Q4 2018 Holdings
Filed 2019-02-13 | 147 holdings | $9.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $553 | 20,362 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $567 | 11,966 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $607 | 6,424 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $622 | 5,721 | 0.0% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $629 | 5,249 | 0.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $630 | 4,779 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $639 | 4,842 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $645 | 14,106 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $648 | 2,591 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $652 | 9,761 | 0.0% |
| General Dynamics Corp(GD) | COM | 369550108 | $693 | 4,407 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $696 | 4,314 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $696 | 10,524 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $705 | 14,284 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $709 | 12,607 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $711 | 11,913 | 0.0% |
| Simon Ppty Group Inc New(SPG) | COM | 828806109 | $746 | 4,442 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $752 | 5,737 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $760 | 18,996 | 0.0% |
| Ford MTR Co del(F) | COM PAR $0.01 | 345370860 | $784 | 102,457 | 0.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $791 | 10,355 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $826 | 11,582 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $831 | 8,507 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $840 | 3,140 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $858 | 18,284 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $918 | 3 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $996 | 7,416 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.0K | 2,608 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.0K | 11,106 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.1K | 1,015 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $1.1K | 6,774 | 0.0% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $1.2K | 39,722 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.2K | 42,240 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.3K | 849 | 0.0% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $1.3K | 21,507 | 0.0% |
| Wisdomtree TR(AIVL) | US DIVID EX FNCL | 97717W406 | $1.4K | 18,166 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.4K | 32,119 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.4K | 11,142 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $1.4K | 4,777 | 0.0% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $1.5K | 29,834 | 0.0% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $1.5K | 13,042 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $1.5K | 13,404 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.5K | 13,898 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $1.6K | 12,415 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.7K | 9,468 | 0.0% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $1.8K | 36,411 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $1.8K | 34,738 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $1.9K | 59,640 | 0.0% |
| Netapp Inc(NTAP) | COM | 64110D104 | $1.9K | 31,906 | 0.0% |
| First TR Exchange Traded FD(EMLP) | NO AMER ENERGY | 33738D101 | $1.9K | 89,164 | 0.0% |