Q3 2021 Holdings
Filed 2021-10-08 | 16 holdings | $112.7K | 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 | $28.6K | 463,847 | 25.4% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $18.4K | 229,347 | 16.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $16.9K | 64,409 | 15.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $16.4K | 75,013 | 14.6% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $10.4K | 106,173 | 9.2% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $8.5K | 23,830 | 7.6% |
| Invesco Exchange Traded FD T(PBW) | WILDERHIL CLAN | 46137V134 | $5.5K | 70,711 | 4.8% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $3.3K | 54,569 | 3.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.6K | 3,623 | 1.4% |
| Ishares TR(ILCG) | MORNINGSTAR GRWT | 464287119 | $868 | 13,245 | 0.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $801 | 3,608 | 0.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $465 | 600 | 0.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $254 | 95 | 0.2% |
| First TR Exchange-Traded FD(QCLN) | NAS CLNEDG GREEN | 33733E500 | $236 | 3,768 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $221 | 2,160 | 0.2% |
| Coca Cola Co(KO) | COM | 191216100 | $203 | 3,878 | 0.2% |