Q1 2022 Holdings
Filed 2022-04-28 | 320 holdings | $6.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| S&P Global Inc(SPGI) | COM | 78409V104 | $615 | 1,500 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $620 | 3,070 | 0.0% |
| Vaneck ETF Trust(SMOG) | LOW CARBN ENERGY | 92189F502 | $631 | 4,350 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $640 | 2,981 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $653 | 5,955 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $677 | 10,916 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $682 | 13,175 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $688 | 8,323 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $697 | 3,280 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $699 | 14,926 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $728 | 6,147 | 0.0% |
| Atomera Inc(ATOM) | COM | 04965B100 | $763 | 57,217 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $763 | 3,718 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $764 | 4,691 | 0.0% |
| ESS Tech Inc | COMMON STOCK | 26916J106 | $764 | 137,117 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $778 | 4,237 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $794 | 16,026 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $809 | 15,885 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $809 | 1,369 | 0.0% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $825 | 7,886 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $841 | 6,248 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $901 | 10,987 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $966 | 2,866 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $973 | 4,275 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $997 | 4,030 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.0K | 6,145 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $1.0K | 2,879 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $1.0K | 25,216 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.1K | 13,445 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $1.2K | 8,560 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.2K | 5,427 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.2K | 4,030 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.2K | 20,924 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.3K | 8,405 | 0.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.3K | 16,942 | 0.0% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $1.5K | 43,065 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.5K | 11,240 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $1.6K | 7,060 | 0.0% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $1.8K | 47,089 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.0K | 11,121 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.1K | 10,006 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $2.2K | 23,893 | 0.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $2.3K | 37,706 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.6K | 9,691 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.7K | 5,270 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.7K | 969 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.9K | 10,717 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $3.0K | 31,130 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $3.0K | 52,728 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.2K | 29,207 | 0.0% |