Q4 2018 Holdings
Filed 2019-02-19 | 65 holdings | $9.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Procter and Gamble Co(PG) | COM | 742718109 | $1.9K | 20,610 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.9K | 7,549 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.2K | 50,934 | 0.0% |
| Nuveen Select TAX Free Incm(NXP) | SH BEN INT | 67062F100 | $2.5K | 179,385 | 0.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $2.6K | 54,489 | 0.0% |
| First TR Exchange Traded FD(TDIV) | NASD TECH DIV | 33738R118 | $3.0K | 89,295 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $3.2K | 31,877 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $4.2K | 53,558 | 0.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $4.5K | 74,617 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $4.7K | 20,613 | 0.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $5.4K | 190,939 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $24.6K | 411,864 | 0.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $293.0K | 6,752 | 3.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.6M | 17,299 | 17.2% |
| DBX ETF TR(DBEF) | XTRACK MSCI EAFE | 233051200 | $7.3M | 260,985 | 78.5% |