Q2 2023 Holdings
Filed 2023-08-08 | 1379 holdings | $34.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moodys Corp(MCO) | COM | 615369105 | $978 | 2,810 | 0.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $997 | 10,188 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $1.0K | 7,303 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $1.0K | 10,447 | 0.0% |
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $1.0K | 15,490 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.0K | 5,370 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.0K | 3,812 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.1K | 11,621 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $1.1K | 4,415 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $1.1K | 5,455 | 0.0% |
| TE Connectivity LTD(TEL) | SHS | H84989104 | $1.1K | 7,797 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $1.1K | 5,678 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $1.2K | 6,820 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $1.2K | 4,627 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.2K | 1,417 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $1.3K | 6,643 | 0.0% |
| Wesbanco Inc(WSBC) | COM | 950810101 | $1.3K | 49,152 | 0.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $1.3K | 23,003 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $1.3K | 10,647 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.4K | 40,466 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.4K | 13,577 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $1.4K | 4,853 | 0.0% |
| Bank America Corp(BAC) | COM | 060505104 | $1.4K | 48,743 | 0.0% |
| Ishares Inc(EZU) | MSCI EURZONE ETF | 464286608 | $1.4K | 30,742 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.4K | 23,430 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.4K | 5,802 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $1.4K | 22,538 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.5K | 21,242 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $1.6K | 45,981 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.6K | 41,999 | 0.0% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $1.6K | 10,580 | 0.0% |
| Proshares TR | ULTRAPRO SHT QQQ | 74347G432 | $1.6K | 86,000 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $1.7K | 23,279 | 0.0% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $1.7K | 6,842 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $1.7K | 5,572 | 0.0% |
| Barclays Bank PLC | IPTH SR B S&P | 06748F324 | $1.7K | 69,750 | 0.0% |
| General Electric Co(GE) | COM NEW | 369604301 | $1.8K | 16,655 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $1.9K | 10,263 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $1.9K | 21,029 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.9K | 39,378 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $1.9K | 22,901 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.9K | 8,507 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $2.0K | 4,248 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.0K | 47,390 | 0.0% |
| Linde PLC(LIN) | SHS | G54950103 | $2.0K | 5,202 | 0.0% |
| Vanguard Scottsdale FDS(VTHR) | VNG RUS3000IDX | 92206C599 | $2.0K | 10,148 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $2.3K | 5,617 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $2.3K | 14,594 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $2.4K | 21,580 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $2.4K | 11,610 | 0.0% |