Q4 2019 Holdings
Filed 2020-02-12 | 370 holdings | $38.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mcdonalds Corp(MCD) | COM | 580135101 | $7.0K | 35,294 | 0.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $7.0K | 116,566 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $7.0K | 29,005 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $7.3K | 48,761 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $7.3K | 47,830 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $7.4K | 31,280 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $7.4K | 28,400 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $7.4K | 121,125 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $7.5K | 27,953 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $7.6K | 63,385 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $7.6K | 33,567 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $7.8K | 53,807 | 0.0% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $7.9K | 57,343 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $8.0K | 87,442 | 0.0% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $8.2K | 28,678 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $8.3K | 34,255 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $8.4K | 43,343 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $8.5K | 62,424 | 0.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $8.6K | 314,405 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $8.6K | 149,237 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $8.8K | 32,083 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $8.9K | 30,115 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $9.1K | 151,570 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $9.5K | 163,142 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $9.6K | 137,833 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $9.8K | 85,677 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $9.8K | 47,685 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $10.5K | 67,570 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $10.7K | 241,930 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $10.7K | 175,918 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $10.8K | 21,400 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $11.3K | 104,030 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $11.6K | 39,228 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $11.9K | 65,610 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $11.9K | 89,911 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $12.0K | 43,953 | 0.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $12.2K | 60,680 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $13.2K | 9,828 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $13.5K | 93,445 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $13.5K | 76,417 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $13.6K | 133,790 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $13.6K | 117,688 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $14.5K | 63,170 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $14.7K | 90,392 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $15.0K | 50,179 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $15.4K | 457,158 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.7K | 9,042 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $16.8K | 89,427 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $17.0K | 80,876 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $18.1K | 61,764 | 0.0% |