Q3 2011 Holdings
Filed 2022-11-14 | 573 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $8.3K | 186,147 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $8.3K | 23,218 | 0.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $8.3K | 31,191 | 0.7% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $8.4K | 84,104 | 0.7% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $8.6K | 120,014 | 0.7% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $9.8K | 203,158 | 0.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $10.8K | 40,680 | 0.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $11.6K | 65,325 | 1.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $13.2K | 91,987 | 1.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $14.1K | 78,679 | 1.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $14.3K | 28,109 | 1.2% |
| Home Depot Inc(HD) | COM | 437076102 | $15.8K | 57,270 | 1.4% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $16.1K | 202,905 | 1.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $17.2K | 152,012 | 1.5% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $18.1K | 67,552 | 1.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $18.5K | 152,286 | 1.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $21.4K | 92,045 | 1.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $21.6K | 60,351 | 1.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $21.7K | 66,159 | 1.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $26.7K | 277,618 | 2.3% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $33.0K | 1,484,561 | 2.9% |
| Union PAC Corp(UNP) | COM | 907818108 | $70.3K | 360,800 | 6.1% |
| Apple Inc(AAPL) | COM | 037833100 | $94.6K | 684,434 | 8.2% |