Q1 2019 Holdings
Filed 2019-05-08 | 301 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Deere & Co(DE) | COM | 244199105 | $1.4K | 8,696 | 0.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $1.4K | 14,133 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.5K | 7,549 | 0.0% |
| Ishares TR | IBONDS DEC2021 | 46435G789 | $1.5K | 58,430 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.5K | 12,909 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $1.6K | 7,120 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.6K | 11,119 | 0.0% |
| Heritage INS Hldgs Inc(HRTG) | COM | 42727J102 | $1.6K | 110,812 | 0.0% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.6K | 14,646 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $1.6K | 63,889 | 0.0% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $1.6K | 15,001 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.7K | 5,506 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.7K | 11,685 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.8K | 26,025 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.9K | 16,784 | 0.0% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $1.9K | 31,390 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $1.9K | 21,517 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.0K | 17,704 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $2.0K | 23,312 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $2.0K | 41,496 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.0K | 1,723 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $2.0K | 38,226 | 0.0% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $2.1K | 12,361 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $2.1K | 26,796 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $2.2K | 12,397 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $2.3K | 17,185 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $2.4K | 24,957 | 0.0% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $2.5K | 88,637 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.5K | 44,135 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $2.6K | 70,291 | 0.0% |
| Black Hills Corp(BKH) | COM | 092113109 | $2.6K | 35,322 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $2.6K | 15,831 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $2.9K | 27,183 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $3.0K | 15,736 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $3.0K | 15,235 | 0.0% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $3.0K | 28,294 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $3.0K | 27,264 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $3.0K | 30,097 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $3.1K | 66,080 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $3.1K | 25,330 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $3.1K | 25,468 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.2K | 20,609 | 0.0% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $3.4K | 31,516 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $3.4K | 71,105 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $3.5K | 42,354 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.6K | 32,997 | 0.0% |
| Spdr Series Trust(HYMB) | NUV HGHYLD MUN | 78464A284 | $3.6K | 63,389 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $3.8K | 89,083 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $3.8K | 18,422 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $3.8K | 19,164 | 0.0% |