CIK: 0001801881
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 7.66% | -7.66% | EXIT | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.23% | -6.23% | EXIT | |
| 3 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 5.95% | -5.95% | EXIT | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 4.38% | -4.38% | EXIT | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.88% | -3.88% | EXIT | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.83% | -3.83% | EXIT | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.45% | -3.45% | EXIT | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 3.27% | -3.27% | EXIT | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.47% | -2.47% | EXIT | |
| 10 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.19% | -2.19% | EXIT | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.91% | -1.91% | EXIT | |
| 12 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.70% | -1.70% | EXIT | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.67% | -1.67% | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -1.60% | EXIT | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.46% | -1.46% | EXIT | |
| 16 | SMB | Vaneck Short Muni ETF | ETF-Other | 1.43% | -1.43% | EXIT | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.40% | -1.40% | EXIT | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | -1.27% | EXIT | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | -1.21% | EXIT | |
| 20 | AAPL | Apple INC | Stock-Tech | 1.20% | -1.20% | EXIT | |
| 21 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.17% | -1.17% | EXIT | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.10% | -1.10% | EXIT | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -1.04% | EXIT | |
| 24 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 1.00% | -1.00% | EXIT | |
| 25 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.92% | -0.92% | EXIT | |
| 26 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.91% | -0.91% | EXIT | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.90% | -0.90% | EXIT | |
| 28 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.86% | -0.86% | EXIT | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.85% | -0.85% | EXIT | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.82% | EXIT | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.81% | EXIT | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.78% | EXIT | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.77% | EXIT | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.77% | EXIT | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.74% | -0.74% | EXIT | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | -0.72% | EXIT | |
| 37 | ADBE | Adobe INC | Stock-Tech | 0.65% | -0.65% | EXIT | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.64% | EXIT | |
| 39 | WM | Waste Management INC | Stock-Industrials | 0.63% | -0.63% | EXIT | |
| 40 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.60% | -0.60% | EXIT | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.59% | EXIT | |
| 42 | SPGI | S&p Global INC | Stock-Financials | 0.58% | -0.58% | EXIT | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.56% | EXIT | |
| 44 | INTU | Intuit INC | Stock-Tech | 0.56% | -0.56% | EXIT | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | -0.55% | EXIT | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.54% | EXIT | |
| 47 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.54% | -0.54% | EXIT | |
| 48 | HD | Home Depot INC | Stock-Consumer Disc | 0.53% | -0.53% | EXIT | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.52% | -0.52% | EXIT | |
| 50 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.51% | -0.51% | EXIT |