Joe Courtney

CT02Member5 filings164 transactions

Total Purchases (max)

$1.1M

Total Sales (max)

$15K

Net Portfolio Value

$1.1M

50 active positions of 118 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1—brown Advantage Sustainable growth$65K—$65K25.9%
2VOOVanguard S&P 500 ETF$50K—$50K14.5%
3—Hartford Core Equity Fund - HGIIX$50K—$50K14.5%
4IVViShares Core S&P 500 ETF$50K—$50K14.5%
5—Calvert Equity Fund$50K—$50K14.5%
6—Calvert uS large Cap Value Responsible Index$50K—$50K14.5%
7—IShares Trust MSCI EAFE ESG Optimized$50K—$50K14.5%
8—Nuveen ESG large Cap Value$50K—$50K14.5%
9—TIAA-CREF Impact bond$50K—$50K14.5%
10—CRA Qualified Investment Fund$30K—$30K22.7%
11—delaware Corporate bond$30K—$30K22.7%
12—Franklin growth Fund Advantage$15K—$15K11.4%
13—Franklin International growth Advisor Class$15K—$15K11.4%
14FLCOFranklin Liberty Investment grade Corporate ETF$15K—$15K11.4%
15FLCBFranklin Liberty U.S. Core bond ETF$15K—$15K11.4%
16FLQLFranklin LibertyQ U.S. Equity ETF$15K—$15K11.4%
17—Franklin Small Cap growth Fund$15K—$15K11.4%
18—Franklin Small Cap Value Fund$15K—$15K11.4%
19—goldman Sachs International Equity Insights$15K—$15K11.4%
20GOVTiShares U.S. Treasury bond ETF$15K—$15K11.4%
21—JP Morgan Mortgage backed Securities$15K—$15K11.4%
22—Templeton Developing Markets Trust$15K—$15K11.4%
23VEAVanguard FTSE Developed Markets ETF$15K—$15K11.4%
24VWOVanguard FTSE Emerging Markets ETF$15K—$15K11.4%
25—Blackrock Advantage Large Cap - MALRX$15K—$15K11.4%
26—Blackrock Emerging Markets Fund - MADCX$15K—$15K11.4%
27—Blackrock High Yield Municipal Fund - MAYHX$15K—$15K11.4%
28—Blackrock National Municipal Fund - MANLX$15K—$15K11.4%
29—Blackrock Technologies Opportunity Fund - BGSIX$15K—$15K11.4%
30TLTiShares 20+ Year Treasury Bond ETF$15K—$15K11.4%
31IEFiShares 7-10 Year Treasury Bond ETF$15K—$15K11.4%
32IEFAiShares Core MSCI EAFE ETF$15K—$15K11.4%
33IJRiShares Core S&P Small-Cap ETF$15K—$15K11.4%
34ESGUiShares ESG Aware MSCI USA ETF$15K—$15K11.4%
35EFGiShares MSCI EAFE growth ETF$15K—$15K11.4%
36USMViShares MSCI USA Min Vol Factor ETF$15K—$15K11.4%
37VLUEiShares MSCI USA Value Factor ETF$15K—$15K11.4%
38IHIiShares U.S. Medical Devices ETF$15K—$15K11.4%
39—Pimco Municipal Bond Fund - PMUPX$15K—$15K11.4%
40XSOEWisdomTree Emerging Markets Ex-State Owned Enterprises Fund$15K—$15K11.4%
41CCitigroup, Inc.$30K$15K$15K31.4%
42—delaware Small Cap Core$15K—$15K11.4%
43—delaware Small Cap Core Fund$15K—$15K11.4%
44—ISH uSd High Yield Corporate bond$15K—$15K11.4%
45—IShares MSCI EM ESG Optimized$15K—$15K11.4%
46—IShares uS Treasury bond$15K—$15K11.4%
47—SPDR bloomberg barclays 1-3 month T-bill$15K—$15K11.4%
48—TIAA-CREF Core Impact bond$15K—$15K11.4%
49—Vanguard Total International bond$15K—$15K11.4%
50AMTAmerican Tower Corporation$15K—$15K11.4%
51ABTAbbott laboratories$15K$15K$02—
52—Alphabet Inc. - Class A (gOOgl)$15K$15K$02—
53ANTMAnthem, Inc.$15K$15K$02—
