Filling information for Fingerlakes Wealth Management, Inc. as Treemap, investor disclosed 87 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 959802109 | 959802109 | WESTERN UN CO | COM | 140529 | 12603 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 339116 | 3076 | |
| 922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 542661 | 2508 | |
| 46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 316431 | 2276 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 264293 | 3580 | |
| 921910840 | 921910840 | VANGUARD WORLD FD | MEGA CAP VAL ETF | 2651562 | 26248 | |
| 921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 1455738 | 20300 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 558496 | 14787 | |
| 97717W406 | 97717W406 | WISDOMTREE TR | US AI ENHANCED | 250282 | 2731 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1919357 | 6216 | |
| 337345102 | 337345102 | FIRST TR NASDAQ 100 TECH IND | SHS | 506621 | 3882 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 1181346 | 15326 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 384755 | 3725 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1224507 | 14746 | |
| 78463X194 | 78463X194 | SPDR INDEX SHS FDS | MSCI ACWI CLMTE | 411506 | 14566 | |
| 46435G243 | 46435G243 | ISHARES TR | ESG AWRE 1 5 YR | 310622 | 12910 | |
| 78463X418 | 78463X418 | SPDR INDEX SHS FDS | MSCI WRLD STRGIC | 1635427 | 16448 | |
| 67092P508 | 67092P508 | NUSHARES ETF TR | NUVEEN ESG MIDVL | 447329 | 15586 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 904606 | 18787 | |
| 464288521 | 464288521 | ISHARES TR | CRE U S REIT ETF | 473920 | 9403 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 469896 | 5858 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 2339668 | 7034 | |
| 46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 1939005 | 21437 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 990460 | 3356 | |
| 921910816 | 921910816 | VANGUARD WORLD FD | MEGA GRWTH IND | 3689411 | 18040 | |
| 67092P409 | 67092P409 | NUSHARES ETF TR | NUVEEN ESG MIDCP | 258497 | 6762 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 227828 | 5044 | |
| 46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 686216 | 13727 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 317154 | 4160 | |
| 922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 1507417 | 7735 | |
| 12541W209 | 12541W209 | C H ROBINSON WORLDWIDE INC | COM NEW | 389378 | 3918 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 421525 | 6046 | |
| 78464A847 | 78464A847 | SPDR SER TR | PORTFOLIO S&P400 | 1107458 | 25204 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 343780 | 2232 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 500857 | 3231 | |
| 46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 581644 | 17112 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 306231 | 5858 | |
| 46435G193 | 46435G193 | ISHARES TR | ESG AWRE USD ETF | 477967 | 20768 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 457226 | 4396 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 956846 | 2337 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 875961 | 5801 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 315020 | 6588 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 288703 | 2853 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 345494 | 1510 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 544786 | 1948 | |
| 46137V258 | 46137V258 | INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 398553 | 5251 | |
| 037833100 | 037833100 | APPLE INC | COM | 5954431 | 36109 | |
| 29444U700 | 29444U700 | EQUINIX INC | COM | 429764 | 596 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1295308 | 4493 | |
| 464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 1093336 | 14019 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 299107 | 4164 | |
| 78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 1791348 | 35521 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 577206 | 1221 | |
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 241539 | 4059 | |
| 816851109 | 816851109 | SEMPRA | COM | 434715 | 2876 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 572565 | 3020 | |
| 92206C813 | 92206C813 | VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 412413 | 5173 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 381725 | 5626 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1328303 | 14424 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1324890 | 3223 | |
| 126408103 | 126408103 | CSX CORP | COM | 1479853 | 49427 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 623805 | 5913 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 267325 | 1466 | |
| 78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 390275 | 5292 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 3044720 | 14918 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 757816 | 13689 | |
| 464288802 | 464288802 | ISHARES TR | MSCI USA ESG SLC | 1157991 | 13193 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 5428275 | 16914 | |
| 46641Q399 | 46641Q399 | J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 271157 | 3688 | |
| 316092808 | 316092808 | FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 1087151 | 9541 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 847859 | 6903 | |
| 921910725 | 921910725 | VANGUARD WORLD FD | ESG INTL STK ETF | 216452 | 4134 | |
| 233051150 | 233051150 | DBX ETF TR | XTRCKR MSCI US | 1052003 | 27996 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 260789 | 1754 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 1053094 | 16159 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 395797 | 1153 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 1804873 | 8557 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 547394 | 2194 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 318859 | 848 | |
| 72703X106 | 72703X106 | PLANET LABS PBC | COM CL A | 39300 | 10000 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 494626 | 4768 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 1579694 | 7900 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 249254 | 2343 | |
| 717081103 | 717081103 | PFIZER INC | COM | 222822 | 5461 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 377368 | 4145 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 3064489 | 7950 | |
| 78468R747 | 78468R747 | SPDR SER TR | SPDR MSCI USA GE | 428341 | 5167 |