Q1 2019 Holdings
Filed 2019-05-15 | 80 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Glaxosmithkline Plc Adrf Spons | COM | 37733W105 | $204 | 4,868 | 0.0% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $210 | 2,165 | 0.0% |
| Pinnacle West Capital Cp(PNW) | COM | 723484101 | $240 | 2,525 | 0.0% |
| Aqua America Inc | COM | 03836W103 | $242 | 6,552 | 0.0% |
| Under Armour Inc Class A(UAA) | COM | 904311107 | $246 | 11,561 | 0.0% |
| General Electric Company | COM | 369604103 | $259 | 26,188 | 0.0% |
| IShares Msci Emerging Markets(EEMV) | STK IDX | 464286533 | $286 | 4,864 | 0.0% |
| Vanguard Russell 2000 Value(VTWV) | STK IDX | 92206C649 | $349 | 3,341 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $378 | 7,905 | 0.0% |
| Schwab US Tips ETF(SCHP) | 1-3 YR TRS Bd | 808524870 | $379 | 6,890 | 0.0% |
| Under Armour Class C(UA) | COM | 904311206 | $410 | 21,655 | 0.0% |
| Vanguard Small Cap Value(VBR) | STK IDX | 922908611 | $429 | 3,340 | 0.0% |
| Ishares Russell 200 Growth(IWO) | STK IDX | 464287648 | $433 | 2,216 | 0.0% |
| Vanguard Russell 2000 Growth(VTWG) | STK IDX | 92206C623 | $445 | 3,139 | 0.0% |
| The Southern Company(SO) | COM | 842587107 | $453 | 8,823 | 0.0% |
| Vanguard Bond Index Fund Total(BND) | 1-3 YR TRS Bd | 921937835 | $544 | 6,702 | 0.0% |
| iShares Russell 2000(IWM) | STK IDX | 464287655 | $574 | 3,764 | 0.0% |
| Kraft Heinz Company(KHC) | COM | 500754106 | $687 | 21,029 | 0.0% |
| Vanguard Ftse Developed Market(VEA) | STK IDX | 921943858 | $735 | 18,045 | 0.0% |
| Spdr SSgA US Small Cap Index(SMLV) | STK IDX | 78468R887 | $802 | 8,764 | 0.0% |
| DowDupont Inc. | COM | 26078J100 | $833 | 15,792 | 0.0% |
| Pfizer Incorporated(PFE) | COM | 717081103 | $846 | 19,922 | 0.0% |
| Vanguard Value(VTV) | STK IDX | 922908744 | $875 | 8,179 | 0.0% |
| IShares Edge Msci Min Vol | STK IDX | 464289115 | $895 | 12,466 | 0.0% |
| IBM Corp(IBM) | COM | 459200101 | $896 | 6,401 | 0.0% |
| Vanguard Russell 1000 Value(VONV) | STK IDX | 92206C714 | $990 | 9,200 | 0.1% |
| Vanguard Bond Index Fund Inter(BIV) | 1-3 YR TRS Bd | 921937819 | $1.1K | 12,606 | 0.1% |
| Berkshire Hathaway B New Class(BRK/B) | COM | 084670702 | $1.5K | 7,362 | 0.1% |
| iShares Tips Bond Fund(TIP) | 1-3 YR TRS Bd | 464287176 | $1.7K | 14,624 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.7K | 23,048 | 0.1% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $1.8K | 27,874 | 0.1% |
| Spdr SSgA US Large Cap Index(LGLV) | STK IDX | 78468R804 | $1.9K | 18,694 | 0.1% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $1.9K | 22,616 | 0.1% |
| Vanguard Russel 1000 Growth(VONG) | STK IDX | 92206C680 | $2.0K | 13,017 | 0.1% |
| Spdr S&P 500 ETF Tr Expiring 0(SPY) | STK IDX | 78462F103 | $2.0K | 7,270 | 0.1% |
| PPL Corp.(PPL) | COM | 69351T106 | $2.3K | 71,873 | 0.1% |
| Procter & Gamble(PG) | COM | 742718109 | $2.3K | 22,358 | 0.1% |
| Amerigas Partners Limited Part(APU) | COM | 030975106 | $2.5K | 82,936 | 0.1% |
| Artesian Res Corp Cl A Class A(ARTNA) | COM | 043113208 | $2.6K | 69,793 | 0.1% |
| Schlumberger Ltd F | COM | 806854108 | $3.7K | 85,987 | 0.2% |
| Tyson Foods Inc.(TSN) | COM | 902494103 | $4.1K | 59,658 | 0.2% |
| Constellation Brand Class A(STZ) | COM | 21036P108 | $4.5K | 26,042 | 0.2% |
| Total SA Adr(TTEN) | COM | 89151E109 | $6.2K | 111,422 | 0.3% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $8.0K | 64,798 | 0.4% |
| U G I Corporation New(UGI) | COM | 902681105 | $9.3K | 168,324 | 0.5% |
| Chubb Limited(CB) | COM | H1467J104 | $10.4K | 74,539 | 0.6% |
| AT&T Inc New(T) | COM | 00206R102 | $11.6K | 371,014 | 0.6% |
| Bank Of America Corp(BAC) | COM | 060505104 | $13.7K | 495,602 | 0.7% |
| Verizon Communications(VZ) | COM | 92343V104 | $15.7K | 264,986 | 0.9% |
| Colgate-Palmolive Co(CL) | COM | 194162103 | $16.8K | 244,537 | 0.9% |