Q1 2022 Holdings
Filed 2022-04-20 | 115 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $915 | 329 | 0.1% |
| Ishares TR(ICLN) | GL CLEAN ENE ETF | 464288224 | $979 | 45,471 | 0.1% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $984 | 4,179 | 0.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $994 | 9,500 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $999 | 2,830 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $1.0K | 6,787 | 0.1% |
| Southern Co(SO) | COM | 842587107 | $1.0K | 13,982 | 0.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.1K | 23,923 | 0.1% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $1.2K | 30,395 | 0.1% |
| Ishares TR(MTUM) | USA MOMENTUM FCT | 46432F396 | $1.3K | 7,431 | 0.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.3K | 5,666 | 0.1% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $1.3K | 12,677 | 0.1% |
| Ishares Inc(ESGE) | MSCI EM ESG OPZ | 46434G863 | $1.3K | 36,445 | 0.1% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $1.4K | 16,109 | 0.1% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $1.4K | 19,708 | 0.1% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $1.4K | 7,903 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.5K | 8,321 | 0.1% |
| Vanguard BD Index FD Inc(BLV) | LONG TERM BOND | 921937793 | $1.5K | 16,712 | 0.1% |
| Ishares TR(IBB) | NASDAQ BIOTECH | 464287556 | $1.6K | 12,298 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7K | 5,564 | 0.1% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $1.8K | 14,441 | 0.1% |
| Ishares TR(ESGD) | MSCI EAFE ESG OP | 46435G516 | $1.8K | 24,735 | 0.1% |
| Ishares TR(IXJ) | GLOB HLTHCRE ETF | 464287325 | $1.8K | 21,038 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.1K | 4,750 | 0.1% |
| Ishares TR(ESGU) | ETF MSCI USA | 46435G425 | $2.2K | 21,468 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.2K | 686 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $2.4K | 17,200 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.6K | 23,254 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.7K | 11,352 | 0.2% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $2.7K | 44,839 | 0.2% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $2.7K | 12,310 | 0.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.9K | 63,747 | 0.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $3.0K | 37,108 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $3.1K | 20,772 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.2K | 29,368 | 0.2% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $3.3K | 57,765 | 0.2% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $3.3K | 42,298 | 0.2% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $3.4K | 41,981 | 0.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $3.5K | 69,015 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.9K | 18,337 | 0.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $3.9K | 9,392 | 0.2% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $4.4K | 12,227 | 0.3% |
| Ishares TR(IGM) | N AMER TECH ETF | 464287549 | $4.6K | 11,763 | 0.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $5.3K | 30,262 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $5.9K | 33,521 | 0.4% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $6.2K | 104,030 | 0.4% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $6.5K | 25,705 | 0.4% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $6.6K | 59,574 | 0.4% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $7.3K | 26,297 | 0.5% |
| Vanguard Scottsdale FDS(VCLT) | LG-TERM COR BD | 92206C813 | $8.0K | 85,919 | 0.5% |