Q1 2025 Holdings
Filed 2025-05-09 | 163 holdings | $149.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $9.6K | 155 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $10.5K | 51 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $11.5K | 116 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $11.9K | 84 | 0.0% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $12.0K | 779 | 0.0% |
| Nucor Corp(NUE) | COM | 670346105 | $12.2K | 101 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $12.2K | 616 | 0.0% |
| Conagra Brands Inc(CAG) | COM | 205887102 | $13.3K | 500 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $14.7K | 160 | 0.0% |
| DOW Inc(DOW) | COM | 260557103 | $14.9K | 427 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $15.0K | 200 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $15.9K | 100 | 0.0% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $17.4K | 689 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $17.7K | 640 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $21.9K | 405 | 0.0% |
| Teradata Corp del(TDC) | COM | 88076W103 | $22.5K | 1,000 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $22.7K | 500 | 0.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $23.6K | 25 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $23.9K | 36 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $26.4K | 200 | 0.0% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $26.6K | 325 | 0.0% |
| Corteva Inc(CTVA) | COM | 22052L104 | $26.9K | 427 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $27.7K | 1,220 | 0.0% |
| American Centy ETF TR(AVNM) | AVANTIS ALL INT | 025072174 | $28.2K | 483 | 0.0% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $28.4K | 93 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $28.7K | 205 | 0.0% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $28.8K | 248 | 0.0% |
| Columbia BKG SYS Inc(COLB) | COM | 197236102 | $29.7K | 1,191 | 0.0% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $31.5K | 322 | 0.0% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $31.9K | 427 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $32.3K | 530 | 0.0% |
| Avista Corp(AVA) | COM | 05379B107 | $33.5K | 800 | 0.0% |
| American Centy ETF TR(AVUV) | US SML CP VALU | 025072877 | $34.9K | 400 | 0.0% |
| State STR Corp(STT) | COM | 857477103 | $35.8K | 400 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $37.1K | 191 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $40.6K | 245 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $42.2K | 288 | 0.0% |
| Ford MTR Co(F) | COM | 345370860 | $42.6K | 4,250 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $45.3K | 668 | 0.0% |
| Rivian Automotive Inc(RIVN) | COM CL A | 76954A103 | $45.4K | 3,644 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $46.0K | 150 | 0.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $51.8K | 247 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $53.8K | 200 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $54.6K | 900 | 0.0% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $55.3K | 500 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $56.6K | 2,000 | 0.0% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $60.5K | 144 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $66.3K | 500 | 0.0% |
| Netscout SYS Inc(NTCT) | COM | 64115T104 | $67.0K | 3,187 | 0.0% |
| Fidelity Wise Origin Bitcoin(FBTC) | SHS | 315948109 | $69.8K | 970 | 0.0% |