Q4 2021 Holdings
Filed 2022-01-21 | 47 holdings | $787.0K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-01-24) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares Russell 3000 ETF(IWV) | RUSSELL 3000 ETF | 464287689 | $5.4K | 19,520 | 0.7% |
| Apple Inc(AAPL)A | COM | 037833100 | $6.8K | 38,065 | 0.9% |
| Spdr Portfolio S&P 500 Growth ETF(SPYG)A | PRTFLO S&P500 GW | 78464A409 | $7.1K | 97,366 | 0.9% |
| iShares Core S&P U.S. Value ETF(IUSV) | CORE S&P US VLU | 464287663 | $8.4K | 110,611 | 1.1% |
| iShares Core U.S. Growth ETF(IUSG)A | CORE S&P US GWT | 464287671 | $12.3K | 106,646 | 1.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $202.0K | 806 | 25.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $502.0K | 3,704 | 63.8% |