MAJOR GURUS:
 David Einhorn
 Bill Ackman
 Bill Miller
 Steven Cohen
 Jim Simons
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INSTITUTION : CITIZENS FINANCIAL GROUP INC/RI |
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CITIZENS FINANCIAL GROUP INC/RI Buys/Sells In Portfolio (reported on 2021-02-11)
| Company |
Ticker |
Current
Holdings |
Previous
Holdings |
Sells/Buys |
% of change |
| CHUBB LIMITED (COM) | CB | 2,423 | 0 | |  New Buy | | METTLER TOLEDO INTERNATIONAL (CO | MTD | 252 | 0 | | New Buy | | LINDE PLC (COM) | | 35,735 | 0 | | New Buy | | MCKESSON CORP (COM) | MCK | 1,194 | 0 | | New Buy | | IHS MARKIT LTD (SHS) | | 4,563 | 0 | | New Buy | | COVANTA HLDG CORP (COM) | CVA | 20,139 | 0 | | New Buy | | CUMMINS INC (COM) | CMI | 2,683 | 0 | | New Buy | | REGIONS FINL CORP NEW (COM) | RF | 425,808 | 0 | | New Buy | | ALLSTATE CORP (COM) | ALL | 2,353 | 0 | | New Buy | | EVERSOURCE ENERGY (COM) | ES | 3,230 | 0 | | New Buy | | GOLDMAN SACHS GROUP INC (COM) | GS | 1,320 | 0 | | New Buy | | STANLEY BLACK & DECKER INC (COM) | SWK | 1,187 | 0 | | New Buy | | AON PLC (SHS CL A) | | 34,023 | 0 | | New Buy | | XYLEM INC (COM) | XYL | 5,967 | 0 | | New Buy | | ALPHABET INC (CAP STK CL A) | GOOGL | 13,109 | 0 | | New Buy | | VANGUARD BD INDEX FD INC (INTERM | BIV | 11,716 | 0 | | New Buy | | HP INC (COM) | HPQ | 10,739 | 0 | | New Buy | | AMERICAN WTR WKS CO INC NEW (COM | AWK | 6,213 | 0 | | New Buy | | FORD MTR CO DEL (COM PAR $0.01) | F | 853,406 | 0 | | New Buy | | REPLIGEN CORP (COM) | RGEN | 1,422 | 0 | | New Buy | | SIRIUS XM HLDGS INC (COM) | SIRI | 12,037 | 0 | | New Buy | | ANTHEM INC (COM) | ANTM | 942 | 0 | | New Buy | | HEWLETT PACKARD ENTERPRISE C (CO | HPE | 13,553 | 0 | | New Buy | | DARLING INGREDIENTS INC (COM) | DAR | 6,395 | 0 | | New Buy | | WATERS CORP (COM) | WAT | 1,073 | 0 | | New Buy | | VANECK VECTORS ETF TR (STEEL ETF | | 5,910 | 0 | | New Buy | | AUTODESK INC (COM) | ADSK | 38,453 | 0 | | New Buy | | PLUG POWER INC (COM NEW) | PLUG | 10,756 | 0 | | New Buy | | EBAY INC (COM) | EBAY | 5,102 | 0 | | New Buy | | ISHARES TR (MBS ETF) | MBB | 1,958 | 0 | | New Buy | | KELLOGG CO (COM) | K | 4,529 | 0 | | New Buy | | HUMANA INC (COM) | HUM | 796 | 0 | | New Buy | | SERVICENOW INC (COM) | NOW | 394 | 0 | | New Buy | | BLACKROCK INC (COM) | BLK | 1,104 | 0 | | New Buy | | STATE STR CORP (COM) | STT | 4,182 | 0 | | New Buy | | VERISK ANALYTICS INC (COM) | VRSK | 1,094 | 0 | | New Buy | | WEC ENERGY GROUP INC (COM) | | 4,625 | 0 | | New Buy | | BROADWIND ENERGY INC (COM NEW) | BWEN | 12,326 | 0 | | New Buy | | CBRE GROUP INC (CL A) | CBG | 3,190 | 0 | | New Buy | | OMNICOM GROUP INC (COM) | OMC | 6,492 | 0 | | New Buy | | ORMAT TECHNOLOGIES INC (COM) | ORA | 3,762 | 0 | | New Buy | | DOVER CORP (COM) | DOV | 1,750 | 0 | | New Buy | | TESLA MTRS INC (COM) | TSLA | 1,295 | 0 | | New Buy | | CHARTER COMMUNICATIONS INC N (CL | CHTR | 590 | 0 | | New Buy | | UNDER ARMOUR INC (CL C) | | 10,494 | 0 | | New Buy | | LAUDER ESTEE COS INC (CL A) | EL | 848 | 0 | | New Buy | | VANECK VECTORS ETF TR (AGRIBUSIN | | 8,080 | 0 | | New Buy | | T MOBILE US INC (COM) | TMUS | 1,807 | 0 | | New Buy | | VANGUARD INDEX FDS (VALUE ETF) | VTV | 123,617 | 0 | | New Buy | | ISHARES TR (CORE S&P SCP | IJR | 27,753 | 0 | | New Buy | | COGNIZANT TECHNOLOGY SOLUTIO (CL | CTSH | 2,778 | 0 | | New Buy | | IDEXX LABS INC (COM) | IDXX | 563 | 0 | | New Buy | | INTERPUBLIC GROUP COS INC (COM) | IPG | 13,297 | 0 | | New Buy | | CITRIX SYS INC (COM) | CTXS | 2,139 | 0 | | New Buy | | ISHARES TR (CORE MSCI INTL) | | 66,213 | 3,579 | | 1750.04% | | JP MORGAN EXCHANGE TRADED FD (UL | | 90,881 | 7,991 | | 1037.29% | | L3HARRIS TECHNOLOGIES INC (COM) | | 40,399 | 4,975 | | 712.04% | | INVESCO DB COMMDY INDX TRCK (UNI | | 15,082 | 2,081 | | 624.74% | | BROOKFIELD RENEWABLE CORP (CL A | | 4,446 | 625 | | 611.36% | | ISHARES TR (S&P MC 400GR | IJK | 6,794 | 1,591 | | 327.02% | | BERKSHIRE HATHAWAY INC DEL (CL B | BRK/B | 8,192 | 1,928 | | 324.89% | | ISHARES TR (S&P 500 GRWT | IVW | 74,343 | 18,310 | | 306.02% | | ISHARES TR (S&P 500 GRWT | IVW | 147,900 | 37,038 | | 299.31% | | NEXTERA ENERGY INC (COM) | NEE | 256,258 | 67,022 | | 282.34% | | JPMORGAN CHASE & CO (COM) | JPM | 164,312 | 65,961 | | 149.10% | | ISHARES TR (SP SMCP600GR ETF) | IJT | 4,545 | 1,854 | | 145.14% | | VANGUARD INDEX FDS (TOTAL STK MK | VTI | 3,017 | 1,274 | | 136.81% | | GENERAL ELECTRIC CO (COM) | GE | 159,326 | 77,953 | | 104.38% | | TRAVELERS COMPANIES INC (COM) | TRV | 4,072 | 1,998 | | 103.80% | | ISHARES TR (S&P MC 400VL | IJJ | 6,033 | 3,006 | | 100.69% | | ISHARES TR (SP SMCP600VL ETF) | IJS | 5,299 | 2,650 | | 99.96% | | SALESFORCE COM INC (COM) | CRM | 2,167 | 1,109 | | 