Q4 2020 Holdings
Filed 2021-02-10 | 507 holdings | $46.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| S&P Global Inc(SPGI) | COM | 78409V104 | $668 | 2,033 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $692 | 2,412 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $696 | 2 | 0.0% |
| Diageo PLC(DGED) | SPON ADR NEW | 25243Q205 | $711 | 4,478 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $718 | 2,671 | 0.0% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $730 | 11,750 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $744 | 17,526 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $744 | 3,350 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $770 | 11,016 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $783 | 4,298 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $793 | 1,810 | 0.0% |
| AES Corp(AES) | COM | 00130H105 | $796 | 33,875 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $808 | 15,415 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $809 | 989 | 0.0% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $822 | 12,106 | 0.0% |
| Peoples United Financial Inc(PBCTEUR) | COM | 712704105 | $823 | 63,671 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $825 | 3,894 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $835 | 20,941 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $837 | 28,394 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $851 | 6,316 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $852 | 10,025 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $881 | 17,583 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $884 | 12,905 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $886 | 7,565 | 0.0% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $890 | 8,166 | 0.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $892 | 13,226 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $953 | 6,257 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $961 | 549 | 0.0% |
| International Paper Co(IP) | COM | 460146103 | $971 | 19,533 | 0.0% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $976 | 13,718 | 0.0% |
| State STR Corp(STT) | COM | 857477103 | $976 | 13,407 | 0.0% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $981 | 54,085 | 0.0% |
| Select Sector Spdr TR(XLRE) | RL EST SEL SEC | 81369Y860 | $1.0K | 27,360 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $1.1K | 48,164 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $1.1K | 11,676 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $1.1K | 9,402 | 0.0% |
| Church & Dwight Inc(CHD) | COM | 171340102 | $1.1K | 13,168 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.2K | 13,467 | 0.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $1.2K | 12,000 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $1.2K | 14,357 | 0.0% |
| Parker-Hannifin Corp(PH) | COM | 701094104 | $1.2K | 4,366 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.2K | 5,367 | 0.0% |
| Mccormick & Co Inc(MKC) | COM NON VTG | 579780206 | $1.2K | 12,791 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.2K | 19,391 | 0.0% |
| Amphenol Corp New(APH) | CL A | 032095101 | $1.2K | 9,486 | 0.0% |
| Select Sector Spdr TR(XLB) | SBI MATERIALS | 81369Y100 | $1.3K | 17,584 | 0.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $1.3K | 11,236 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $1.3K | 3,641 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $1.3K | 15,113 | 0.0% |
| DOW Inc(DOW) | COM | 260557103 | $1.3K | 23,625 | 0.0% |