Q1 2019 Holdings
Filed 2019-04-08 | 121 holdings | $4.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(MBB) | MBS ETF | 464288588 | $376 | 3,540 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $381 | 3,476 | 0.0% |
| Invesco Exchange Traded FD T(RSPH) | S&P500 EQL HLT | 46137V332 | $388 | 1,968 | 0.0% |
| JP Morgan Exchange Traded FD(JPIN) | DIV RTN INT EQ | 46641Q209 | $389 | 7,044 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $389 | 4,863 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $396 | 3,595 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $404 | 7,820 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $410 | 2,041 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $415 | 5,199 | 0.0% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $422 | 3,957 | 0.0% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $426 | 7,240 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $437 | 3,908 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $441 | 5,073 | 0.0% |
| First TR Morningstar DIV LEA(FDL) | SHS | 336917109 | $443 | 14,683 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $443 | 2,787 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $445 | 4,281 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $459 | 2,664 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $460 | 5,574 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $472 | 4,247 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $481 | 11,727 | 0.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $489 | 11,147 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $519 | 4,358 | 0.0% |
| Alps ETF TR(AMLPUSD) | ALERIAN MLP | 00162Q866 | $525 | 52,324 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $527 | 2,030 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $547 | 465 | 0.0% |
| Invesco Exchange Traded FD T(RSPT) | S&P500 EQL TEC | 46137V282 | $547 | 3,214 | 0.0% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $573 | 11,325 | 0.0% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $573 | 46,311 | 0.0% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $589 | 11,397 | 0.0% |
| Spdr Index SHS FDS(DWX) | S&P INTL ETF | 78463X772 | $591 | 15,547 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $605 | 4,466 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $619 | 14,576 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $630 | 20,086 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $641 | 4,187 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $660 | 11,159 | 0.0% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $682 | 11,740 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $686 | 3,573 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $709 | 398 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $724 | 15,310 | 0.0% |
| Royal Dutch Shell PLC(RDS/A) | SPONS ADR A | 780259206 | $740 | 11,815 | 0.0% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $754 | 21,880 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $811 | 2,341 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $821 | 14,095 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $857 | 7,024 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $905 | 4,780 | 0.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $914 | 15,704 | 0.0% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $970 | 7,672 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $996 | 8,087 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.0K | 9,793 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.0K | 24,621 | 0.0% |