Q1 2022 Holdings
Filed 2022-04-29 | 84 holdings | $943.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $215 | 477 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $224 | 3,223 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $225 | 1,060 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $226 | 2,092 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $251 | 1,688 | 0.0% |
| Spdr SER TR(SJNK) | BLOOMBERG SHT TE | 78468R408 | $262 | 9,998 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $266 | 6,200 | 0.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $276 | 9,397 | 0.0% |
| Huntington Bancshares Inc(HBAN) | COM | 446150104 | $293 | 20,020 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $297 | 1,877 | 0.0% |
| Spdr SER TR(SPIP) | PORTFLI TIPS ETF | 78464A656 | $299 | 9,883 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $300 | 4,838 | 0.0% |
| SSgA Active ETF TR(TOTL) | SPDR TR TACTIC | 78467V848 | $306 | 6,825 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $311 | 1,908 | 0.0% |
| Spdr SER TR(EBND) | BLOOMBERG EMERGI | 78464A391 | $312 | 13,738 | 0.0% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $312 | 5,781 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $339 | 816 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $340 | 4,615 | 0.0% |
| Spdr SER TR(SPTI) | PORTFLI INTRMDIT | 78464A672 | $340 | 11,234 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $370 | 4,504 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $383 | 3,493 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $404 | 10,800 | 0.0% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $405 | 10,710 | 0.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $410 | 5,944 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $414 | 2,800 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $443 | 5,227 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $474 | 1,916 | 0.1% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SH | 78468R739 | $491 | 10,374 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $498 | 3,702 | 0.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $527 | 7,377 | 0.1% |
| Metlife Inc(MET) | COM | 59156R108 | $546 | 7,768 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $574 | 11,087 | 0.1% |
| Spdr SER TR(HYMB) | NUVEEN BLOOMBERG | 78464A284 | $575 | 10,426 | 0.1% |
| Vanguard Admiral FDS Inc(VIOV) | SMLCP 600 VAL | 921932778 | $615 | 3,468 | 0.1% |
| Disney Walt Co(DIS) | COM | 254687106 | $632 | 4,609 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $634 | 227 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $642 | 3,177 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $643 | 12,971 | 0.1% |
| Union PAC Corp(UNP) | COM | 907818108 | $646 | 2,364 | 0.1% |
| Vaneck ETF Trust(HYD) | HIGH YLD MUNIETF | 92189H409 | $649 | 11,313 | 0.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $668 | 8,392 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $668 | 3,994 | 0.1% |
| First TR Exch Traded FD III(FMB) | MANAGD MUN ETF | 33739N108 | $685 | 12,919 | 0.1% |
| Schwab Strategic TR(SCHJ) | 1 5YR CORP BD | 808524714 | $687 | 14,149 | 0.1% |
| Progressive Corp(PGR) | COM | 743315103 | $739 | 6,485 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $750 | 5,500 | 0.1% |
| Ford MTR Co del(F) | COM | 345370860 | $756 | 44,730 | 0.1% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $791 | 15,742 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $799 | 15,684 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $866 | 1,908 | 0.1% |