Q1 2020 Holdings
Filed 2020-04-20 | 114 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CME Group Inc(CME) | COM | 12572Q105 | $424 | 2,450 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $468 | 6,924 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $477 | 14,986 | 0.0% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $478 | 5,893 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $496 | 9,817 | 0.0% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $498 | 15,824 | 0.0% |
| Goldman Sachs ETF TR(GSLC) | ACTIVEBETA US LG | 381430503 | $530 | 10,159 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $530 | 2,237 | 0.0% |
| Invesco Exchange-Traded FD T(SPLV) | S&P500 LOW VOL | 46138E354 | $540 | 11,500 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $542 | 2,675 | 0.0% |
| Ishares TR(AGZ) | AGENCY BOND ETF | 464288166 | $550 | 4,558 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $554 | 3,542 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $614 | 8,479 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $633 | 4,275 | 0.0% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $661 | 23,604 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $662 | 3,969 | 0.0% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $668 | 10,672 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $669 | 5,686 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $678 | 4,711 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $700 | 21,444 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $710 | 8,997 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $732 | 8,907 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $783 | 2,589 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $783 | 4,996 | 0.0% |
| Spdr SER TR(HYMB) | NUVEEN BBG BRCLY | 78464A284 | $805 | 14,714 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $807 | 8,426 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $809 | 2,155 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $813 | 9,027 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $860 | 7,290 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $875 | 26,077 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $888 | 8,074 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $902 | 3,421 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $921 | 5,715 | 0.0% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $1.0K | 11,477 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.0K | 10,719 | 0.0% |
| Vanguard Whitehall FDS(VWOB) | EMERG MKT BD ETF | 921946885 | $1.1K | 15,118 | 0.0% |
| National Storage Affiliates(NSA) | COM SHS BEN IN | 637870106 | $1.1K | 37,731 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.1K | 38,735 | 0.0% |
| Mccormick & Co Inc(MKC) | COM NON VTG | 579780206 | $1.1K | 7,999 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.2K | 9,967 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.2K | 3,576 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.4K | 5 | 0.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $1.5K | 23,313 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $1.5K | 8,015 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.6K | 11,941 | 0.1% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $1.6K | 7,512 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.7K | 31,176 | 0.1% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $1.7K | 21,694 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.7K | 16,324 | 0.1% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $1.9K | 38,364 | 0.1% |