Q2 2020 Holdings
Filed 2020-07-31 | 389 holdings | $22.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $1.8K | 22,436 | 0.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $1.8K | 20,944 | 0.0% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $1.8K | 36,047 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.0K | 7,817 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.0K | 21,973 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $2.0K | 49,066 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $2.0K | 14,238 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $2.0K | 7,760 | 0.0% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $2.1K | 15,346 | 0.0% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $2.1K | 74,721 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $2.1K | 25,952 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $2.2K | 58,381 | 0.0% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $2.2K | 30,125 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $2.3K | 43,626 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.3K | 17,176 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.4K | 25,270 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $2.4K | 14,551 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.5K | 10,708 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $2.5K | 27,726 | 0.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $2.6K | 51,208 | 0.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $2.7K | 50,428 | 0.0% |
| J P Morgan Exchange-Traded F(JPMB) | USD EMRNG MKT | 46641Q746 | $2.7K | 56,446 | 0.0% |
| Proshares TR(NOBL) | S&P 500 DV ARIST | 74348A467 | $2.8K | 41,122 | 0.0% |
| Indexiq ETF TR(QAI) | HEDGE MLTI ETF | 45409B107 | $2.8K | 91,480 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.8K | 62,941 | 0.0% |
| Innovator Etfs TR(PDEC) | S&P 500 PWR BU | 45782C540 | $2.9K | 108,005 | 0.0% |
| Vanguard Tax-Managed FDS(VEA) | FTSE DEV MKT ETF | 921943858 | $2.9K | 74,215 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $2.9K | 95,948 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $2.9K | 24,351 | 0.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $2.9K | 17,489 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $3.0K | 67,147 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.1K | 51,007 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.2K | 16,523 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $3.3K | 32,130 | 0.0% |
| Townebank Portsmouth VA(TOWN) | COM | 89214P109 | $3.4K | 177,819 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.7K | 54,447 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCQ) | BULSHS 2026 CB | 46138J791 | $3.7K | 173,471 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $3.7K | 14 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.8K | 2,674 | 0.0% |
| SSgA Active ETF TR(TOTL) | SPDR TR TACTIC | 78467V848 | $3.9K | 79,230 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.0K | 25,551 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $4.0K | 135,081 | 0.0% |
| Kellogg Co(KEL) | COM | 487836108 | $4.0K | 61,084 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCR) | BULSHS 2027 CB | 46138J783 | $4.4K | 202,378 | 0.0% |
| Armada Hoffler Pptys Inc(AHH) | COM | 04208T108 | $4.5K | 447,198 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $4.5K | 132,100 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $4.5K | 115,843 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $4.7K | 143,389 | 0.0% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $4.9K | 11,565 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $5.0K | 43,975 | 0.0% |