Q1 2020 Holdings
Filed 2020-05-06 | 165 holdings | $13.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $1.5K | 8,546 | 0.0% |
| Walt Disney Co(DIS) | COM Disney | 254687106 | $1.5K | 15,849 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.5K | 28,479 | 0.0% |
| Duke Energy Corp New(DUK) | COM New | 26441C204 | $1.6K | 19,288 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.6K | 20,324 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $1.6K | 68,508 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.6K | 28,725 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.6K | 22,281 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS Class A | G1151C101 | $1.7K | 10,143 | 0.0% |
| Royal Dutch Shell Plc(RDS/A) | Spons ADR A | 780259206 | $1.9K | 54,337 | 0.0% |
| Alphabet Inc(GOOGL) | Cap Stk Cl A | 02079K305 | $1.9K | 1,669 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.0K | 27,328 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.0K | 22,051 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $2.0K | 21,608 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.0K | 22,725 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $2.2K | 19,602 | 0.0% |
| Ishares TR(SHY) | 1 3 Yr Treas Bd | 464287457 | $2.3K | 26,815 | 0.0% |
| Ishares TR(IWR) | Rus Mid Cap ETF | 464287499 | $2.4K | 54,916 | 0.0% |
| Ishares TR(IDV) | Intl Sel Div ETF | 464288448 | $2.4K | 105,300 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.4K | 12,029 | 0.0% |
| Waste Mgmt Inc Del(WM) | COM | 94106L109 | $2.6K | 27,800 | 0.0% |
| First Tr Nas100 Eq Weighted(QQEW) | SHS | 337344105 | $2.6K | 42,150 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.7K | 70,284 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.7K | 82,950 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.7K | 50,686 | 0.0% |
| Ishares TR(IVW) | S&P 500 Grwt ETF | 464287309 | $2.7K | 16,518 | 0.0% |
| Visa Inc(V) | COM Cl A | 92826C839 | $2.8K | 17,142 | 0.0% |
| Ishares TR(ACWX) | MSCI ACWI Ex US | 464288240 | $2.8K | 74,900 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI Int-Finl | 81369Y605 | $2.9K | 136,941 | 0.0% |
| Ishares TR(IWM) | Russell 2000 ETF | 464287655 | $2.9K | 25,122 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI Int-Inds | 81369Y704 | $2.9K | 49,057 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $2.9K | 65,550 | 0.0% |
| Ishares TR(IGSB) | SH TR Crport ETF | 464288646 | $3.0K | 57,640 | 0.0% |
| Ishares TR(IWF) | Rus 1000 Grw ETF | 464287614 | $3.2K | 21,098 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $3.2K | 40,438 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.5K | 65,289 | 0.0% |
| Spdr Dow Jones Indl Avg ETF(DIA) | UT Ser 1 | 78467X109 | $3.5K | 16,099 | 0.0% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $4.0K | 33,416 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.1K | 31,019 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $4.1K | 142,329 | 0.0% |
| Ishares TR(IJR) | Core S&P SCP ETF | 464287804 | $4.2K | 74,250 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $4.4K | 39,892 | 0.0% |
| First TR Exchange Traded Fd(FDN) | DJ Internt IDX | 33733E302 | $4.5K | 36,313 | 0.0% |
| PepsiCo Inc(PEP) | COM | 713448108 | $5.1K | 42,126 | 0.0% |
| Ishares Gold Trust(IAUUSD) | Ishares | 464285105 | $5.1K | 341,150 | 0.0% |
| Spdr Ser TR(CWB) | Blmbrg Brc Int | 78464A359 | $5.3K | 110,918 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $5.6K | 181,724 | 0.0% |
| Ishares TR(HDV) | Core High Dv ETF | 46429B663 | $5.9K | 82,288 | 0.0% |
| Eli Lilly & Company(LLY) | COM | 532457108 | $6.1K | 43,710 | 0.0% |
| Ishares TR(IBB) | NASDAQ Biotech | 464287556 | $6.2K | 57,438 | 0.0% |