Q1 2022 Holdings
Filed 2022-05-26 | 73 holdings | $83.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Business Machs(IBM) | COM | 459200101 | $201 | 1,456 | 0.2% |
| First TR Exch Traded FD III(FUMB) | ULTRA SHT DUR MU | 33740J104 | $213 | 10,673 | 0.3% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $217 | 947 | 0.3% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SH | 78468R739 | $217 | 4,629 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $234 | 81 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $246 | 1,355 | 0.3% |
| Dimensional ETF Trust(DFCF) | CORE FIXED INCOM | 25434V872 | $248 | 5,591 | 0.3% |
| Spdr SER TR(XNTK) | NYSE TECH ETF | 78464A102 | $249 | 2,059 | 0.3% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $264 | 6,151 | 0.3% |
| Ishares U S ETF TR(COMT) | GSCI CMDTY STGY | 46431W853 | $268 | 6,515 | 0.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $273 | 5,319 | 0.3% |
| Ishares TR(IXG) | GLOBAL FINLS ETF | 464287333 | $274 | 3,628 | 0.3% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $276 | 3,638 | 0.3% |
| Ishares U S ETF TR(MEAR) | BLACKROCK SHORT | 46431W838 | $277 | 5,570 | 0.3% |
| First TR Exchange Traded FD(FTRI) | INDXX NAT RE ETF | 33734X838 | $277 | 17,460 | 0.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $277 | 2,688 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $278 | 829 | 0.3% |
| Fidelity Covington Trust(FTEC) | MSCI INFO TECH I | 316092808 | $281 | 2,552 | 0.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $284 | 545 | 0.3% |
| Spdr SER TR(RWR) | DJ REIT ETF | 78464A607 | $290 | 2,446 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $296 | 693 | 0.4% |
| Ishares TR(IYW) | U.S. TECH ETF | 464287721 | $297 | 3,269 | 0.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $320 | 5,388 | 0.4% |
| Ford MTR Co del(F) | COM | 345370860 | $332 | 21,972 | 0.4% |
| Webster Finl Corp(WBS) | COM | 947890109 | $368 | 7,352 | 0.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $380 | 3,555 | 0.5% |
| PVH Corporation(PVH) | COM | 693656100 | $381 | 5,067 | 0.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $392 | 1,521 | 0.5% |
| Ishares TR(QUAL) | MSCI USA QLT FCT | 46432F339 | $416 | 3,280 | 0.5% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $422 | 9,425 | 0.5% |
| Ishares TR(VLUE) | MSCI USA VALUE | 46432F388 | $434 | 4,257 | 0.5% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $443 | 6,393 | 0.5% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $453 | 6,442 | 0.5% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $530 | 4,178 | 0.6% |
| Ishares U S ETF TR(IETC) | TECHNOLOGY | 46431W648 | $537 | 11,005 | 0.6% |
| J P Morgan Exchange-Traded F(JMST) | ULTRA SHT MUNCPL | 46641Q654 | $555 | 11,000 | 0.7% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $562 | 5,749 | 0.7% |
| Dimensional ETF Trust(DFIV) | INTERNATNAL VAL | 25434V807 | $611 | 18,790 | 0.7% |
| Ishares TR(FALN) | FALN ANGLS USD | 46435G474 | $662 | 24,918 | 0.8% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $689 | 8,093 | 0.8% |
| First TR Exchange-Traded FD(FCTR) | LUNT US FACTOR | 33733E872 | $796 | 26,328 | 1.0% |
| Wisdomtree TR(XSOE) | EM EX ST-OWNED | 97717X578 | $818 | 26,931 | 1.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $819 | 2,987 | 1.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $907 | 18,694 | 1.1% |
| Spdr Index SHS FDS(DWX) | S&P INTL ETF | 78463X772 | $954 | 25,000 | 1.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $979 | 4,570 | 1.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.0K | 6,913 | 1.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.0K | 3,980 | 1.2% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $1.0K | 19,878 | 1.2% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $1.1K | 22,733 | 1.3% |