Q1 2022 Holdings
Filed 2022-05-16 | 284 holdings | $554.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $851 | 2,653 | 0.2% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $867 | 19,409 | 0.2% |
| Essex Ppty TR Inc(ESS) | COM | 297178105 | $883 | 2,506 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $889 | 7,794 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $890 | 2,503 | 0.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $895 | 8,365 | 0.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $901 | 8,626 | 0.2% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $910 | 14,602 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $919 | 15,349 | 0.2% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $924 | 16,648 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $965 | 3,227 | 0.2% |
| Chubb Limited(CB) | COM | H1467J104 | $999 | 5,168 | 0.2% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.0K | 3,877 | 0.2% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $1.0K | 4,992 | 0.2% |
| BlackRock Science & Technolo(BST) | SHS | 09258G104 | $1.0K | 20,495 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.0K | 1,704 | 0.2% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $1.1K | 4,779 | 0.2% |
| First TR Exchange-Traded FD(LMBS) | FST LOW OPPT EFT | 33739Q200 | $1.1K | 21,291 | 0.2% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $1.1K | 11,982 | 0.2% |
| ARK ETF TR(ARKK) | INNOVATION ETF | 00214Q104 | $1.1K | 11,396 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.1K | 9,480 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.1K | 9,611 | 0.2% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $1.1K | 12,929 | 0.2% |
| YUM Brands Inc(YUM) | COM | 988498101 | $1.1K | 7,953 | 0.2% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.1K | 10,909 | 0.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.1K | 1,691 | 0.2% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $1.1K | 4,845 | 0.2% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $1.1K | 20,619 | 0.2% |
| Walmart Inc(WMT) | COM | 931142103 | $1.2K | 8,051 | 0.2% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $1.2K | 10,437 | 0.2% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $1.2K | 14,962 | 0.2% |
| Invesco Exch Traded FD TR II(TAN) | SOLAR ETF | 46138G706 | $1.2K | 15,938 | 0.2% |
| Wisdomtree TR(WCLD) | CLOUD COMPUTNG | 97717Y691 | $1.2K | 23,730 | 0.2% |
| Eversource Energy(ES) | COM | 30040W108 | $1.3K | 13,746 | 0.2% |
| American Centy ETF TR(FLV) | FOCUSED LRG CAP | 025072794 | $1.3K | 20,730 | 0.2% |
| Global X FDS(LIT) | LITHIUM BTRY ETF | 37954Y855 | $1.3K | 15,563 | 0.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.4K | 26,557 | 0.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.4K | 11,604 | 0.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.4K | 4,650 | 0.2% |
| Blackstone Inc(BX) | COM | 09260D107 | $1.4K | 10,642 | 0.2% |
| Advisorshares TR(AADR) | DORSEY WRIGT ADR | 00768Y206 | $1.4K | 21,446 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.4K | 22,730 | 0.3% |
| Indexiq Active ETF TR(MMIT) | IQ MACKAY INTRME | 45409F827 | $1.4K | 53,232 | 0.3% |
| Victory Portfolios II(CDC) | VCSHS US EQ INCM | 92647N824 | $1.5K | 20,912 | 0.3% |
| Ishares TR(ICLN) | GL CLEAN ENE ETF | 464288224 | $1.5K | 69,047 | 0.3% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $1.6K | 18,064 | 0.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.6K | 11,736 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $1.8K | 4,223 | 0.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.8K | 3,568 | 0.3% |
| Disney Walt Co(DIS) | COM | 254687106 | $1.8K | 11,697 | 0.3% |