Q1 2019 Holdings
Filed 2019-04-08 | 160 holdings | $262.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vsgx(VSGX) | Vanguard ESG International Stock ETF | 921910725 | $7.8K | 160,631 | 3.0% |
| FMB(FMB) | First Trust Managed Municipal ETF | 33739N108 | $10.9K | 203,225 | 4.2% |
| Mint(MINT) | PIMCO Enhanced Short Maturity ETF | 72201R833 | $13.1K | 129,409 | 5.0% |
| BRO(BRO) | Brown & Brown Inc | 115236101 | $14.0K | 504 | 5.3% |
| VTI(VTI) | Vanguard Total Stock Market (ETF) | 922908769 | $14.1K | 97,734 | 5.4% |
| VUG(VUG) | Vanguard Growth ETF | 922908736 | $17.4K | 111,249 | 6.6% |
| Schf(SCHF) | Schwab Int'l Equity | 808524805 | $19.9K | 634,843 | 7.6% |
| Usmv(USMV) | iShares Edge MSCI Min Vol USA | 46429B697 | $23.5K | 399,601 | 8.9% |
| Schb(SCHB) | Schwab U.S. Broad Market | 808524102 | $31.4K | 460,803 | 11.9% |
| Abbv(ABBV) | AbbVie Inc. | 00287Y109 | $93.0K | 1,161 | 35.4% |