Q4 2021 Holdings
Filed 2022-02-10 | 91 holdings | $6.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nike Inc(NKE) | CL B | 654106103 | $4.7K | 28,082 | 0.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $5.1K | 20,932 | 0.1% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $5.6K | 64,240 | 0.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $7.9K | 70,629 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $8.1K | 47,153 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $8.8K | 178,101 | 0.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $9.3K | 124,000 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $11.1K | 96,977 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $11.7K | 113,893 | 0.2% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $12.0K | 218,900 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $15.7K | 179,731 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $22.4K | 47,027 | 0.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $23.3K | 82,255 | 0.4% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $23.8K | 430,710 | 0.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $28.0K | 345,789 | 0.5% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $36.9K | 722,822 | 0.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $96.8K | 221,683 | 1.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.5M | 23,245 | 24.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.1M | 30,235 | 68.5% |