Q1 2018 Holdings
Filed 2018-04-13 | 118 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kimco Rlty Corp(KIM) | COM | 49446R109 | $157 | 10,896 | 0.0% |
| Capstar Finl Hldgs Inc(CSTRUSD) | COM | 14070T102 | $188 | 10,000 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $202 | 3,246 | 0.0% |
| Federal Realty Invt TR(FRTEUR) | SH BEN INT NEW | 313747206 | $202 | 1,738 | 0.0% |
| Regency Ctrs Corp(REG) | COM | 758849103 | $210 | 3,562 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $212 | 1,655 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $215 | 2,166 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $217 | 525 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $221 | 2,202 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $221 | 3,176 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $224 | 2,900 | 0.0% |
| Duke Realty Corp(DREUSD) | COM NEW | 264411505 | $227 | 8,561 | 0.0% |
| SL Green Rlty Corp | COM | 78440X101 | $230 | 2,379 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $231 | 4,250 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $241 | 1,100 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $245 | 3,842 | 0.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $249 | 3,947 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $270 | 2,456 | 0.0% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $279 | 4,149 | 0.0% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $298 | 2,388 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $299 | 1 | 0.0% |
| Extra Space Storage Inc(EXR) | COM | 30225T102 | $303 | 3,473 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $306 | 4,599 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $314 | 2,615 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $320 | 3,205 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $324 | 2,711 | 0.0% |
| Realty Income Corp(O) | COM | 756109104 | $341 | 6,596 | 0.0% |
| Cigna Corporation | COM | 125509109 | $358 | 2,133 | 0.0% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $361 | 19,371 | 0.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $364 | 4,351 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $369 | 2,391 | 0.0% |
| Essex Ppty TR Inc(ESS) | COM | 297178105 | $382 | 1,587 | 0.0% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $385 | 2,842 | 0.0% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $397 | 4,258 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $399 | 2,280 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $402 | 2,460 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $406 | 5,125 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $436 | 1,645 | 0.0% |
| Boston Properties Inc(BXP) | COM | 101121101 | $458 | 3,714 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $472 | 5,568 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $475 | 4,319 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $487 | 3,318 | 0.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $489 | 9,676 | 0.0% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $519 | 4,924 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $539 | 3,552 | 0.0% |
| Equity Residential(EQR) | SH BEN INT | 29476L107 | $545 | 8,840 | 0.0% |
| Avalonbay Cmntys Inc(AVB) | COM | 053484101 | $547 | 3,323 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $579 | 3,704 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $584 | 12,103 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $618 | 11,863 | 0.0% |