Q3 2022 Holdings
Filed 2022-11-03 | 123 holdings | $9.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nextera Energy Inc(NEE) | COM | 65339F101 | $2.4K | 29,984 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.6K | 17,902 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $2.7K | 19,906 | 0.0% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $2.7K | 28,051 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $2.8K | 33,568 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $2.9K | 25,848 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $3.1K | 25,361 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $3.1K | 16,627 | 0.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $3.2K | 65,883 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $3.2K | 22,951 | 0.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $3.2K | 15,661 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $3.8K | 36,456 | 0.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $4.1K | 117,759 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $4.7K | 28,712 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.8K | 54,679 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $14.6K | 62,688 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $255.0K | 2,110 | 2.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $278.0K | 2,465 | 2.8% |
| American Centy ETF TR(AVEM) | AVANTIS EMGMKT | 025072604 | $552.0K | 12,010 | 5.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $615.0K | 6,420 | 6.3% |
| Cummins Inc(CMI) | COM | 231021106 | $1.5M | 7,186 | 14.9% |
| American Centy ETF TR(AVUV) | US SML CP VALU | 025072877 | $2.0M | 30,589 | 20.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.5M | 46,352 | 45.5% |