95.40% | | QUALCOMM INC (COM) | QCOM | 4,520 | 2,388 | | 89.27% | | SPDR SERIES TRUST (S&P D | SDY | 4,405 | 2,378 | | 85.23% | | CVS HEALTH CORP (COM) | CVS | 212,635 | 141,073 | | 50.72% | | D R HORTON INC (COM) | DHI | 143,228 | 95,901 | | 49.34% | | SPDR GOLD TRUST (GOLD SHS) | GLD | 4,697 | 3,243 | | 44.83% | | US BANCORP DEL (COM NEW) | USB | 20,090 | 14,173 | | 41.74% | | EMERSON ELEC CO (COM) | EMR | 15,019 | 10,869 | | 38.18% | | INTUIT (COM) | INTU | 2,615 | 1,934 | | 35.21% | | MONDELEZ INTL INC (CL A) | MDLZ | 15,063 | 11,808 | | 27.56% | | INVESCO QQQ TR (UNIT SER 1) | | 984 | 776 | | 26.80% | | INTERNATIONAL BUSINESS MACHS (CO | IBM | 13,446 | 10,699 | | 25.67% | | SHERWIN WILLIAMS CO (COM) | SHW | 1,642 | 1,314 | | 24.96% | | ILLINOIS TOOL WKS INC (COM) | ITW | 12,853 | 10,740 | | 19.67% | | VANGUARD TAX MANAGED INTL FD (FT | VEA | 16,558 | 14,101 | | 17.42% | | STARBUCKS CORP (COM) | SBUX | 16,384 | 13,966 | | 17.31% | | MASTERCARD INC (CL A) | MA | 5,961 | 5,170 | | 15.29% | | ACTIVISION BLIZZARD INC (COM) | ATVI | 3,190 | 2,781 | | 14.70% | | CIGNA CORP NEW (COM) | | 10,365 | 9,115 | | 13.71% | | GENERAL MLS INC (COM) | GIS | 10,070 | 8,915 | | 12.95% | | SELECT SECTOR SPDR TR (SBI INT-E | XLE | 18,260 | 16,313 | | 11.93% | | VANGUARD INDEX FDS (S&P | VOO | 98,761 | 88,467 | | 11.63% | | VANGUARD INDEX FDS (REIT ETF) | VNQ | 100,648 | 90,935 | | 10.68% | | ISHARES TR (CORE S&P MCP | IJH | 79,398 | 71,945 | | 10.35% | | VANGUARD SCOTTSDALE FDS (MORTG-B | VMBS | 4,674 | 4,246 | | 10.08% | | COLGATE PALMOLIVE CO (COM) | CL | 32,917 | 29,923 | | 10.00% | | PUTNAM PREMIER INCOME TR (SH BEN | PPT | 51,213 | 47,713 | | 7.33% | | VANGUARD INDEX FDS (GROWTH ETF) | VUG | 9,640 | 9,114 | | 5.77% | | ALTRIA GROUP INC (COM) | MO | 11,370 | 10,754 | | 5.72% | | VANGUARD INDEX FDS (REIT ETF) | VNQ | 89,302 | 84,580 | | 5.58% | | TJX COS INC NEW (COM) | TJX | 31,734 | 30,343 | | 4.58% | | ACCENTURE PLC IRELAND (SHS CLASS | ACN | 46,654 | 44,620 | | 4.55% | | ISHARES TR (CORE US AGGBD ET) | AGG | 9,161 | 8,786 | | 4.26% | | ISHARES TR (CORE MSCI EAFE) | IEFA | 527,354 | 506,570 | | 4.10% | | VANGUARD INTL EQUITY INDEX F (FT | VWO | 35,728 | 34,410 | | 3.83% | | ISHARES TR (IBOXX HI YD ETF) | HYG | 6,836 | 6,637 | | 2.99% | | MCDONALDS CORP (COM) | MCD | 18,219 | 17,691 | | 2.98% | | EXXON MOBIL CORP (COM) | XOM | 83,151 | 