Q1 2022 Holdings
Filed 2022-05-10 | 269 holdings | $19.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total International Bond ETF(BNDX) | TOTAL INT BD ETF | 92203J407 | $865 | 16,501 | 0.0% |
| Spdr Blmbg Barclays Intl Trs Bd ETF(BWX) | BLOOMBERG INTL T | 78464A516 | $866 | 33,280 | 0.0% |
| JP Morgan Chase(JPM) | COM | 46625H100 | $880 | 6,458 | 0.0% |
| Merck & Co(MRK) | COM | 58933Y105 | $900 | 10,969 | 0.0% |
| Public Storage Inc(PSA) | COM | 74460D109 | $903 | 2,313 | 0.0% |
| Ishares S&P 500(IVV) | CORE S&P500 ETF | 464287200 | $929 | 2,047 | 0.0% |
| Vanguard Short Term Corporate Bond Etf(VCSH) | SHRT TRM CORP BD | 92206C409 | $938 | 12,018 | 0.0% |
| Vanguard Short-Term Bond ETF(BSV) | SHORT TRM BOND | 921937827 | $1.0K | 13,061 | 0.0% |
| Amgen Incorporated(AMGN) | COM | 031162100 | $1.0K | 4,214 | 0.0% |
| Honeywell Incorporated(HON) | COM | 438516106 | $1.0K | 5,266 | 0.0% |
| Pfizer Incorporated(PFE) | COM | 717081103 | $1.0K | 19,800 | 0.0% |
| First Trust Nasdaq Cln Edge GrnEngyETF(QCLN) | NAS CLNEDG GREEN | 33733E500 | $1.0K | 16,087 | 0.0% |
| Bank Montreal Quebec (ADR)(BMO) | COM | 063671101 | $1.0K | 8,895 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $1.1K | 9,135 | 0.0% |
| iShares Global Clean Energy(ICLN) | GL CLEAN ENE ETF | 464288224 | $1.1K | 50,271 | 0.0% |
| Pepsico Incorporated(PEP) | COM | 713448108 | $1.1K | 6,499 | 0.0% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $1.1K | 9,664 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $1.1K | 4,261 | 0.0% |
| Vanguard Small-Cap ETF(VB) | SMALL CP ETF | 922908751 | $1.2K | 5,526 | 0.0% |
| Xcel Energy Inc(XEL) | COM | 98389B100 | $1.2K | 16,465 | 0.0% |
| Vanguard Large Cap(VV) | LARGE CAP ETF | 922908637 | $1.3K | 6,228 | 0.0% |
| Etho Climate Leadership US ETF | ETHO CLIMATE LEA | 26924G888 | $1.4K | 24,610 | 0.0% |
| Walt Disney Holding Co.(DIS) | COM | 254687106 | $1.5K | 11,270 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $1.6K | 5,325 | 0.0% |
| Donaldson Company Inc(DCI) | COM | 257651109 | $1.8K | 33,719 | 0.0% |
| PowerShares QQQ(QQQ) | UNIT SER 1 | 46090E103 | $1.8K | 5,008 | 0.0% |
| Google Class A Share(GOOG) | CAP STK CL C | 02079K107 | $1.9K | 676 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $2.2K | 22,091 | 0.0% |
| iShares Global Green Bond ETF(BGRN) | USD GRN BOND ETF | 46435U440 | $2.3K | 45,378 | 0.0% |
| iShares Edge Msci Min Vol USA(USMV) | MSCI USA MIN VOL | 46429B697 | $2.4K | 30,462 | 0.0% |
| Spdr Portfolio Developed Wld ex-US ETF(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $2.4K | 69,422 | 0.0% |
| Vanguard 500 ETF(VOO) | S&P 500 ETF SHS | 922908363 | $2.4K | 5,890 | 0.0% |
| Vanguard Short-Term Government Bond ETF(VGSH) | SHORT TERM TREAS | 92206C102 | $2.5K | 42,358 | 0.0% |
| Ishares EM Debt(EMB) | JPMORGAN USD EMG | 464288281 | $2.5K | 25,731 | 0.0% |
| Vanguard Ftse Developed Markets ETF(VEA) | FTSE DEV MKT ETF | 921943858 | $2.6K | 54,254 | 0.0% |
| Intuit Inc(INTU) | COM | 461202103 | $2.6K | 5,465 | 0.0% |
| First Trust Senior Loan ETF(FTSL) | SENIOR LN FD | 33738D309 | $2.7K | 57,946 | 0.0% |
| Wisdomtree Largecap Div(DLN) | US LARGECAP DIVD | 97717W307 | $3.0K | 45,371 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $3.2K | 11,729 | 0.0% |
| Spdr 500(SPY) | TR UNIT | 78462F103 | $3.2K | 7,116 | 0.0% |
| JPMorgan Diversified Return EMkts Eq ETF(JPEM) | DIV RTN EM EQT | 46641Q308 | $3.5K | 63,161 | 0.0% |
| Thermo Electron Corp(TMO) | COM | 883556102 | $3.6K | 6,075 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.8K | 24,551 | 0.0% |
| NextEra Energy Inc(NEE) | COM | 65339F101 | $3.8K | 44,635 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $3.8K | 71,631 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $4.0K | 29,484 | 0.0% |
| Seagate Technology Plc(STX) | ORD SHS | G7997R103 | $4.0K | 44,583 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $4.0K | 67,640 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $4.3K | 34,165 | 0.0% |
| Amphenol Corp(APH) | CL A | 032095101 | $4.3K | 57,516 | 0.0% |