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 |
|---|---|---|---|---|---|
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $1.1K | 24,533 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.1K | 7,757 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.1K | 13,272 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.2K | 14,697 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $1.2K | 45,186 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.3K | 24,902 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.4K | 13,724 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $1.6K | 15,989 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.6K | 5,537 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.6K | 14,492 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.7K | 32,551 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.8K | 10,641 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $1.9K | 10,536 | 0.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $2.4K | 37,068 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.7K | 23,082 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.7K | 9,688 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $4.1K | 21,624 | 0.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $546.0K | 6,779 | 13.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $916.0K | 5,023 | 22.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.2M | 22,909 | 30.4% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $1.3M | 52,674 | 31.9% |