80,844 | | 2.85% | | VANGUARD SPECIALIZED PORTFOL (DI | VIG | 12,571 | 12,239 | | 2.71% | | ISHARES TR (MSCI EMG MKT ETF) | EEM | 162,122 | 157,948 | | 2.64% | | MOTOROLA SOLUTIONS INC (COM NEW) | MSI | 33,628 | 32,788 | | 2.56% | | COCA COLA CO (COM) | KO | 66,330 | 64,698 | | 2.52% | | PNC FINL SVCS GROUP INC (COM) | PNC | 63,114 | 61,580 | | 2.49% | | VANGUARD INDEX FDS (SMALL CP ETF | VB | 45,158 | 44,104 | | 2.38% | | ISHARES TR (MSCI EAFE ETF) | EFA | 82,996 | 81,193 | | 2.22% | | ISHARES INC (CORE MSCI EMKT) | IEMG | 573,830 | 563,175 | | 1.89% | | ISHARES TR (RUSSELL 2000 ETF) | IWM | 137,320 | 135,174 | | 1.58% | | HERSHEY CO (COM) | HSY | 56,686 | 55,879 | | 1.44% | | DBX ETF TR (XTRAK MSCI EAFE) | DBEF | 27,299 | 26,988 | | 1.15% | | ISHARES TR (USA MIN VOL ETF) | USMV | 105,152 | 103,960 | | 1.14% | | ELECTRONIC ARTS INC (COM) | ERTS | 65,425 | 64,712 | | 1.10% | | CITIZENS FINL GROUP INC (COM) | CFG | 64,902 | 64,325 | | 0.89% | | BANK AMER CORP (COM) | BAC | 413,268 | 410,109 | | 0.77% | | ISHARES TR (CORE S&P500 | IVV | 90,854 | 90,183 | | 0.74% | | AMERICAN EXPRESS CO (COM) | AXP | 73,159 | 72,701 | | 0.62% | | VANGUARD INDEX FDS (MCAP VL IDXV | VOE | 3,680 | 3,657 | | 0.62% | | PEPSICO INC (COM) | PEP | 101,529 | 100,939 | | 0.58% | | ISHARES TR (SELECT DIVID ETF) | DVY | 28,324 | 28,191 | | 0.47% | | SSGA ACTIVE ETF TR (SPDR TR TACT | TOTL | 9,586 | 9,546 | | 0.41% | | SELECT SECTOR SPDR TR (SBI HEALT | XLV | 1,976 | 1,968 | | 0.40% | | FACEBOOK INC (CL A) | FB | 89,812 | 89,463 | | 0.39% | | SPDR SERIES TRUST (S&P M | XME | 12,813 | 12,781 | | 0.25% | | SPDR SERIES TRUST (S&P 5 | ELG | 43,997 | 43,892 | | 0.23% | | ISHARES (EM MK MINVOL ETF) | EEMV | 16,635 | 16,600 | | 0.21% | | SELECT SECTOR SPDR TR (TECHNOLOG | XLK | 3,381 | 3,374 | | 0.20% | | INVESCO ACTIVELY MANAGD ETF (TOT | | 24,640 | 24,602 | | 0.15% | | VANGUARD INDEX FDS (MCAP GR IDXV | VOT | 1,999 | 1,996 | | 0.15% | | INVESCO EXCHANGE TRADED FD T (DI | | 26,562 | 26,524 | | 0.14% | | MICROSOFT CORP (COM) | MSFT | 311,369 | 311,327 | | 0.01% | | ECOLAB INC (COM) | ECL | 8,217 | 8,225 | |  0.09% | | AIR PRODS & CHEMS INC (COM) | APD | 2,800 | 2,803 | | 0.10% | | GILEAD SCIENCES INC (COM) | GILD | 16,875 | 16,895 | | 0.11% | | MARRIOTT INTL INC NEW (CL A) | MAR | 4,009 | 4,014 | | 0.12% | | NORTHROP GRUMMAN CORP (COM) | NOC | 2,803 | 2,808 | | 