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 |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $4.9K | 28,937 | 0.3% |
| Boeing Co(BA) | COM | 097023105 | $5.1K | 15,517 | 0.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.1K | 109,438 | 0.3% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $5.4K | 48,702 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $6.3K | 23,940 | 0.4% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $6.4K | 70,961 | 0.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $7.3K | 56,395 | 0.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $8.9K | 85,823 | 0.5% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $13.1K | 175,668 | 0.8% |
| Pfizer Inc(PFE) | COM | 717081103 | $14.0K | 393,223 | 0.8% |
| International Business Machs(IBM) | COM | 459200101 | $16.6K | 108,078 | 1.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $19.8K | 173,657 | 1.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $23.1K | 482,202 | 1.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $25.0K | 176,227 | 1.4% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $37.0K | 2,903,544 | 2.1% |
| DNP Select Income FD(DNP) | COM | 23325P104 | $139.0K | 13,563 | 8.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $218.0K | 5,088 | 12.6% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $1.1M | 14,025 | 63.1% |