Q1 2023 Holdings
Filed 2023-04-18 | 58 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $6.4K | 17,108 | 0.5% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $7.3K | 99,213 | 0.5% |
| Ishares TR(IEF) | 7-10 YR TRSY BD | 464287440 | $9.4K | 95,302 | 0.7% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $9.5K | 132,270 | 0.7% |
| Nushares ETF TR(NULV) | NUVEEN ESG LRGVL | 67092P300 | $12.9K | 378,537 | 0.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $205.0K | 1,285 | 14.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $221.0K | 4,224 | 15.9% |
| Abrdn Precious Metals Basket(GLTR) | PHYSCL PRECS MET | 003263100 | $812.0K | 8,899 | 58.5% |