Q4 2018 Holdings
Filed 2019-02-13 | 437 holdings | $50.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $4.0K | 50,422 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $4.1K | 26,266 | 0.0% |
| BHP Group Limited(BHP) | SPONSORED ADS | 088606108 | $4.1K | 85,720 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $4.1K | 77,480 | 0.0% |
| Ameriprise Finl Inc(AMP) | COM | 03076C106 | $4.4K | 41,815 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $4.5K | 40,430 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $4.5K | 23,145 | 0.0% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $4.5K | 104,108 | 0.0% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $4.5K | 35,861 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $4.5K | 15,017 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.7K | 72,374 | 0.0% |
| PVH Corp(PVH) | COM | 693656100 | $4.7K | 50,139 | 0.0% |
| Bemis Inc | COM | 081437105 | $4.7K | 103,000 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.8K | 68,548 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $4.9K | 52,658 | 0.0% |
| Alps ETF TR(AMLPUSD) | ALERIAN MLP | 00162Q866 | $5.0K | 574,068 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $5.0K | 76,493 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $5.1K | 68,671 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $5.1K | 117,055 | 0.0% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $5.2K | 210,039 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $5.3K | 54,644 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $5.3K | 62,435 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $5.6K | 43,911 | 0.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $6.0K | 67,549 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $6.1K | 84,141 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.2K | 6,006 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $6.2K | 120,084 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $6.6K | 132,709 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $6.6K | 62,004 | 0.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $6.8K | 86,451 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $6.9K | 77,922 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $7.1K | 110,231 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $7.2K | 155,993 | 0.0% |
| Suntrust BKS Inc | COM | 867914103 | $7.5K | 147,881 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $7.6K | 57,019 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $7.8K | 130,652 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $7.8K | 34,050 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $8.2K | 333,401 | 0.0% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $8.2K | 100,766 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $8.3K | 43,795 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $8.5K | 51,191 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $8.6K | 145,877 | 0.0% |
| Discover Finl Svcs(DFSEUR) | COM | 254709108 | $8.6K | 146,579 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $8.7K | 38,793 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $9.1K | 50,923 | 0.0% |
| Allstate Corp(ALL) | COM | 020002101 | $9.2K | 111,586 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $9.4K | 151,461 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $9.6K | 264,780 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $9.6K | 111,552 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $9.8K | 173,678 | 0.0% |