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Copperleaf Capital, LLC

Q1 2022 Holdings

Filed 2022-05-16 | 59 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(EFV)EAFE VALUE ETF464288877$3.5K69,8600.3%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$3.8K1,3790.4%
Ishares TR(FALN)FALN ANGLS USD46435G474$3.8K138,3300.4%
Ishares TR(MBB)MBS ETF464288588$5.5K53,5830.5%
Spdr SER TR(SPYM)PORTFOLIO S&P50078464A854$6.7K125,5940.7%
Schwab Strategic TR(SCHJ)1 5YR CORP BD808524714$7.1K145,7160.7%
Ishares TR(ESGU)ESG AWR MSCI USA46435G425$7.4K72,7320.7%
Ishares TR(GOVT)US TREAS BD ETF46429B267$8.2K329,9560.8%
Carmax Inc(KMX)COM143130102$898.0K9,30388.9%
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