Q1 2020 Holdings
Filed 2020-05-13 | 155 holdings | $49.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oracle Corp(ORCL) | COM | 68389X105 | $487 | 10,074 | 0.0% |
| Weyerhaeuser Co(WY) | COM | 962166104 | $499 | 29,430 | 0.0% |
| BP PLC SP ADR(BP) | OTH | 055622104 | $507 | 20,797 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $562 | 18,000 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $565 | 4,422 | 0.0% |
| Zoom Video Communications Inc(ZM) | COM | 98980L101 | $629 | 4,305 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | OTH | 78462F103 | $634 | 2,460 | 0.0% |
| General Mills Inc(GIS) | COM | 370334104 | $665 | 12,602 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $683 | 10,395 | 0.0% |
| International Flavors & Fragra(IFF) | COM | 459506101 | $703 | 6,887 | 0.0% |
| Vanguard Short Term Infl Prot(VTIP) | OTH | 922020805 | $740 | 15,190 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $757 | 16,594 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $758 | 13,601 | 0.0% |
| Estee Lauder COS Inc CL A(EL) | COM | 518439104 | $982 | 6,160 | 0.0% |
| Vanguard Real Estate ETF(VNQ) | OTH | 922908553 | $1.1K | 15,260 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $1.2K | 8,403 | 0.0% |
| Emerson Electric Co(EMR) | COM | 291011104 | $1.2K | 24,669 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.2K | 40,383 | 0.0% |
| Cambridge Bancorp | COM | 132152109 | $1.3K | 24,174 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.3K | 6,593 | 0.0% |
| Unilever NV NY(UNUSD) | COM | 904784709 | $1.4K | 28,468 | 0.0% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $1.4K | 10,279 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $1.5K | 10,594 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $1.6K | 3,423 | 0.0% |
| Ishares Core S&P 500 ETF(IVV) | OTH | 464287200 | $1.6K | 6,092 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $1.8K | 15,266 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.8K | 34,367 | 0.0% |
| Coca-Cola Co(KO) | COM | 191216100 | $2.0K | 44,587 | 0.0% |
| Eaton Vance Corp NON VTG(EVEUR) | COM | 278265103 | $2.1K | 64,430 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.7K | 14,695 | 0.0% |
| Brown Forman Corp CL B(BF/B) | COM | 115637209 | $2.8K | 50,807 | 0.0% |
| Ishares Msci Eafe ETF(EFA) | OTH | 464287465 | $2.8K | 52,918 | 0.0% |
| Boston Private Financial Holdi(BPFH) | COM | 101119105 | $2.9K | 404,039 | 0.0% |
| Ishares Msci Emerg MKT ETF(EEM) | OTH | 464287234 | $2.9K | 85,752 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $3.1K | 53,272 | 0.0% |
| Mondelez Intl Inc CL A(MDLZ) | COM | 609207105 | $3.4K | 68,857 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $3.6K | 18,006 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.6K | 66,475 | 0.0% |
| Novartis AG SP ADR(NVSN) | OTH | 66987V109 | $3.8K | 45,980 | 0.0% |
| Blackstone Group Inc CL A(BX) | COM | 09260D107 | $3.9K | 84,848 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $4.0K | 60,234 | 0.0% |
| Mastercard Incorporated CL A(MA) | COM | 57636Q104 | $4.2K | 17,590 | 0.0% |
| Amcor PLC(AMCR) | COM | G0250X107 | $4.3K | 535,255 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $4.5K | 211,652 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $4.8K | 147,345 | 0.0% |
| Vanguard Small Cap ETF(VB) | OTH | 922908751 | $5.0K | 43,362 | 0.0% |
| Vanguard Mid Cap ETF(VO) | OTH | 922908629 | $5.0K | 38,113 | 0.0% |
| United Parcel Service Inc CL B(UPS) | COM | 911312106 | $5.1K | 54,349 | 0.0% |
| Vanguard All World Ex-US ETF(VEU) | OTH | 922042775 | $5.2K | 126,616 | 0.0% |
| Vanguard Ftse DEV MKT ETF(VEA) | OTH | 921943858 | $5.2K | 155,846 | 0.0% |