Q2 2022 Holdings
Filed 2022-07-14 | 79 holdings | $658.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Procter and Gamble Co(PG) | COM | 742718109 | $206 | 1,411 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $219 | 7,099 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $222 | 586 | 0.0% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $225 | 5,618 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $231 | 1,318 | 0.0% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $235 | 4,894 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $238 | 2,007 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $238 | 2,932 | 0.0% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $251 | 2,958 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $283 | 744 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $291 | 2,228 | 0.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $342 | 6,794 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $347 | 5,664 | 0.1% |
| Invesco Actively Managed ETF(PSR) | ACTIVE US REAL | 46090A101 | $369 | 3,860 | 0.1% |
| American Centy ETF TR(QINT) | QUALITY DIVRSFED | 025072406 | $376 | 9,802 | 0.1% |
| Vanguard Tax-Managed Intl FD(VEA) | VAN FTSE DEV MKT | 921943858 | $381 | 9,526 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $394 | 1,421 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $402 | 566 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $408 | 1,429 | 0.1% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $426 | 11,615 | 0.1% |
| Nushares ETF TR(NUBD) | NUVEEN ESG US | 67092P870 | $436 | 18,968 | 0.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $491 | 4,869 | 0.1% |
| First TR Exch Traded FD III(FTLS) | LNG/SHT EQUITY | 33739P103 | $531 | 10,998 | 0.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $545 | 7,106 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $588 | 5,326 | 0.1% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $621 | 11,706 | 0.1% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $644 | 9,621 | 0.1% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $646 | 14,507 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $688 | 2,721 | 0.1% |
| Spdr SER TR(TFI) | NUVEEN BLMBRG MU | 78468R721 | $691 | 14,882 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $712 | 4,696 | 0.1% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $738 | 20,568 | 0.1% |
| Nushares ETF TR(NUSC) | NUVEEN ESG SMLCP | 67092P607 | $748 | 22,595 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $785 | 19,689 | 0.1% |
| Goldman Sachs ETF TR(GSST) | ACES ULTRA SHR | 381430230 | $831 | 16,684 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $835 | 375 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.0K | 451 | 0.2% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $1.0K | 39,032 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.1K | 17,891 | 0.2% |
| Ishares TR(EAGG) | ESG AWR US AGRGT | 46435U549 | $1.1K | 23,023 | 0.2% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $1.2K | 7,194 | 0.2% |
| SSgA Active ETF TR(RLY) | MULT ASS RLRTN | 78467V103 | $1.2K | 43,886 | 0.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $1.2K | 7,500 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.5K | 6,546 | 0.2% |
| Nushares ETF TR(NUDM) | NUVEEN ESG INTL | 67092P805 | $1.7K | 68,414 | 0.3% |
| Spdr SER TR(HYMB) | NUVEEN BLOOMBERG | 78464A284 | $2.2K | 42,093 | 0.3% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $2.8K | 38,184 | 0.4% |
| Ishares Gold TR(IAU) | ISHARES NEW | 464285204 | $2.8K | 86,283 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.9K | 31,847 | 0.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $3.3K | 30,428 | 0.5% |