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| Name: |
TCWP LLC |
| City: |
TAMPA |
| State: |
FL |
| Zip: |
33607 |
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data |
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| Holdings
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14 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LCTU |
Blackrock Us Carbon Transit... |
2 |
- |
$0.00 |
$2,548,000 |
48,682 |
7.2% |
536,000 |
5,946 |
0.017 |
N/A |
|
|
ELR |
streetTRACKS Series Trust -... |
3 |
- |
$62.27 |
$2,213,000 |
39,585 |
6.25% |
310,000 |
1,718 |
0.004 |
Closed - End Fund - E... |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
5 |
- |
$0.00 |
$1,353,000 |
13,967 |
3.82% |
237,000 |
1,036 |
0.001 |
Closed - End Fund - E... |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
6 |
- |
$0.00 |
$1,224,000 |
11,667 |
3.46% |
158,000 |
318 |
0.001 |
N/A |
|
|
DSI |
iShares KLD 400 Social Index |
7 |
- |
$100.97 |
$1,164,000 |
12,781 |
3.29% |
249,000 |
1,547 |
0.007 |
Closed - End Fund - E... |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
11 |
- |
$0.00 |
$876,000 |
37,652 |
2.48% |
376,000 |
14,664 |
0.042 |
N/A |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
14 |
- |
$0.00 |
$763,000 |
14,641 |
2.16% |
361,000 |
6,431 |
0.001 |
Closed - End Fund - E... |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
15 |
- |
$46.49 |
$687,000 |
14,382 |
1.94% |
166,000 |
2,881 |
0.006 |
N/A |
|
|
SUSL |
Ishares Esg Msci Usa Leader... |
17 |
- |
$0.00 |
$635,000 |
7,528 |
1.79% |
86,000 |
248 |
0.017 |
N/A |
|
|
FB |
Meta Platforms Inc |
33 |
- |
$471.91 |
$333,000 |
941 |
0.94% |
68,000 |
59 |
0 |
Internet Service Prov... |
|
|
LLY |
Eli Lilly & Co |
36 |
- |
$770.00 |
$296,000 |
508 |
0.84% |
30,000 |
13 |
0 |
Drug Manufacturers - ... |
|
|
AMAT |
Applied Materials Inc |
37 |
- |
$212.08 |
$291,000 |
1,797 |
0.82% |
44,000 |
16 |
0 |
Semiconductor Equipme... |
|
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ESGE |
IShares MSCI EM ESG ETF |
44 |
- |
$34.36 |
$239,000 |
7,466 |
0.68% |
239,000 |
7,466 |
0.005 |
N/A |
|
|
CSX |
CSX Corp |
51 |
- |
$33.52 |
$211,000 |
6,076 |
0.6% |
211,000 |
6,076 |
0 |
Railroads |
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