Q1 2021 Holdings
Filed 2021-05-17 | 27 holdings | $181.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TJX COS Inc New(TJX) | COM | 872540109 | $159.0K | 2,403,762 | 87.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.0K | 15,132 | 3.3% |
| Apple Inc(AAPL) | COM | 037833100 | $3.0K | 24,185 | 1.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.1K | 681 | 1.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5K | 6,253 | 0.8% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $1.2K | 23,997 | 0.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.0K | 3,985 | 0.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $817 | 396 | 0.4% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $782 | 7,250 | 0.4% |
| Home Depot Inc(HD) | COM | 437076102 | $739 | 2,421 | 0.4% |
| 3M Co(MMM) | COM | 88579Y101 | $713 | 3,700 | 0.4% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $637 | 11,645 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $545 | 9,754 | 0.3% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $460 | 3,964 | 0.3% |
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $354 | 6,186 | 0.2% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $333 | 2,264 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $301 | 1,834 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $300 | 4,162 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $287 | 4,938 | 0.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $283 | 1,164 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $279 | 946 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $268 | 8,842 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $265 | 496 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $246 | 1,613 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $242 | 3,200 | 0.1% |
| Golub Cap BDC Inc(GBDC) | COM | 38173M102 | $182 | 12,480 | 0.1% |
| Sirius XM Holdings Inc(SIRIEUR) | COM | 82968B103 | $61 | 10,000 | 0.0% |