Q2 2018 Holdings
Filed 2018-08-14 | 381 holdings | $20.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Merck & Co Inc(MRK) | COM | 58933Y105 | $2.2K | 36,205 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.4K | 17,390 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $2.4K | 28,061 | 0.0% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $2.5K | 76,883 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.5K | 36,765 | 0.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $2.5K | 27,838 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.5K | 15,896 | 0.0% |
| Spdr Series Trust(BWX) | BLOMBERG INTL TR | 78464A516 | $2.5K | 89,774 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $2.5K | 33,533 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $2.5K | 14,998 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $2.5K | 61,650 | 0.0% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $2.6K | 32,337 | 0.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $2.6K | 33,522 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $2.7K | 27,394 | 0.0% |
| Evergy Inc(EVRG) | COM | 30034W106 | $2.7K | 47,796 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $2.7K | 13,840 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $2.7K | 55,257 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.8K | 34,290 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.9K | 10,436 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $3.0K | 8,921 | 0.0% |
| First TR Exchange Traded FD(EMLP) | NO AMER ENERGY | 33738D101 | $3.0K | 129,682 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $3.1K | 46,724 | 0.0% |
| Schwab Strategic TR(SCHR) | INTRM TRM TRES | 808524854 | $3.1K | 60,029 | 0.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.3K | 60,486 | 0.0% |
| Synchrony Finl(SYF) | COM | 87165B103 | $3.4K | 102,806 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $3.5K | 27,375 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $3.5K | 17,942 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.6K | 2,118 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $3.8K | 17,024 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $3.9K | 65,563 | 0.0% |
| JP Morgan Exchange Traded FD(BBHY) | DCPLND HG YLD | 46641Q878 | $3.9K | 79,575 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $4.1K | 82,957 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.2K | 25,434 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $4.3K | 133,615 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.4K | 90,580 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $4.4K | 21,385 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $4.4K | 55,675 | 0.0% |
| Schwab Strategic TR(FNDA) | SCHWAB FDT US SC | 808524763 | $4.4K | 111,164 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $4.5K | 42,759 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $4.5K | 81,099 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.8K | 36,395 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $4.9K | 24,892 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $4.9K | 74,898 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.1K | 41,975 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.2K | 26,577 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $5.2K | 62,744 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $5.2K | 104,627 | 0.0% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $5.3K | 52,043 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $5.3K | 48,891 | 0.0% |
| JP Morgan Exchange Traded FD(JPME) | DIVERSFED RTRN | 46641Q886 | $5.4K | 82,871 | 0.0% |