Q1 2020 Holdings
Filed 2020-05-05 | 175 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $575 | 7,123 | 0.0% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $587 | 8,206 | 0.0% |
| Ishares TR | IBONDS DEC23 ETF | 46434VAX8 | $591 | 23,642 | 0.0% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $621 | 7,520 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $624 | 5,454 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $629 | 4,366 | 0.0% |
| Ishares TR(IBDP) | IBONDS DEC24 ETF | 46434VBG4 | $629 | 25,461 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $637 | 2,771 | 0.0% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $646 | 13,994 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $662 | 2,654 | 0.0% |
| Vanguard Admiral FDS Inc(VIOG) | SMLCP 600 GRTH | 921932794 | $685 | 5,785 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $700 | 7,071 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $718 | 2,973 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $779 | 8,337 | 0.0% |
| Ishares TR | IBONDS DEC20 ETF | 46434VAQ3 | $787 | 31,237 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $792 | 6,042 | 0.0% |
| Invesco Exch TRD SLF IDX FD(2671931D) | BULSHS 2021 CB | 46138J700 | $794 | 37,844 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $818 | 7,325 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $838 | 3,186 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $940 | 12,094 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $947 | 5,878 | 0.1% |
| Union PAC Corp(UNP) | COM | 907818108 | $996 | 7,059 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.0K | 14,446 | 0.1% |
| Ishares TR | IBONDS DEC22 ETF | 46434VBA7 | $1.0K | 41,129 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.0K | 6,254 | 0.1% |
| Invesco Exchange-Traded FD T(PBD) | GBL CLEAN ENRG | 46138G847 | $1.0K | 89,267 | 0.1% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $1.1K | 29,871 | 0.1% |
| Cabot Corp(CBT) | COM | 127055101 | $1.1K | 41,342 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $1.1K | 5,472 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1K | 560 | 0.1% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $1.1K | 8,248 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.1K | 943 | 0.1% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $1.1K | 8,114 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.1K | 20,173 | 0.1% |
| CME Group Inc(CME) | COM | 12572Q105 | $1.2K | 6,679 | 0.1% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $1.2K | 23,918 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $1.3K | 11,207 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $1.3K | 37,428 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.3K | 7,049 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.3K | 17,930 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.3K | 40,519 | 0.1% |
| Ishares TR | IBONDS DEC21 ETF | 46434VBK5 | $1.3K | 53,654 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $1.3K | 7,106 | 0.1% |
| Invesco Exch TRD SLF IDX FD(BSCK) | BULSHS 2020 CB | 46138J502 | $1.4K | 66,230 | 0.1% |
| Invesco Exchange Traded FD T(PHO) | WATER RES ETF | 46137V142 | $1.4K | 44,757 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.5K | 10,204 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.5K | 5,837 | 0.1% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $1.5K | 8,574 | 0.1% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $1.6K | 20,429 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $1.6K | 17,510 | 0.1% |