Q1 2022 Holdings
Filed 2022-04-27 | 725 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pfizer Inc(PFE) | COM | 717081103 | $336 | 6,482 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $336 | 1,833 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $342 | 317 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $342 | 1,000 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $344 | 7,100 | 0.0% |
| First Horizon Corporation(FHN) | COM | 320517105 | $344 | 14,645 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $344 | 14,568 | 0.0% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $347 | 1,365 | 0.0% |
| Schwab Strategic TR(FNDC) | SCHWB FDT INT SC | 808524748 | $356 | 10,055 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $358 | 1,426 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $371 | 2,215 | 0.0% |
| Gold TR(IAU) | ISHARES NEW | 464285204 | $374 | 10,163 | 0.0% |
| Goldman Sachs ETF TR(GEM) | ACTIVEBETA EME | 381430206 | $377 | 11,128 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $387 | 7,808 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $391 | 10,955 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $402 | 2,988 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $402 | 1,767 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $405 | 7,753 | 0.0% |
| Wisdomtree TR(WTRE) | GLB EX US RL EST | 97717W331 | $415 | 17,938 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $419 | 1,007 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $426 | 3,597 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $427 | 153 | 0.0% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $431 | 11,098 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $444 | 1,835 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $449 | 880 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $456 | 7,354 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $462 | 4,316 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $481 | 6,944 | 0.0% |
| General Electric Co(GE) | COM NEW | 369604301 | $486 | 5,310 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $499 | 1,827 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $500 | 1,745 | 0.0% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $500 | 5,355 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $532 | 6,444 | 0.0% |
| Ishares TR(ILCG) | MORNINGSTAR GRWT | 464287119 | $548 | 8,425 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $553 | 3,398 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $589 | 10,941 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $601 | 2,238 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $613 | 4,469 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $620 | 12,252 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $623 | 2,123 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $641 | 15,557 | 0.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $648 | 9,071 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $666 | 4,886 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $672 | 3,018 | 0.0% |
| Toyota Motor Corp(TM) | ADS | 892331307 | $680 | 3,771 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $700 | 3,948 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $705 | 1,699 | 0.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $716 | 25,770 | 0.0% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $751 | 9,169 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $751 | 2,747 | 0.0% |