HoldingsChannel.com
Copperleaf Capital LLC Top Holdings
As of  03/31/2022, below is a summary of the Copperleaf Capital LLC top holdings by largest position size, as per the latest 13f filing made by Copperleaf Capital LLC. In the Copperleaf Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Copperleaf Capital LLC in that top holding, then the share count change between reporting periods, and finally the Copperleaf Capital LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
ISHARES TR (GOVT) 329,956 -2,621 $8,219
     GOVT329,956-2,621$8,219
ISHARES TR (ESGU) 72,732 +3,837 $7,371
     ESGU72,732+3,837$7,371
SCHWAB STRATEGIC TR 145,716 +2,650 $7,076
     SCHJ145,716+2,650$7,076
SPDR SER TR (SPLG) 125,594 +5,792 $6,673
     SPLG125,594+5,792$6,673
ISHARES TR (MBB) 53,583 -863 $5,458
     MBB53,583-863$5,458
ISHARES TR (FALN) 138,330 -4,296 $3,840
     FALN138,330-4,296$3,840
ALPHABET INC 1,379 +52 $3,835
     GOOGL1,379+52$3,835
ISHARES TR (EFV) 69,860 +2,464 $3,511
     EFV69,860+2,464$3,511
MASTERCARD INCORPORATED 9,719 +276 $3,473
     MA9,719+276$3,473
MICROSOFT CORP 10,572 +350 $3,259
     MSFT10,572+350$3,259
ISHARES TR (EFG) 30,346 +2,109 $2,921
     EFG30,346+2,109$2,921
SCHWAB STRATEGIC TR 59,873 -1,645 $2,866
     SCHI59,873-1,645$2,866
ENBRIDGE INC 60,962 +2,000 $2,810
     ENB60,962+2,000$2,810
EXXON MOBIL CORP 33,935 -53 $2,803
     XOM33,935-53$2,803
ISHARES TR (USHY) 68,850 -1,444 $2,676
     USHY68,850-1,444$2,676
IQVIA HLDGS INC 10,364 +412 $2,396
     IQV10,364+412$2,396
LOWES COS INC 11,638 +341 $2,353
     LOW11,638+341$2,353
WISDOMTREE TR 70,460 +4,920 $2,301
     XSOE70,460+4,920$2,301
AMERISOURCEBERGEN CORP 13,133 -75 $2,032
     ABC13,133-75$2,032
BOOKING HOLDINGS INC 837 +69 $1,966
     BKNG837+69$1,966
ISHARES TR (VLUE) 18,386 +637 $1,923
     VLUE18,386+637$1,923
ISHARES TR (IGLB) 29,061 -942 $1,785
     IGLB29,061-942$1,785
VISA INC 7,919 +449 $1,756
     V7,919+449$1,756
FIDELITY COVINGTON TRUST 12,688 +654 $1,562
     FTEC12,688+654$1,562
UNITEDHEALTH GROUP INC 2,936 +64 $1,497
     UNH2,936+64$1,497
SCHWAB STRATEGIC TR 31,095 +16,597 $1,473
     SCHA31,095+16,597$1,473
ANTHEM INC 2,940 +31 $1,444
     ANTM2,940+31$1,444
SELECT SECTOR SPDR TR (XLE) 18,676 +46 $1,428
     XLE18,676+46$1,428
META PLATFORMS INC 6,012 +620 $1,337
     FB6,012+620$1,337
TAIWAN SEMICONDUCTOR MFG LTD 11,391 +348 $1,188
     TSM11,391+348$1,188
AMAZON COM INC 354 +20 $1,154
     AMZN354+20$1,154
VANGUARD SCOTTSDALE FDS (VCSH) 14,751 -1,709 $1,152
     VCSH14,751-1,709$1,152
UBER TECHNOLOGIES INC 30,509 +3,512 $1,089
     UBER30,509+3,512$1,089
MARTIN MARIETTA MATLS INC 2,755 +344 $1,060
     MLM2,755+344$1,060
SCHWAB STRATEGIC TR 16,739 +320 $1,016
     SCHP16,739+320$1,016
ISHARES TR (IHI) 15,384 +798 $938
     IHI15,384+798$938
ISHARES TR (EMB) 9,505 -573 $929
     EMB9,505-573$929
NETFLIX INC 2,411 +503 $903
     NFLX2,411+503$903
VANGUARD SCOTTSDALE FDS (VCIT) 10,479 -52 $902
     VCIT10,479-52$902
CARMAX INC 9,303 +1,093 $898
     KMX9,303+1,093$898
ISHARES TR (MTUM) 5,179 +227 $872
     MTUM5,179+227$872
ROBLOX CORP 17,103 +6,828 $791
     RBLX17,103+6,828$791
FIDELITY NATL INFORMATION SV 7,224 +617 $725
     FIS7,224+617$725
ISHARES TR (USMV) 8,569 +358 $665
     USMV8,569+358$665
CVS HEALTH CORP 6,402 +21 $648
     CVS6,402+21$648
LYFT INC 15,850 +1,343 $609
     LYFT15,850+1,343$609
APPLE INC 3,437 -15 $600
     AAPL3,437-15$600
MICROSTRATEGY INC 1,221 +450 $594
     MSTR1,221+450$594
BERKSHIRE HATHAWAY INC DEL      $529
     BRK.A1UNCH$529
DISNEY WALT CO 3,855 +270 $529
     DIS3,855+270$529

See Full List: All Stocks Held By Copperleaf Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Copperleaf Capital LLC

Size ($ in 1000's)
At 03/31/2022: $112,693
At 12/31/2021: $115,760

Copperleaf Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Copperleaf Capital LLC 13F filings. Link to 13F filings: SEC filings

Copperleaf Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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