Q1 2021 Holdings
Filed 2021-05-12 | 15 holdings | $111.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $28.3K | 461,212 | 25.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $17.0K | 65,410 | 15.2% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $16.7K | 226,529 | 14.9% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $16.1K | 72,980 | 14.4% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $10.4K | 106,011 | 9.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $7.9K | 24,905 | 7.1% |
| Invesco Exchange Traded FD T(PBW) | WILDERHIL CLAN | 46137V134 | $7.1K | 72,392 | 6.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $3.5K | 56,872 | 3.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.7K | 4,170 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.0K | 4,944 | 0.9% |
| Ishares TR(ILCG) | MORNINGSTAR GRWT | 464287119 | $887 | 3,075 | 0.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $401 | 600 | 0.4% |
| Meta Finl Group Inc(CASH) | COM | 59100U108 | $292 | 292,074 | 0.3% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $212 | 2,160 | 0.2% |
| Coca Cola Co(KO) | COM | 191216100 | $204 | 3,878 | 0.2% |