Q1 2023 Holdings
Filed 2023-05-15 | 675 holdings | $11.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bank Amer Corp(BAC) | COM | 060505104 | $384 | 13,443 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $385 | 19,997 | 0.0% |
| Metlife Inc(MET) | COM | 59156R108 | $387 | 6,674 | 0.0% |
| Pimco ETF TR(TIPZ) | BROAD US TIPS | 72201R403 | $409 | 7,339 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $412 | 2,499 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $413 | 2,409 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $427 | 3,722 | 0.0% |
| Nushares ETF TR(NUEM) | NUVEEN ESG EMRGN | 67092P888 | $437 | 16,267 | 0.0% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $442 | 17,153 | 0.0% |
| First TR DJS Microcap Index(FDM) | COM SHS ANNUAL | 33718M105 | $496 | 9,237 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $504 | 3,251 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $525 | 7,569 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $546 | 14,390 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $569 | 8,217 | 0.0% |
| Vanguard World FDS(VCR) | CONSUM DIS ETF | 92204A108 | $613 | 2,428 | 0.0% |
| Invesco Exchange Traded FD T(PWV) | DYNMC LRG VALU | 46137V738 | $637 | 14,063 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $645 | 2,236 | 0.0% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $653 | 14,145 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $656 | 4,020 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $697 | 5,352 | 0.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $763 | 8,161 | 0.0% |
| Spdr SER TR(MDYG) | S&P 400 MDCP GRW | 78464A821 | $769 | 11,234 | 0.0% |
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $824 | 28,194 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $899 | 1,401 | 0.0% |
| Nushares ETF TR(NUDM) | NUVEEN ESG INTL | 67092P805 | $928 | 33,012 | 0.0% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $1.1K | 21,887 | 0.0% |
| Ishares TR(TLH) | 10-20 YR TRS ETF | 464288653 | $1.1K | 9,343 | 0.0% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $1.3K | 11,125 | 0.0% |
| Invesco Exchange Traded FD T(XSVM) | S&P SMCP VLU MNT | 46137V480 | $1.4K | 31,290 | 0.0% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $1.5K | 7,583 | 0.0% |
| Vanguard Scottsdale FDS(VTWG) | VNG RUS2000GRW | 92206C623 | $1.6K | 9,727 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $1.6K | 15,335 | 0.0% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $1.6K | 42,825 | 0.0% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $1.7K | 33,917 | 0.0% |
| Ishares TR(IMTM) | MSCI INTL MOMENT | 46434V449 | $1.7K | 53,261 | 0.0% |
| Spdr SER TR(SPTI) | PORTFLI INTRMDIT | 78464A672 | $1.9K | 65,897 | 0.0% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $2.2K | 10,684 | 0.0% |
| Vanguard World FDS(VIS) | INDUSTRIAL ETF | 92204A603 | $2.2K | 11,699 | 0.0% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $2.3K | 20,892 | 0.0% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $2.3K | 29,709 | 0.0% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $2.4K | 31,042 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $2.4K | 22,249 | 0.0% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $2.5K | 13,894 | 0.0% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $2.6K | 77,726 | 0.0% |
| Invesco Exchange Traded FD T(PID) | INTL DIVI ACHI | 46137V548 | $2.8K | 155,092 | 0.0% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $2.8K | 28,375 | 0.0% |
| Spdr SER TR(EBND) | BLOOMBERG EMERGI | 78464A391 | $2.9K | 138,797 | 0.0% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $3.8K | 121,966 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $3.9K | 9,497 | 0.0% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $4.0K | 16,902 | 0.0% |