0.17% | | NVIDIA CORP (COM) | NVDA | 25,254 | 25,304 | | 0.19% | | SCHWAB STRATEGIC TR (US MID-CAP | SCHM | 18,129 | 18,175 | | 0.25% | | AMERICAN ELEC PWR INC (COM) | AEP | 2,578 | 2,586 | | 0.30% | | CAPITAL ONE FINL CORP (COM) | COF | 3,508 | 3,522 | | 0.39% | | CDK GLOBAL INC (COM) | CDK | 7,213 | 7,246 | | 0.45% | | S&P GLOBAL INC (COM) | SPGI | 11,543 | 11,602 | | 0.50% | | VANGUARD INDEX FDS (LARGE CAP ET | VV | 28,644 | 28,801 | | 0.54% | | VULCAN MATLS CO (COM) | VMC | 42,462 | 42,699 | | 0.55% | | NORFOLK SOUTHERN CORP (COM) | NSC | 4,723 | 4,752 | | 0.61% | | DIGITAL RLTY TR INC (COM) | DLR | 49,237 | 49,549 | | 0.62% | | SPDR S&P MIDCAP 400 ETF TR (UTSE | MDY | 80,169 | 80,689 | | 0.64% | | ISHARES TR (CORE S&P500 | IVV | 127,540 | 128,432 | | 0.69% | | DOMINION RES INC VA NEW (COM) | D | 87,133 | 87,776 | | 0.73% | | FEDEX CORP (COM) | FDX | 1,547 | 1,559 | | 0.76% | | NIKE INC (CL B) | NKE | 164,845 | 166,135 | | 0.77% | | ALIGN TECHNOLOGY INC (COM) | ALGN | 3,771 | 3,801 | | 0.78% | | SCHWAB STRATEGIC TR (US SML CAP | SCHA | 14,333 | 14,463 | | 0.89% | | PAYPAL HLDGS INC (COM) | PYPL | 66,100 | 66,713 | | 0.91% | | SCHEIN HENRY INC (COM) | HSIC | 6,854 | 6,922 | | 0.98% | | ZOETIS INC (CL A) | ZTS | 60,171 | 60,813 | | 1.05% | | SYSCO CORP (COM) | SYY | 9,113 | 9,211 | | 1.06% | | CLOROX CO DEL (COM) | CLX | 4,587 | 4,637 | | 1.07% | | ISHARES TR (RUSSELL 2000 ETF) | IWM | 24,500 | 24,770 | | 1.09% | | PROGRESSIVE CORP OHIO (COM) | PGR | 120,980 | 122,326 | | 1.10% | | SPDR INDEX SHS FDS (MSCI ACWI EX | CWI | 73,493 | 74,341 | | 1.14% | | VANGUARD INTL EQUITY INDEX F (AL | VEU | 143,724 | 145,412 | | 1.16% | | HCA HOLDINGS INC (COM) | HCA | 54,675 | 55,336 | | 1.19% | | VANGUARD INDEX FDS (SM CP VAL ET | VBR | 2,315 | 2,343 | | 1.19% | | ISHARES TR (JP MOR EM MK ETF) | EMB | 13,560 | 13,725 | | 1.20% | | ISHARES TR (MSCI EAFE ETF) | EFA | 497,870 | 504,102 | | 1.23% | | AMERICAN TOWER CORP NEW (COM) | AMT | 30,132 | 30,528 | | 1.29% | | AMGEN INC (COM) | AMGN | 60,043 | 60,866 | | 1.35% | | THERMO FISHER SCIENTIFIC INC (CO | TMO | 52,550 | 53,299 | | 1.40% | | APPLE INC (COM) | AAPL | 685,924 | 695,933 | | 1.43% | | TYSON FOODS INC (CL A) | TSN | 78,266 | 79,411 | | 1.44% | | AFLAC INC (COM) | AFL | 8,266 | 8,394 | | 1.52% | | VANGUARD INTL EQUITY INDEX F (FT | VWO | 20,216 | 20,531 | | 1.53% | | DOLLAR GEN