Q1 2020 Holdings
Filed 2020-04-16 | 470 holdings | $14.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nike Inc(NKE) | CL B | 654106103 | $691 | 8,355 | 0.0% |
| Interpublic Group of Cos Inc/T(IPG) | COM | 460690100 | $723 | 44,688 | 0.0% |
| iShares ETFs(EEM) | MSCI EMG MKT ETF | 464287234 | $752 | 22,016 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $754 | 8,115 | 0.0% |
| Ishares Trust(TIP) | TIPS BD ETF | 464287176 | $770 | 6,530 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $780 | 5,347 | 0.0% |
| iShares ETFs(IJR) | CORE S&P SCP ETF | 464287804 | $800 | 14,268 | 0.0% |
| Valero Energy Corp(VLO) | COM | 91913Y100 | $805 | 17,755 | 0.0% |
| Western Union Comp(WU) | COM | 959802109 | $824 | 45,439 | 0.0% |
| Vanguard ETF(VCIT) | INT-TERM CORP | 92206C870 | $846 | 9,719 | 0.0% |
| Vanguard Whitehall(VYM) | HIGH DIV YLD | 921946406 | $846 | 11,955 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $850 | 5,105 | 0.0% |
| Principal Financial Group Inc(PFG) | COM | 74251V102 | $854 | 27,245 | 0.0% |
| Ishares(IEFA) | CORE MSCI EAFE | 46432F842 | $854 | 17,122 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $860 | 7,200 | 0.0% |
| Select Sector Spdr(XLB) | SBI MATERIALS | 81369Y100 | $866 | 19,224 | 0.0% |
| LyondellBasell Industries NV(LYB) | SHS - A - | N53745100 | $930 | 18,740 | 0.0% |
| iShares ETFs(ILCB) | MRNGSTR LG-CP ET | 464287127 | $931 | 6,350 | 0.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $945 | 10,721 | 0.0% |
| Block(h&r)inc(HRB) | COM | 093671105 | $951 | 67,545 | 0.0% |
| PPL Corp(PPL) | COM | 69351T106 | $966 | 39,161 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $995 | 4,901 | 0.0% |
| General Electric Co | COM | 369604103 | $1.0K | 128,347 | 0.0% |
| OGE Energy Corp(OGE) | COM | 670837103 | $1.0K | 34,076 | 0.0% |
| Invesco(IVZ) | SHS | G491BT108 | $1.1K | 116,811 | 0.0% |
| Clorox Co(CLX) | COM | 189054109 | $1.1K | 6,190 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.1K | 6,654 | 0.0% |
| WisdomTree ETFs(WTRE) | GLB EX US RL EST | 97717W331 | $1.1K | 48,932 | 0.0% |
| Invesco ETFs(PGX) | PFD ETF | 46138E511 | $1.1K | 82,879 | 0.0% |
| Alps ETFs(IDOG) | INTL SEC DV DOG | 00162Q718 | $1.1K | 55,343 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $1.1K | 22,849 | 0.0% |
| iShares ETFs(IWP) | RUS MD CP GR ETF | 464287481 | $1.1K | 9,206 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $1.1K | 6,462 | 0.0% |
| Comcast Corp(CMCSA) | CL A | 20030N101 | $1.2K | 33,490 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.2K | 12,443 | 0.0% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $1.2K | 6,446 | 0.0% |
| Vanguard ETF(VIG) | DIV APP ETF | 921908844 | $1.2K | 11,725 | 0.0% |
| Alps Advisors Inc(SDOG) | SECTR DIV DOGS | 00162Q858 | $1.2K | 39,886 | 0.0% |
| State Street ETF(MDY) | UTSER1 S&PDCRP | 78467Y107 | $1.3K | 4,791 | 0.0% |
| Dover Corp(DOV) | COM | 260003108 | $1.3K | 15,315 | 0.0% |
| Walt Disney Co(DIS) | COM DISNEY | 254687106 | $1.4K | 14,304 | 0.0% |
| Vanguard Group Inc(BNDX) | INTL BD IDX ETF | 92203J407 | $1.4K | 25,655 | 0.0% |
| iShares ETFs(USIG) | USD INV GRDE ETF | 464288620 | $1.5K | 26,365 | 0.0% |
| iShares ETFs(IWS) | RUS MDCP VAL ETF | 464287473 | $1.6K | 24,372 | 0.0% |
| iShares ETFs(IXUS) | CORE MSCI TOTAL | 46432F834 | $1.6K | 33,354 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $1.6K | 6,435 | 0.0% |
| iShares ETFs(IJH) | CORE S&P MCP ETF | 464287507 | $1.7K | 11,560 | 0.0% |
| Eversource Energy(ES) | COM | 30040W108 | $1.7K | 21,659 | 0.0% |
| Charles Schwab Investment Management Inc(SCHB) | US BRD MKT ETF | 808524102 | $1.8K | 29,449 | 0.0% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $1.8K | 6,928 | 0.0% |