86.9K | 242,234 | 84.6% |
| Apple Inc(AAPL) | COM | 037833100 | $7.5K | 54,188 | 7.3% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $2.6K | 33,223 | 2.6% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $1.9K | 11,638 | 1.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.0K | 2,856 | 1.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $970 | 2,954 | 0.9% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $522 | 6,557 | 0.5% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $416 | 2,560 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $349 | 1,500 | 0.3% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $323 | 1,126 | 0.3% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $205 | 3,255 | 0.2% |