Q1 2022 Holdings
Filed 2022-05-11 | 64 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.8K | 81,463 | 0.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $4.2K | 53,204 | 0.2% |
| Ishares U S ETF TR(NEAR) | BLACKROCK ST MAT | 46431W507 | $4.6K | 93,640 | 0.3% |
| Spdr SER TR(SJNK) | BLOOMBERG SHT TE | 78468R408 | $5.1K | 194,162 | 0.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $5.6K | 15,356 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.7K | 21,424 | 0.3% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $5.9K | 161,392 | 0.3% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $7.0K | 92,156 | 0.4% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $8.3K | 53,229 | 0.5% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $10.7K | 52,258 | 0.6% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $11.6K | 240,895 | 0.7% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $15.3K | 33,931 | 0.9% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $527.0K | 5,568 | 30.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.1M | 6,529 | 62.1% |