Q4 2018 Holdings
Filed 2019-05-09 | 94 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| General Electric Co | COM | 369604103 | $84 | 11,139 | 0.0% |
| Cormedix Inc | COM | 21900C100 | $104 | 80,349 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $201 | 1,033 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $215 | 1,296 | 0.0% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $220 | 2,367 | 0.0% |
| Spdr Series Trust(SPIP) | BLOMBRG BRC TIPS | 78464A656 | $221 | 4,108 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $228 | 6,000 | 0.0% |
| Alps ETF TR | WRKPLC EQL PRT | 00162Q650 | $232 | 7,160 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $242 | 2,346 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $250 | 5,683 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $256 | 2,749 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $257 | 1,343 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $258 | 2,420 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $262 | 24,083 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $265 | 2,806 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $267 | 2,635 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $269 | 1,669 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $271 | 2,101 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $273 | 3,679 | 0.0% |
| Merit MED SYS Inc(MMSI) | COM | 589889104 | $275 | 4,929 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $275 | 2,164 | 0.0% |
| Spdr Index SHS FDS(RWO) | DJ GLB RL ES ETF | 78463X749 | $297 | 6,717 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $313 | 2,577 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $322 | 1,280 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $327 | 3,661 | 0.0% |
| Verisign Inc | COM | 92343E952 | $341 | 2,301 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $363 | 3,893 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $394 | 4,406 | 0.0% |
| Invesco Exchange Traded FD T(PGF) | FINL PFD ETF | 46137V621 | $399 | 22,977 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $405 | 14,197 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $407 | 9,323 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $412 | 1,653 | 0.0% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $423 | 13,058 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $437 | 6,974 | 0.0% |
| Ishares TR(INDA) | MSCI INDIA ETF | 46429B598 | $444 | 13,316 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $451 | 1,389 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $457 | 2,238 | 0.0% |
| Spdr Series Trust(SPTL) | PORTFOLIO LN TSR | 78464A664 | $460 | 13,119 | 0.0% |
| Cameco Corp(CCJ) | COM | 13321L108 | $476 | 41,904 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $483 | 2,291 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $485 | 5,790 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $497 | 7,283 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $504 | 4,204 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $530 | 1,643 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $537 | 11,447 | 0.0% |
| Public SVC Enterprise Group(PEG) | COM | 744573106 | $547 | 10,506 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $571 | 6,422 | 0.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $626 | 9,032 | 0.0% |
| Ishares TR(PFF) | S&P US PFD STK | 464288687 | $670 | 19,577 | 0.0% |
| W P Carey Inc(WPC) | COM | 92936U109 | $671 | 10,262 | 0.0% |