Filling information for Sandbox Financial Partners, LLC as Treemap, investor disclosed 95 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 316367 | 2126 | |
| 69374H881 | 69374H881 | PACER FDS TR | US CASH COWS 100 | 750222 | 15672 | |
| 756109104 | 756109104 | REALTY INCOME CORP | COM | 229952 | 3846 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 979802 | 2873 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 486017 | 1694 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 577476 | 3489 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 645946 | 1527 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 434352 | 2862 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 802705 | 1801 | |
| 46434V878 | 46434V878 | ISHARES TR | BLACKROCK ULTRA | 269512 | 5358 | |
| 800677106 | 800677106 | SANGAMO THERAPEUTICS INC | COM | 32283 | 24833 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 787055 | 21163 | |
| 464287515 | 464287515 | ISHARES TR | EXPANDED TECH | 298025 | 862 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 867240 | 2205 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 264127 | 1273 | |
| 097023105 | 097023105 | BOEING CO | COM | 1126697 | 5336 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 530506 | 7298 | |
| 46435U549 | 46435U549 | ISHARES TR | ESG AWR US AGRGT | 459124 | 9733 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 10135803 | 77752 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 232642 | 889 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 485611 | 1035 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 466970 | 1264 | |
| 723763108 | 723763108 | PIONEER MUNICIPAL HIGH INCOM | COM SHS | 160222 | 18783 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1167723 | 9653 | |
| 61774R403 | 61774R403 | MORGAN STANLEY ETF TRUST | CALVERT US MDCP | 388995 | 7648 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 365828 | 5721 | |
| 46641Q654 | 46641Q654 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 2389910 | 47185 | |
| 46137V613 | 46137V613 | INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 401166 | 2451 | |
| 01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 347153 | 4165 | |
| 780259305 | 780259305 | SHELL PLC | SPON ADS | 244092 | 4043 | |
| 025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 210500 | 2500 | |
| 69404D108 | 69404D108 | PACIFIC BIOSCIENCES CALIF IN | COM | 319200 | 24000 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 463013 | 1491 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 16437733 | 58092 | |
| 833445109 | 833445109 | SNOWFLAKE INC | CL A | 6735611 | 38275 | |
| 46436E619 | 46436E619 | ISHARES TR | ESG ADV TTL USD | 538589 | 12649 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 275662 | 2389 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 408235 | 1853 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 305144 | 3400 | |
| 37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 200003 | 6363 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 1071566 | 10040 | |
| 46132C107 | 46132C107 | INVESCO MUN OPPORTUNITY TR | COM | 184930 | 19549 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 203420 | 416 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 10786610 | 215130 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 371269 | 1349 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 4319976 | 9745 | |
| 46435G532 | 46435G532 | ISHARES TR | MSCI GBL SUS DEV | 248662 | 3146 | |
| 46583P102 | 46583P102 | IVERIC BIO INC | COM | 255710 | 6500 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 230794 | 3105 | |
| 464288257 | 464288257 | ISHARES TR | MSCI ACWI ETF | 3032998 | 31613 | |
| 87911L108 | 87911L108 | TEKLA WORLD HEALTHCARE FD | BEN INT SHS | 148435 | 10587 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 667929 | 4958 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 989492 | 14039 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 2871230 | 26771 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 661625 | 2217 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 263802 | 3633 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 2148417 | 11472 | |
| 02156U101 | 02156U101 | ATERIAN INC | COM | 9200 | 20000 | |
| 055622104 | 055622104 | BP PLC | SPONSORED ADR | 282675 | 8010 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 8713549 | 157483 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1802177 | 15056 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 7627604 | 53678 | |
| 61774R601 | 61774R601 | MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | 471000 | 9424 | |
| 46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 6086896 | 118123 | |
| 92189H607 | 92189H607 | VANECK ETF TRUST | OIL SERVICES ETF | 830590 | 2888 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 7656875 | 29283 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 11520502 | 33830 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 369477 | 686 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 556468 | 1158 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 501784 | 2495 | |
| 61774R205 | 61774R205 | MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 2341981 | 42183 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 410237 | 3868 | |
| 81762P102 | 81762P102 | SERVICENOW INC | COM | 318831 | 567 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 783182 | 903 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 373234 | 2015 | |
| 67092P607 | 67092P607 | NUSHARES ETF TR | NUVEEN ESG SMLCP | 752801 | 20351 | |
| 67092P300 | 67092P300 | NUSHARES ETF TR | NUVEEN ESG LRGVL | 1088107 | 31403 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 348231 | 6168 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 1225293 | 13179 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 483301 | 2780 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1318691 | 8381 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 809316 | 1987 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 813308 | 5592 | |
| 88262P102 | 88262P102 | TEXAS PACIFIC LAND CORPORATI | COM | 705320 | 536 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 361617 | 785 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 1612027 | 21725 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1168069 | 8729 | |
| 67092P870 | 67092P870 | NUSHARES ETF TR | NUVEEN ESG US | 588585 | 26772 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 7593239 | 46748 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 969671 | 11946 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 637086 | 4257 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1562828 | 6581 | |
| 293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 261957 | 9941 | |
| 037833100 | 037833100 | APPLE INC | COM | 37562084 | 193649 | |
| 03236M200 | 03236M200 | AMYRIS INC | COM NEW | 18540 | 18000 |