Q2 2019 Holdings
Filed 2019-08-07 | 302 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $605 | 10,905 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $615 | 2,060 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $616 | 5,265 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $624 | 9,620 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $627 | 3,994 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $640 | 3,219 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $644 | 2,341 | 0.0% |
| Nushares ETF TR(NUMV) | NUVEEN ESG MIDVL | 67092P508 | $654 | 22,762 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $654 | 15,333 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $659 | 9,765 | 0.0% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $668 | 13,877 | 0.0% |
| Nushares ETF TR(NUBD) | NUVEEN ESG US | 67092P870 | $680 | 26,859 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $695 | 2,564 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $716 | 13,249 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $731 | 655 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $737 | 6,608 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $745 | 16,286 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $746 | 8,489 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $750 | 7,169 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $762 | 8,720 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $780 | 4,438 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $791 | 8,821 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $798 | 14,180 | 0.0% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $801 | 9,903 | 0.0% |
| Alps ETF TR(AMLPUSD) | ALERIAN MLP | 00162Q866 | $802 | 80,132 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $812 | 6,600 | 0.0% |
| Welltower Inc(WELL) | COM | 95040Q104 | $826 | 9,684 | 0.0% |
| Ishares TR | IBONDS SEP2020 | 46434V571 | $830 | 32,503 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $850 | 5,304 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $854 | 4,103 | 0.0% |
| Conocophillips(COP) | COM | 20825C104 | $855 | 14,277 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $856 | 4,500 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $857 | 5,222 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $874 | 5,631 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $875 | 4,803 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $898 | 9,257 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $923 | 2,453 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $953 | 8,152 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $957 | 8,535 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $973 | 5,868 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $978 | 9,600 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $985 | 14,976 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $986 | 16,567 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.0K | 4,045 | 0.0% |
| Nushares ETF TR(NUDM) | NUVEEN ESG INTL | 67092P805 | $1.0K | 39,741 | 0.0% |
| Nushares ETF TR(NULG) | NUVEEN ESG LRGCP | 67092P201 | $1.0K | 27,725 | 0.0% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $1.1K | 31,076 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $1.1K | 9,359 | 0.0% |
| Intl Paper Co(IP) | COM | 460146103 | $1.1K | 24,859 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $1.1K | 10,756 | 0.0% |