Q4 2021 Holdings
Filed 2024-01-10 | 659 holdings | $211.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $5.1M | 100,316 | 2.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $7.1M | 166,898 | 3.4% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $7.3M | 87,258 | 3.5% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $7.3M | 42,770 | 3.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.9M | 32,546 | 5.2% |
| Apple Inc(AAPL) | COM | 037833100 | $11.2M | 63,299 | 5.3% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $11.4M | 101,465 | 5.4% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $13.9M | 30,279 | 6.6% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $23.4M | 226,361 | 11.1% |