Q4 2022 Holdings
Filed 2023-01-17 | 9 holdings | $70.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $21.1M | 320,511 | 30.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $11.7M | 48,520 | 16.7% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $10.0M | 202,510 | 14.2% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $9.2M | 93,652 | 13.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $9.1M | 52,027 | 12.9% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $8.5M | 31,966 | 12.1% |
| Ishares TR(ILCG) | MORNINGSTAR GRWT | 464287119 | $310.3K | 6,375 | 0.4% |
| Coca Cola Co(KO) | COM | 191216100 | $224.9K | 3,535 | 0.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $221.7K | 1,800 | 0.3% |