Q1 2022 Holdings
Filed 2022-04-21 | 72 holdings | $9.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bank of America Corp.(BAC) | COM | 060505104 | $13.8K | 333,800 | 0.2% |
| VanEck Fallen Angel High Yield(ANGL) | ETF | 92189F437 | $14.0K | 460,650 | 0.2% |
| Honeywell International Inc.(HON) | COM | 438516106 | $15.2K | 77,968 | 0.2% |
| American Tower Corp.(AMT) | COM | 03027X100 | $15.6K | 61,989 | 0.2% |
| Principal Large-Cap Growth Fun | ETF | 74253J784 | $16.1K | 839,363 | 0.2% |
| Visa Inc. Class A(V) | COM | 92826C839 | $16.3K | 73,605 | 0.2% |
| W.R. Berkley Corp.(WRB) | COM | 084423102 | $16.8K | 252,305 | 0.2% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $17.0K | 6,077 | 0.2% |
| UnitedHealth Group Inc.(UNH) | COM | 91324P102 | $17.1K | 33,446 | 0.2% |
| Home Depot Inc.(HD) | COM | 437076102 | $17.2K | 57,408 | 0.2% |
| TJX Companies Inc.(TJX) | COM | 872540109 | $18.1K | 299,159 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $18.6K | 104,886 | 0.2% |
| Medtronic PLC(MDT) | COM | G5960L103 | $19.1K | 172,279 | 0.2% |
| Union Pacific Corp.(UNP) | COM | 907818108 | $19.5K | 71,327 | 0.2% |
| Linde PLC(LIN) | COM | G5494J103 | $20.4K | 63,922 | 0.2% |
| Apple Inc.(AAPL) | COM | 037833100 | $25.0K | 143,024 | 0.3% |
| iShares Core S&P Small-Cap ETF(IJR) | ETF | 464287804 | $26.5K | 245,520 | 0.3% |
| Microsoft Corp.(MSFT) | COM | 594918104 | $27.5K | 89,292 | 0.3% |
| Vanguard Ftse Developed Market(VEA) | ETF | 921943858 | $39.9K | 831,288 | 0.4% |
| Cummins Inc.(CMI) | COM | 231021106 | $287.0K | 1,400 | 3.2% |
| Boeing Co.(BA) | COM | 097023105 | $1.1M | 5,950 | 12.5% |
| Autodesk Inc.(ADSK) | COM | 052769106 | $7.1M | 33,194 | 78.1% |