Q3 2020 Holdings
Filed 2020-11-09 | 287 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Prudential Finl Inc(PRU) | COM | 744320102 | $2.3K | 36,309 | 0.1% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $2.3K | 6,309 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $2.4K | 8,294 | 0.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.4K | 14,238 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $2.4K | 17,914 | 0.1% |
| Ishares TR(IFGL) | INTL DEV RE ETF | 464288489 | $2.4K | 99,220 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $2.5K | 89,910 | 0.1% |
| Paychex Inc(PAYX) | COM | 704326107 | $2.5K | 28,485 | 0.1% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $2.5K | 39,609 | 0.1% |
| Diageo PLC(DGED) | SPON ADR NEW | 25243Q205 | $2.5K | 18,282 | 0.1% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.5K | 81,233 | 0.1% |
| Ishares TR(EFAV) | MSCI EAFE MIN VL | 46429B689 | $2.5K | 36,558 | 0.1% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $2.6K | 47,945 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.6K | 79,478 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $2.6K | 7,308 | 0.1% |
| Invesco Exch TRD SLF IDX FD(BSCK) | BULSHS 2020 CB | 46138J502 | $2.7K | 129,343 | 0.1% |
| Invesco Exch TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | $2.9K | 132,382 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.9K | 49,725 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $3.0K | 26,050 | 0.2% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $3.1K | 55,389 | 0.2% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $3.1K | 11,340 | 0.2% |
| M & T BK Corp(MTB) | COM | 55261F104 | $3.3K | 33,176 | 0.2% |
| Oracle Corp(ORCL) | COM | 68389X105 | $3.3K | 57,888 | 0.2% |
| Invesco Exch TRD SLF IDX FD(BSJK) | BULSHS 2020 HY | 46138J601 | $3.3K | 142,711 | 0.2% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $3.4K | 61,064 | 0.2% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $3.4K | 12,937 | 0.2% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $3.4K | 66,504 | 0.2% |
| Abbott Labs(ABT) | COM | 002824100 | $3.4K | 29,482 | 0.2% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $3.6K | 34,624 | 0.2% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $3.6K | 44,420 | 0.2% |
| BK of America Corp(BAC) | COM | 060505104 | $3.7K | 151,720 | 0.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $3.7K | 83,159 | 0.2% |
| 3M Co(MMM) | COM | 88579Y101 | $3.7K | 22,871 | 0.2% |
| Invesco Exch TRD SLF IDX FD(BSCMUSD) | BULSHS 2022 CB | 46138J882 | $3.8K | 173,385 | 0.2% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $3.8K | 22,671 | 0.2% |
| Spdr SER TR(XBI) | S&P BIOTECH | 78464A870 | $3.8K | 31,765 | 0.2% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $3.9K | 20,471 | 0.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.9K | 10,192 | 0.2% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $3.9K | 21,380 | 0.2% |
| Invesco Exch TRD SLF IDX FD(2671931D) | BULSHS 2021 CB | 46138J700 | $4.0K | 186,281 | 0.2% |
| CVS Health Corp(CVS) | COM | 126650100 | $4.1K | 62,537 | 0.2% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $4.1K | 14,074 | 0.2% |
| Lowes COS Inc(LOW) | COM | 548661107 | $4.2K | 24,639 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $4.4K | 61,817 | 0.2% |
| Unilever PLC | SPON ADR NEW | 904767704 | $4.5K | 73,068 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $4.6K | 125,101 | 0.2% |
| Linde PLC(LIN) | SHS | G5494J103 | $4.9K | 19,538 | 0.3% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $5.1K | 42,305 | 0.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $5.6K | 73,221 | 0.3% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $5.6K | 70,187 | 0.3% |