Q1 2020 Holdings
Filed 2020-04-27 | 276 holdings | $11.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $799 | 687 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $833 | 9,680 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $864 | 25,141 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $881 | 6,446 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $906 | 3,750 | 0.0% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $918 | 8,368 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $921 | 17,808 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $949 | 10,059 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $989 | 6,309 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.1K | 2,799 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $1.1K | 6,456 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.1K | 5,323 | 0.0% |
| Nushares ETF TR(NULG) | NUVEEN ESG LRGCP | 67092P201 | $1.1K | 31,423 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $1.1K | 13,995 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.1K | 9,068 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $1.2K | 6,574 | 0.0% |
| Heritage INS Hldgs Inc(HRTG) | COM | 42727J102 | $1.2K | 110,812 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.2K | 4,515 | 0.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $1.2K | 28,509 | 0.0% |
| Ishares TR | IBONDS DEC2023 | 46435G318 | $1.2K | 47,483 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.2K | 36,215 | 0.0% |
| Ishares TR | IBONDS DEC2021 | 46435G789 | $1.3K | 49,449 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $1.3K | 9,219 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.3K | 7,711 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.3K | 15,975 | 0.0% |
| Ishares TR | IBONDS DEC2022 | 46435G755 | $1.3K | 51,369 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $1.3K | 25,378 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $1.4K | 19,122 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.4K | 15,261 | 0.0% |
| Intl Paper Co(IP) | COM | 460146103 | $1.4K | 43,824 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.4K | 14,610 | 0.0% |
| Alps ETF TR(IDOG) | INTL SEC DV DOG | 00162Q718 | $1.4K | 72,539 | 0.0% |
| Nushares ETF TR(NUDM) | NUVEEN ESG INTL | 67092P805 | $1.4K | 68,404 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.4K | 5,793 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.5K | 15,179 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.5K | 21,679 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.5K | 25,268 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.5K | 25,036 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.5K | 11,962 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.5K | 45,958 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.6K | 3,545 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $1.6K | 40,452 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $1.6K | 20,233 | 0.0% |
| Nushares ETF TR(NULV) | NUVEEN ESG LRGVL | 67092P300 | $1.7K | 68,124 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.7K | 7,094 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $1.7K | 17,439 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $1.8K | 15,087 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.9K | 19,841 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.9K | 13,606 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.9K | 67,651 | 0.0% |