CORP NEW (COM) | DG | 56,302 | 57,198 | | 1.56% | | SSGA ACTIVE ETF TR (MULT ASS RLR | RLY | 43,849 | 44,585 | | 1.65% | | STRYKER CORP (COM) | SYK | 38,521 | 39,179 | | 1.67% | | ISHARES TR (S&P 500 VAL | IVE | 32,944 | 33,517 | | 1.70% | | EDWARDS LIFESCIENCES CORP (COM) | EW | 132,473 | 134,858 | | 1.76% | | DUKE ENERGY CORP NEW (COM NEW) | DUK | 22,715 | 23,127 | | 1.78% | | DANAHER CORP DEL (COM) | DHR | 20,016 | 20,389 | | 1.82% | | CINTAS CORP (COM) | CTAS | 32,846 | 33,459 | | 1.83% | | ISHARES TR (CORE S&P MCP | IJH | 209,608 | 213,766 | | 1.94% | | HOME DEPOT INC (COM) | HD | 57,880 | 59,029 | | 1.94% | | NITED PARCEL SERVICE INC (CL B) | UPS | 73,223 | 74,707 | | 1.98% | | SPDR S&P 500 ETF TR (TR UNIT) | SPY | 134,784 | 137,554 | | 2.01% | | ISHARES TR (CORE MSCI EAFE) | IEFA | 421,305 | 430,051 | | 2.03% | | FISERV INC (COM) | FISV | 38,618 | 39,444 | | 2.09% | | TARGET CORP (COM) | TGT | 68,111 | 69,573 | | 2.10% | | AMAZON COM INC (COM) | AMZN | 10,802 | 11,036 | | 2.12% | | VANGUARD INTL EQUITY INDEX F (AL | VEU | 22,050 | 22,556 | | 2.24% | | MERCK & CO INC NEW (COM) | MRK | 27,070 | 27,697 | | 2.26% | | BIOGEN INC (COM) | BIIB | 29,804 | 30,499 | | 2.27% | | AUTOMATIC DATA PROCESSING IN (CO | ADP | 20,284 | 20,769 | | 2.33% | | KIMBERLY CLARK CORP (COM) | KMB | 45,056 | 46,313 | | 2.71% | | ORACLE CORP (COM) | ORCL | 223,329 | 229,597 | | 2.73% | | VERIZON COMMUNICATIONS INC (COM) | VZ | 251,299 | 258,355 | | 2.73% | | ISHARES TR (RUS MID-CAP ETF) | IWR | 48,545 | 49,921 | | 2.75% | | TEXAS INSTRS INC (COM) | TXN | 101,653 | 104,613 | | 2.82% | | SCHWAB CHARLES CORP NEW (COM) | SCHW | 172,674 | 177,758 | | 2.86% | | VANGUARD SCOTTSDALE FDS (SHRT TR | VCSH | 55,110 | 56,788 | | 2.95% | | WASTE MGMT INC DEL (COM) | WMI | 74,781 | 77,223 | | 3.16% | | VANGUARD SCOTTSDALE FDS (MORTG-B | VMBS | 154,920 | 159,980 | | 3.16% | | VANGUARD INDEX FDS (SML CP GRW E | VBK | 1,057 | 1,093 | | 3.29% | | HONEYWELL INTL INC (COM) | HON | 78,635 | 81,317 | | 3.29% | | WAL-MART STORES INC (COM) | WMT | 97,291 | 100,639 | | 3.32% | | LOCKHEED MARTIN CORP (COM) | LMT | 633 | 655 | | 3.35% | | MEDTRONIC PLC (SHS) | MDT | 4,570 | 4,729 | | 3.36% | | ISHARES TR (EAFE GRWTH ETF) | EFG | 4,921 | 5,093 | | 3.37% | | COSTCO WHSL CORP NEW (COM) | COST | 30,532 | 31,645 | | 3.51% | | COMCAST CORP NEW (CL A) | CMCSA | 202,176 | 209,949 | | 