C-J Advisory, Inc 13F Holdings
CIK 02819479 · SAN JOSE, CA
As of Sep 30, 2021, C-J Advisory, Inc reported 34 positions worth
CIK 02819479 · SAN JOSE, CA
As of Sep 30, 2021, C-J Advisory, Inc reported 34 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FLEXSHARES TR | — | — | 205,348 | $34.7K | 18.35% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 80,346 | 6.1K | 8.55% |
| FLEXSHARES TR | — | — | 190,898 | 3.7K | 7.26% |
| ISHARES RUSSELL TOP 200 ETF | IWL | — | 130,101 | 3.4K | 7.10% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 113,323 | 3.0K | 6.89% |
| AUTODESK INC | ADSK | Technology | 36,876 | 0.5K | 5.57% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 121,992 | 0.0K | 5.29% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 128,918 | $9.6K | 5.07% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 99,109 | $8.2K | 4.37% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 61,487 | $5.9K | 3.12% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 71,751 | $5.6K | 2.98% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 77,864 | $4.8K | 2.55% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 44,669 | $4.8K | 2.54% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 16,553 | $4.8K | 2.54% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 46,771 | $4.2K | 2.22% |
| NUVEEN ESG SMALL-CAP ETF | NUSC | — | 93,758 | $4.1K | 2.16% |
| APPLE INC | AAPL | Technology | 26,668 | $3.8K | 2.00% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 15,408 | $3.4K | 1.78% |
| META PLATFORMS INC | META | Communication Services | 7,120 | $2.4K | 1.28% |
| SPDR S&P 500 ETF TRUST | SPY | — | 5,363 | $2.3K | 1.22% |
| NUSHARES ETF TR | NUBD | — | 86,804 | $2.2K | 1.19% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 45,821 | .9K | 1.01% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 14,846 | .7K | 0.91% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | — | 65,985 | .7K | 0.91% |
| CISCO SYSTEMS INC | CSCO | Technology | 30,590 | .7K | 0.88% |