Q2 2018 Holdings
Filed 2018-08-07 | 135 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Merck & Co Inc(MRK) | COM | 58933Y105 | $982 | 14,909 | 0.1% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $990 | 6,199 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $991 | 4,224 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $991 | 14,786 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.1K | 13,462 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.1K | 6,960 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.2K | 30,666 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.3K | 18,287 | 0.1% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $1.3K | 8,830 | 0.1% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $1.3K | 9,033 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.3K | 9,671 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.4K | 12,066 | 0.1% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.4K | 23,628 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.4K | 1,166 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.5K | 12,904 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $1.5K | 7,760 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.6K | 12,756 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $1.8K | 8,364 | 0.1% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $1.8K | 10,833 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.8K | 13,795 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.9K | 43,074 | 0.2% |
| Dowdupont Inc | COM | 26078J100 | $1.9K | 28,227 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.1K | 1,164 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.2K | 7,731 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $2.3K | 15,217 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $2.4K | 13,751 | 0.2% |
| Independent Bank Corp Mass(INDB) | COM | 453836108 | $2.5K | 28,740 | 0.2% |
| Ishares TR(IGSB) | 1 3 YR CR BD ETF | 464288646 | $2.9K | 27,748 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.9K | 27,305 | 0.2% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $3.1K | 32,016 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.4K | 20,793 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.4K | 41,470 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $4.2K | 26,699 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $5.5K | 28,700 | 0.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.1M | 12,420 | 91.5% |