Q4 2017 Holdings
Filed 2018-02-09 | 115 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boeing Co(BA) | COM | 097023105 | $5.1K | 17,423 | 0.3% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $5.5K | 47,503 | 0.3% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $6.5K | 70,317 | 0.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.9K | 64,898 | 0.4% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $8.7K | 55,046 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $10.2K | 121,781 | 0.5% |
| Pfizer Inc(PFE) | COM | 717081103 | $13.9K | 382,879 | 0.7% |
| International Business Machs(IBM) | COM | 459200101 | $16.0K | 103,991 | 0.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $23.6K | 167,823 | 1.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $24.0K | 192,092 | 1.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $24.9K | 471,003 | 1.3% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $34.0K | 2,714,577 | 1.7% |
| DNP Select Income FD(DNP) | COM | 23325P104 | $193.0K | 17,907 | 9.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $299.0K | 7,807 | 15.2% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $1.2M | 14,201 | 61.2% |