3.70% | | BRISTOL MYERS SQUIBB CO (COM) | BMY | 30,957 | 32,218 | | 3.91% | | APPLIED MATLS INC (COM) | AMAT | 135,443 | 141,103 | | 4.01% | | LILLY ELI & CO (COM) | LLY | 63,826 | 66,678 | | 4.27% | | ISHARES TR (CORE US TR BD) | GOVT | 320,112 | 334,528 | | 4.30% | | PFIZER INC (COM) | PFE | 67,780 | 70,984 | | 4.51% | | UNION PAC CORP (COM) | UNP | 48,472 | 50,820 | | 4.62% | | YUM BRANDS INC (COM) | YUM | 5,814 | 6,101 | | 4.70% | | CISCO SYS INC (COM) | CSCO | 218,318 | 229,372 | | 4.81% | | VANGUARD INDEX FDS (S&P | VOO | 105,339 | 110,690 | | 4.83% | | ISHARES TR (RUS 1000 VAL ETF) | IWD | 1,826 | 1,929 | | 5.33% | | DISNEY WALT CO (COM DISNEY) | DIS | 23,812 | 25,220 | | 5.58% | | SPDR SERIES TRUST (DJ REIT ETF) | RWR | 6,429 | 6,831 | | 5.88% | | CHURCH & DWIGHT INC (COM) | CHD | 2,870 | 3,055 | | 6.05% | | PROCTER & GAMBLE CO (COM) | PG | 32,394 | 34,589 | | 6.34% | | ISHARES TR (EAFE SML CP ETF) | SCZ | 22,388 | 23,924 | | 6.42% | | ALPHABET INC (CAP STK CL C) | GOOG | 9,142 | 9,771 | | 6.43% | | ANALOG DEVICES INC (COM) | ADI | 1,903 | 2,037 | | 6.57% | | CATERPILLAR INC DEL (COM) | CAT | 5,710 | 6,155 | | 7.22% | | ABBOTT LABS (COM) | ABT | 22,043 | 23,773 | | 7.27% | | SELECT SECTOR SPDR TR (SBI MATER | XLB | 20,829 | 22,880 | | 8.96% | | ISHARES TR (1-3 YR TR BD ETF) | SHY | 15,478 | 17,101 | | 9.49% | | WISDOMTREE TR (MIDCAP DIVI FD) | DON | 16,255 | 18,012 | | 9.75% | | BECTON DICKINSON & CO (COM) | BDX | 1,133 | 1,256 | | 9.79% | | BOEING CO (COM) | BA | 18,150 | 20,214 | | 10.21% | | GENERAL DYNAMICS CORP (COM) | GD | 3,393 | 3,783 | | 10.30% | | ISHARES TR (RUS 1000 GRW ETF) | IWF | 2,894 | 3,240 | | 10.67% | | ISHARES TR (USA MIN VOL ETF) | USMV | 57,114 | 63,959 | | 10.70% | | 3M CO (COM) | MMM | 15,561 | 17,488 | | 11.01% | | CONOCOPHILLIPS (COM) | COP | 59,281 | 66,651 | | 11.05% | | ISHARES TR (CORE US TR BD) | GOVT | 14,089 | 15,885 | | 11.30% | | ABBVIE INC (COM) | ABBV | 15,666 | 17,717 | | 11.57% | | ISHARES TR (IBOXX INV CP ETF) | LQD | 2,196 | 2,496 | | 12.01% | | SOUTHERN CO (COM) | SO | 11,960 | 13,597 | | 12.03% | | VISA INC (COM CL A) | V | 99,555 | 113,880 | | 12.57% | | ISHARES TR (IBOXX INV CP ETF) | LQD | 19,192 | 22,097 | | 13.14% | | ISHARES TR (7-10 Y TR BD ETF) | IEF | 10,670 | 12,445 | | 14.26% | | AMERIPRISE FINL INC (COM) | AMP | 1,794 | 2,124 | | 15.53% | | AT&T INC (COM) | T | 133,311 | 158,162 | | 15.71% | | CHEVRON CORP NEW (COM) | CVX | 20,692 | 24,811 | | 16.60% | | LOWES COS INC (COM) | LOW | 11,693 | 14,404 | | 18.82% | | BOSTON SCIENTIFIC CORP (COM) | BSX | 7,166 | 8,946 | | 19.89% | | ADOBE SYS INC (COM) | ADBE | 30,390 | 38,954 | | 21.98% | | CSX CORP (COM) | CSX | 5,875 | 7,873 | | 25.37% | | MORGAN STANLEY (COM NEW) | MS | 3,024 | 4,255 | | 28.93% | | DOMINOS PIZZA INC (COM) | DPZ | 731 | 1,041 | | 29.77% | | PHILIP MORRIS INTL INC (COM) | PM | 7,869 | 11,999 | | 34.41% | | SPDR SERIES TRUST (S&P 5 | ELV | 7,983 | 12,253 | | 34.84% | | UNITEDHEALTH GROUP INC (COM) | UNH | 43,304 | 66,740 | | 35.11% | | WELLS FARGO & CO NEW (COM) | WFC | 12,061 | 18,904 | | 36.19% | | RAYTHEON TECHNOLOGIES CORP (COM) | | 19,999 | 34,992 | | 42.84% | | JOHNSON & JOHNSON (COM) | JNJ | 75,549 | 141,634 | | 46.65% | | HOWMET AEROSPACE INC (COM) | | 9,509 | 19,017 | | 49.99% | | ISHARES GOLD TRUST (ISHARES) | IAU | 15,025 | 32,718 | | 54.07% | | CITIGROUP INC (COM NEW) | C | 62,789 | 156,515 | | 59.88% | | ISHARES TR (ESG MSCI USA SML) | | 9,431 | 23,760 | | 60.30% | | NETFLIX INC (COM) | NFLX | 408 | 1,058 | | 61.43% | | MARSH & MCLENNAN COS INC (COM) | MMC | 27,148 | 89,824 | | 69.77% | | ISHARES TR (ESG MSCI USA ETF) | | 2,446 | 9,166 | | 73.31% | | INTEL CORP (COM) | INTC | 43,856 | 164,358 | | 73.31% | | ISHARES INC (ESG MSCI EM ETF) | | 22,273 | 89,428 | | 75.09% | | UBER TECHNOLOGIES INC (COM) | | 4,830 | 36,625 | | 86.81% | | ISHARES TR (CORE S&P SCP | IJR | 3,465 | 29,199 | | 88.13% | | ISHARES TR (ESG AWR US AGRGT) | | 3,749 | 40,600 | | 90.76% | | ALPHABET INC (CAP STK CL A) | GOOGL | 1,266 | 14,174 | | 91.06% | | ISHARES TR (AGENCY BOND ETF) | | 1,892 | 21,862 | | 91.34% | | VANGUARD INDEX FDS (VALUE ETF) | VTV | 7,315 | 113,826 | | 93.57% | | ISHARES TR (ESG MSCI EAFE) | | 4,009 | 135,005 | | 97.03% | | ISHARES TR (INTL SEL DIV ETF) | IDV | 0 | 13,080 | | Sold Out | | SELECT SECTOR SPDR TR (SBI INT-U | XLU | 0 | 4,070 | | Sold Out | | MONSTER BEVERAGE CORP NEW (COM) | MNST | 0 | 3,122 | | Sold Out | | BERKSHIRE HATHAWAY INC DEL (CL B | BRK/B | 0 | 7,048 | | Sold Out | | BERKSHIRE HATHAWAY INC DEL (CL A | BRK.A | 0 | 1 | | Sold Out | | APTARGROUP INC (COM) | ATR | 0 | 4,996 | | Sold Out |
* Portfolios do not reflect changes after reporting
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