Q2 2018 Holdings
Filed 2018-08-03 | 115 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kimco Rlty Corp(KIM) | COM | 49446R109 | $174 | 10,244 | 0.0% |
| Capstar Finl Hldgs Inc(CSTRUSD) | COM | 14070T102 | $185 | 10,000 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $201 | 1,655 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $214 | 4,130 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $216 | 1,100 | 0.0% |
| Federal Realty Invt TR(FRTEUR) | SH BEN INT NEW | 313747206 | $220 | 1,738 | 0.0% |
| Regency Ctrs Corp(REG) | COM | 758849103 | $221 | 3,562 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $223 | 2,130 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $233 | 3,476 | 0.0% |
| SL Green Rlty Corp | COM | 78440X101 | $239 | 2,379 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $247 | 2,900 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $247 | 3,795 | 0.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $247 | 3,947 | 0.0% |
| Duke Realty Corp(DREUSD) | COM NEW | 264411505 | $249 | 8,561 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $251 | 525 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $253 | 3,842 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $256 | 2,540 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $282 | 1 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $289 | 3,205 | 0.0% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $301 | 2,388 | 0.0% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $307 | 4,149 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $311 | 2,560 | 0.0% |
| Extra Space Storage Inc(EXR) | COM | 30225T102 | $347 | 3,473 | 0.0% |
| Realty Income Corp(O) | COM | 756109104 | $355 | 6,596 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $357 | 4,486 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $359 | 2,712 | 0.0% |
| Cigna Corporation | COM | 125509109 | $363 | 2,133 | 0.0% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $365 | 3,653 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $371 | 1,359 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $377 | 2,260 | 0.0% |
| Essex Ppty TR Inc(ESS) | COM | 297178105 | $379 | 1,587 | 0.0% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $408 | 19,371 | 0.0% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $415 | 2,883 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $428 | 2,716 | 0.0% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $440 | 14,838 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $449 | 2,283 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $450 | 4,319 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $465 | 5,568 | 0.0% |
| Boston Properties Inc(BXP) | COM | 101121101 | $466 | 3,714 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $519 | 3,336 | 0.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $527 | 10,147 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $527 | 12,168 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $529 | 3,375 | 0.0% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $549 | 4,924 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $553 | 4,074 | 0.0% |
| Equity Residential(EQR) | SH BEN INT | 29476L107 | $563 | 8,840 | 0.0% |
| Avalonbay Cmntys Inc(AVB) | COM | 053484101 | $571 | 3,323 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $580 | 3,542 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $592 | 11,909 | 0.0% |
| PG&E Corp(PCG) | COM | 69331C108 | $625 | 14,677 | 0.0% |