Q1 2022 Holdings
Filed 2022-04-15 | 60 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mcdonalds Corp(MCD) | COM | 580135101 | $206 | 835 | 0.0% |
| Spdr SER TR(SPMB) | PORTFLI MORTGAGE | 78464A383 | $207 | 8,649 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $209 | 75 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $211 | 1,541 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $223 | 3,880 | 0.0% |
| Fidelity Comwlth TR(ONEQ) | NASDAQ COMPSIT | 315912808 | $228 | 4,100 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $233 | 1,125 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $256 | 2,000 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $258 | 7,030 | 0.0% |
| Wisdomtree TR(IHDG) | ITL HDG QTLY DIV | 97717X594 | $279 | 6,497 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $286 | 954 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $287 | 766 | 0.0% |
| Brookline Bancorp Inc del(BB3) | COM | 11373M107 | $292 | 18,437 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $294 | 1,076 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $302 | 2,690 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $306 | 601 | 0.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $338 | 3,304 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $346 | 955 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $352 | 6,531 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $365 | 2,677 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $414 | 149 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $421 | 929 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $425 | 5,016 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $433 | 3,658 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $473 | 1,341 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $479 | 2,254 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $613 | 2,575 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $664 | 617 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $761 | 3,650 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $791 | 4,063 | 0.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $977 | 3,656 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.0K | 2,316 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $1.2K | 7,500 | 0.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $1.4K | 17,179 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.4K | 438 | 0.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.4K | 13,727 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $1.7K | 33,468 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.0K | 13,676 | 0.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.1K | 9,471 | 0.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.4K | 13,725 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.6K | 9,300 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.7K | 8,772 | 0.1% |
| Intuit(INTU) | COM | 461202103 | $2.7K | 5,650 | 0.1% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $2.7K | 45,735 | 0.1% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $2.8K | 55,199 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.9K | 62,253 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $3.0K | 17,108 | 0.2% |
| Assurant Inc(AIZ) | COM | 04621X108 | $3.7K | 20,296 | 0.2% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $4.6K | 41,800 | 0.2% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $6.9K | 109,788 | 0.4% |