Q2 2022 Holdings
Filed 2022-08-11 | 17 holdings | $792.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | Common Stock | 00287Y109 | $447.0K | 2,921 | 56.4% |
| Cisco SYS Inc(CSCO) | Common Stock | 17275R102 | $213.0K | 5,000 | 26.9% |
| Vanguard MUN BD FDS(VTEB) | Funds | 922907746 | $49.9K | 999,154 | 6.3% |
| Vanguard Specialized Funds(VIG) | Funds | 921908844 | $40.6K | 283,176 | 5.1% |
| Vanguard Star FDS(VXUS) | Funds | 921909768 | $20.6K | 399,256 | 2.6% |
| Vanguard Scottsdale FDS(VGSH) | Funds | 92206C102 | $8.5K | 144,247 | 1.1% |
| Apple Inc(AAPL) | Common Stock | 037833100 | $2.6K | 18,892 | 0.3% |
| Vanguard Index FDS(VB) | Funds | 922908751 | $2.1K | 11,985 | 0.3% |
| Sherwin Williams Co(SHW) | Common Stock | 824348106 | $2.0K | 8,780 | 0.2% |
| Vanguard Intl Equity Index F(VWO) | Funds | 922042858 | $1.9K | 45,292 | 0.2% |
| Ishares TR(AGG) | Funds | 464287226 | $1.7K | 16,372 | 0.2% |
| Ishares Gold TR(IAU) | Funds | 464285204 | $1.6K | 45,375 | 0.2% |
| Deere & Co(DE) | Common Stock | 244199105 | $458 | 1,530 | 0.1% |
| Spdr Gold TR(GLD) | Funds | 78463V107 | $352 | 2,089 | 0.0% |
| Vertiv Holdings Co(VRT) | Common Stock | 92537N108 | $319 | 38,819 | 0.0% |
| Microsoft Corp(MSFT) | Common Stock | 594918104 | $224 | 873 | 0.0% |
| J P Morgan Exchange-Traded F(JPST) | Funds | 46641Q837 | $201 | 4,006 | 0.0% |