54—ball Corporation (bll)$15K$15K$02—
55—blackRock, Inc. (blK)$15K$15K$02—
56COFCapital One Financial Corporation$15K$15K$02—
57CVXChevron Corporation$15K$15K$02—
58CSCOCisco Systems, Inc.$15K$15K$02—
59STZConstellation brands, Inc.$15K$15K$02—
60COSTCostco Wholesale Corporation$15K$15K$02—
61DHRdanaher Corporation$15K$15K$02—
62FISVFiserv, Inc.$15K$15K$02—
63HLTHilton Worldwide Holdings Inc.$15K$15K$02—
64—Home depot, Inc. (Hd)$15K$15K$02—
65HONHoneywell International Inc.$15K$15K$02—
66JPMJP Morgan Chase & Co.$15K$15K$02—
67LMTlockheed Martin Corporation$15K$15K$02—
68MCHPMicrochip Technology Incorporated$15K$15K$02—
69MSFTMicrosoft Corporation$15K$15K$02—
70PEPPepsico, Inc.$15K$15K$02—
71—Prologis, Inc. (Pld)$15K$15K$02—
72ROSTRoss Stores, Inc.$15K$15K$02—
73SHWSherwin-Williams Company$15K$15K$02—
74TMOThermo Fisher Scientific Inc$15K$15K$02—
75TFCTruist Financial Corporation$15K$15K$02—
76UNPunion Pacific Corporation$15K$15K$02—
77VVisa Inc.$15K$15K$02—
78WMTWalmart Inc.$15K$15K$02—
79DISWalt disney Company$15K$15K$02—
80ZTSZoetis Inc. Class A$15K$15K$02—
81SYYSysco Corporation$15K$15K$02—
82TOTTotal S.A.$15K$15K$02—
83MFCManulife Financial Corporation—$15K-$15K1—
84AAPLApple Inc.$15K$30K-$15K3—
85—Federated MDT Small Cap growth—$15K-$15K1—
86—Loomis Sayles Senior Float Rate—$15K-$15K1—
87SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF—$15K-$15K1—
88—T Rowe Price blue Chip growth—$15K-$15K1—
89—WCM Focused International growth—$15K-$15K1—
90BTZBlackRock Credit Allocation Income Trust—$15K-$15K1—
91DSUBlackrock Debt Strategies Fund, Inc.—$15K-$15K1—
92EVVEaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest—$15K-$15K1—
93ETEnergy Transfer LP Common Units—$15K-$15K1—
94FFord Motor Company—$15K-$15K1—
95DIVglobal X Super Dividend ETF—$15K-$15K1—
96—goldman Sachs Dynamic Muni Income Fund—$15K-$15K1—
97IDViShares International Select Dividend ETF—$15K-$15K1—
98—Rivernorth Funds Doubleline Strategic Income—$15K-$15K1—
99SRLNSPDR Blackstone GSO Senior Loan ETF—$15K-$15K1—
100VIGVanguard Div Appreciation ETF—$15K-$15K1—
101VTIVanguard Total Stock Market ETF—$15K-$15K1—
102—WCM Focused Int'l growth—$15K-$15K1—
103PUTWWisdomTree CBOE S&P 500 PutWrite Strategy Fund—$15K-$15K1—
104—Ab global bond—$15K-$15K1—
105—Ab High Income—$15K-$15K1—
106—American Tower Corporation—$15K-$15K1—
107—Fidelity Advisor Total bond—$15K-$15K1—
108—guggenheim Total Return—$15K-$15K1—
109KDPKeurig dr Pepper Inc.$15K$30K-$15K3—
110NEENextEra Energy, Inc.$15K$30K-$15K3—
111—Pimco Income Fund—$15K-$15K1—
112—Chubb limited (Cb)$15K$30K-$15K3—
113AMZNAmazon.com, Inc.$15K$50K-$35K2—
114PBCTPeople's United Financial, Inc.—$50K-$50K1—
115—Pimco FDS Income Institutional—$50K-$50K1—
116BABAAlibaba group Holding Limited American Depositary Shares each representing eight Ordinary share—$50K-$50K1—
117NTDOYNintendo Co Ltd ADR—$50K-$50K1—
118—Pimco Investments Income Inst'l—$50K-$50K1—