Q1 2019 Holdings
Filed 2019-05-14 | 315 holdings | $11.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Index SHS FDS(RWX) | DJ INTL RL ETF | 78463X863 | $913 | 23,248 | 0.0% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $913 | 14,445 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $943 | 6,037 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $985 | 8,947 | 0.0% |
| Intl Paper Co(IP) | COM | 460146103 | $988 | 21,344 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $1.0K | 11,431 | 0.0% |
| Cathay GEN Bancorp(CATY) | COM | 149150104 | $1.0K | 30,757 | 0.0% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $1.0K | 12,017 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $1.1K | 2,446 | 0.0% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $1.1K | 32,813 | 0.0% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $1.1K | 21,669 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.1K | 919 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.1K | 5,707 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.1K | 25,586 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.2K | 24,555 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $1.2K | 18,044 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.2K | 11,848 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.2K | 8,603 | 0.0% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $1.2K | 23,585 | 0.0% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $1.3K | 28,778 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.3K | 41,476 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $1.3K | 22,908 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $1.3K | 7,370 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.3K | 6,431 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.3K | 4,780 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $1.4K | 35,154 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $1.4K | 10,540 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.5K | 28,109 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.5K | 17,662 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $1.5K | 3,859 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.5K | 7,989 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.5K | 12,493 | 0.0% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $1.5K | 9,278 | 0.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.6K | 22,594 | 0.0% |
| Dover Corp(DOV) | COM | 260003108 | $1.6K | 16,895 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.6K | 9,580 | 0.0% |
| Akoustis Technologies Inc(AKTSQ) | COM | 00973N102 | $1.6K | 279,987 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $1.7K | 11,723 | 0.0% |
| W P Carey Inc(WPC) | COM | 92936U109 | $1.9K | $23,799 | 0.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $2.0K | 44,161 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.0K | 1,678 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $2.3K | 25,618 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $2.3K | 7,294 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.3K | 18,421 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.3K | 7,649 | 0.0% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $2.3K | 68,183 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $2.5K | 9,494 | 0.0% |
| Nushares ETF TR(NUSC) | NUVEEN ESG SMLCP | 67092P607 | $2.5K | 87,667 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.6K | 17,340 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $2.6K | 25,237 | 0.0% |