Sandbox Financial Partners

Sandbox Financial Partners as of March 31, 2022

Portfolio Holdings for Sandbox Financial Partners

Sandbox Financial Partners holds 95 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 21.3 $37M 213k 174.61
Vanguard Index Fds Growth Etf (VUG) 9.7 $17M 59k 287.60
Amazon (AMZN) 8.7 $15M 4.7k 3259.80
Microsoft Corporation (MSFT) 6.1 $11M 35k 308.31
Snowflake Cl A (SNOW) 5.0 $8.8M 38k 229.12
Vanguard Specialized Funds Div App Etf (VIG) 4.4 $7.7M 47k 162.17
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 3.7 $6.5M 128k 50.27
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $6.4M 24k 268.35
Vanguard Index Fds Value Etf (VTV) 3.4 $6.0M 41k 147.78
Ishares Tr Core Div Grwth (DGRO) 2.5 $4.4M 83k 53.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $3.1M 6.8k 451.72
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.9M 1.0k 2779.94
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.4M 848.00 2792.45
Visa Com Cl A (V) 1.3 $2.2M 10k 221.79
Nextera Energy (NEE) 1.2 $2.2M 26k 84.72
Exxon Mobil Corporation (XOM) 1.2 $2.1M 25k 82.60
Blackstone Group Inc Com Cl A (BX) 1.2 $2.0M 16k 126.96
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 1.1 $1.9M 38k 50.65
Verizon Communications (VZ) 0.9 $1.6M 32k 50.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.5M 19k 79.55
Mastercard Incorporated Cl A (MA) 0.8 $1.3M 3.8k 357.39
Boeing Company (BA) 0.8 $1.3M 7.0k 191.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.3M 18k 76.40
International Business Machines (IBM) 0.7 $1.2M 9.6k 130.00
Ishares Tr Expanded Tech (IGV) 0.6 $1.0M 2.9k 345.04
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.6 $972k 40k 24.12
Chevron Corporation (CVX) 0.5 $960k 5.9k 162.91
Facebook Cl A (META) 0.5 $921k 4.1k 222.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $827k 2.0k 415.37
JPMorgan Chase & Co. (JPM) 0.5 $793k 5.8k 136.32
Abbvie (ABBV) 0.4 $786k 4.8k 162.13
Ishares Tr National Mun Etf (MUB) 0.4 $719k 6.6k 109.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $704k 2.0k 353.06
Duke Energy Corp Com New (DUK) 0.4 $684k 6.1k 111.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $663k 1.8k 362.69
Select Sector Spdr Tr Technology (XLK) 0.3 $605k 3.8k 159.04
UnitedHealth (UNH) 0.3 $570k 1.1k 509.84
Broadcom (AVGO) 0.3 $559k 888.00 629.50
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $542k 5.1k 107.14
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $514k 13k 39.81
Home Depot (HD) 0.3 $469k 1.6k 299.11
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $453k 4.2k 108.76
McDonald's Corporation (MCD) 0.3 $441k 1.8k 247.34
NVIDIA Corporation (NVDA) 0.3 $440k 1.6k 272.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $437k 1.9k 227.49
Texas Pacific Land Corp (TPL) 0.2 $436k 323.00 1349.85
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.2 $426k 6.9k 61.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $422k 3.8k 112.14
Dominion Resources (D) 0.2 $411k 4.8k 84.93
Johnson & Johnson (JNJ) 0.2 $408k 2.3k 177.31
Southern Company (SO) 0.2 $395k 5.5k 72.45
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $382k 10k 38.04
Uber Technologies (UBER) 0.2 $381k 11k 35.69
Servicenow (NOW) 0.2 $378k 678.00 557.52
Adobe Systems Incorporated (ADBE) 0.2 $360k 791.00 455.12
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $356k 2.2k 165.58
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $354k 2.1k 171.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $348k 4.4k 78.93
Ishares Tr Msci Global Imp (SDG) 0.2 $348k 4.1k 85.27
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $344k 5.6k 60.95
Bank of America Corporation (BAC) 0.2 $322k 7.8k 41.26
Walt Disney Company (DIS) 0.2 $303k 2.2k 137.35
Select Sector Spdr Tr Energy (XLE) 0.2 $300k 3.9k 76.53
Lockheed Martin Corporation (LMT) 0.2 $297k 674.00 440.65
Enterprise Products Partners (EPD) 0.2 $296k 12k 25.77
Honeywell International (HON) 0.2 $296k 1.5k 194.61
Procter & Gamble Company (PG) 0.2 $296k 1.9k 152.81
Crowdstrike Hldgs Cl A (CRWD) 0.2 $292k 1.3k 227.24
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $285k 10k 28.32
Booking Holdings (BKNG) 0.2 $278k 119.00 2336.13
BP Sponsored Adr (BP) 0.2 $275k 9.3k 29.44
Twilio Cl A (TWLO) 0.2 $274k 1.7k 164.56
Realty Income (O) 0.2 $270k 3.9k 69.18
Costco Wholesale Corporation (COST) 0.2 $267k 464.00 575.43
Pfizer (PFE) 0.2 $265k 5.1k 51.83
Tesla Motors (TSLA) 0.1 $256k 238.00 1075.63
American Electric Power Company (AEP) 0.1 $249k 2.5k 99.60
Hannon Armstrong (HASI) 0.1 $235k 5.0k 47.42
Ishares Tr Core S&p500 Etf (IVV) 0.1 $235k 517.00 454.55
Danaher Corporation (DHR) 0.1 $232k 792.00 292.93
Wal-Mart Stores (WMT) 0.1 $227k 1.5k 148.85
Eli Lilly & Co. (LLY) 0.1 $220k 770.00 285.71
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $219k 3.3k 66.32
Pacific Biosciences of California (PACB) 0.1 $218k 24k 9.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $217k 1.4k 157.36
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $215k 4.2k 51.74
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $211k 5.8k 36.49
Gilead Sciences (GILD) 0.1 $208k 3.5k 59.43
Baidu Spon Adr Rep A (BIDU) 0.1 $208k 1.6k 132.48
Thermo Fisher Scientific (TMO) 0.1 $203k 343.00 591.84
Sangamo Biosciences (SGMO) 0.1 $144k 25k 5.80
Entercom Communications Corp Cl A 0.0 $58k 20k 2.90
Amyris Com New 0.0 $46k 11k 4.38
Oncosec Medical Incorporated 0.0 $32k 28k 1.16
Comsovereign Hldg Corp Com New 0.0 $17k 20k 0.85