Q1 2020 Holdings
Filed 2020-05-15 | 298 holdings | $7.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caterpillar Inc del(CAT) | COM | 149123101 | $812 | 6,998 | 0.0% |
| Nuveen Quality Muncp Income(NAD) | COM | 67066V101 | $813 | 59,146 | 0.0% |
| Invesco Exchange-Traded FD T(PCEF) | CEF INM COMPSI | 46138E404 | $839 | 47,943 | 0.0% |
| Ishares Silver Trust(SLV) | ISHARES | 46428Q109 | $851 | 65,223 | 0.0% |
| American WTR WKS Co Inc New(AWK) | COM | 030420103 | $878 | 7,345 | 0.0% |
| General Dynamics Corp(GD) | COM | 369550108 | $880 | 6,653 | 0.0% |
| Nuveen AMT Free MUN CR Inc F(NVG) | COM | 67071L106 | $892 | 60,796 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $893 | 11,605 | 0.0% |
| Allstate Corp(ALL) | COM | 020002101 | $895 | 9,756 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $905 | 14,983 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $910 | 4,006 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $933 | 6,192 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $944 | 7,125 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $950 | 5,745 | 0.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $953 | 17,498 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $965 | 17,831 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $967 | 13,401 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $993 | 14,969 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $995 | 7,440 | 0.0% |
| Ishares TR(IDEV) | CORE MSCI INTL | 46435G326 | $1.0K | 23,209 | 0.0% |
| Proshares TR(SMDV) | RUSS 2000 DIVD | 74347B698 | $1.0K | 22,357 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.1K | 7,891 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.1K | 15,260 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.1K | 963 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $1.1K | 20,139 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.2K | 19,755 | 0.0% |
| Newmont Corp(NEM) | COM | 651639106 | $1.2K | 26,123 | 0.0% |
| Proshares TR(REGL) | S&P MDCP 400 DIV | 74347B680 | $1.2K | 27,387 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $1.2K | 15,399 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.3K | 6,992 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.3K | 8,009 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.3K | 7,897 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.3K | 5,533 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.3K | 28,014 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.5K | 16,464 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $1.5K | 11,643 | 0.0% |
| Vaneck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $1.5K | 53,272 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.6K | 47,873 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.6K | 12,065 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $1.6K | 16,102 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.6K | 11,357 | 0.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.6K | 50,318 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.7K | 8,923 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.7K | 38,433 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.8K | 46,828 | 0.0% |
| Ishares TR(MTUM) | USA MOMENTUM FCT | 46432F396 | $1.8K | 16,910 | 0.0% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $1.9K | 127,554 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.0K | 17,548 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.0K | 16,949 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.1K | 21,763 | 0.0% |