Q1 2019 Holdings
Filed 2019-05-09 | 124 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unilever PLC | SPON ADR NEW | 904767704 | $368 | 6,381 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $371 | 7,400 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $375 | 10,264 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $379 | 3,856 | 0.0% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $384 | 10,326 | 0.0% |
| Wisdomtree TR(DTD) | US TOTAL DIVIDND | 97717W109 | $398 | 4,205 | 0.0% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $403 | 5,889 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $408 | 2,822 | 0.0% |
| Ishares TR(ITA) | US AER DEF ETF | 464288760 | $409 | 2,050 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $440 | 2,449 | 0.0% |
| Invesco Exchng Traded FD TR(PZA) | NATL AMT MUNI | 46138E537 | $454 | 17,681 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $458 | 1,623 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $491 | 8,607 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $494 | 3,081 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $502 | 3,170 | 0.0% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $504 | 14,743 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $506 | 1,948 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $527 | 1,751 | 0.0% |
| Spdr Series Trust(SPTM) | PORTFOLIO TL STK | 78464A805 | $528 | 15,001 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $531 | 5,243 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $533 | 3,777 | 0.0% |
| Alps ETF TR(AMLPUSD) | ALERIAN MLP | 00162Q866 | $564 | 56,244 | 0.0% |
| Invesco Exchng Traded FD TR(SPLV) | S&P500 LOW VOL | 46138E354 | $576 | 10,940 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $590 | 5,858 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $634 | 5,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $659 | 1,847 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $659 | 12,280 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $687 | 3,304 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $708 | 4,248 | 0.1% |
| Spdr Series Trust(HYMB) | NUV HGHYLD MUN | 78464A284 | $711 | 12,381 | 0.1% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $727 | 2,695 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $747 | 637 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $764 | 4,894 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $801 | 7,081 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $810 | 7,799 | 0.1% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $813 | 32,214 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $837 | 4,663 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $866 | 10,719 | 0.1% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $872 | 7,922 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $904 | 3 | 0.1% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $940 | 32,305 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $977 | 5,053 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $987 | 6,310 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.0K | 23,784 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $1.1K | 2,773 | 0.1% |
| National Storage Affiliates(NSA) | COM SHS BEN IN | 637870106 | $1.1K | 37,858 | 0.1% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $1.1K | 22,943 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.1K | 10,725 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.1K | 3,778 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.2K | 9,402 | 0.1% |