Q1 2019 Holdings
Filed 2019-05-15 | 842 holdings | $16.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fidelity Comwlth TR(ONEQ) | NDQ CP IDX TRK | 315912808 | $961 | 3,174 | 0.0% |
| Ishares Inc | MSCI FRNTR100ETF | 464286145 | $962 | 33,808 | 0.0% |
| Spdr Series Trust(SLY) | S&P 600 SML CAP | 78464A813 | $979 | 14,684 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $983 | 13,094 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $1.0K | 10,621 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.0K | 9,002 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $1.0K | 8,147 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $1.0K | 9,122 | 0.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $1.0K | 11,103 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $1.0K | 5,460 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $1.0K | 11,128 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $1.1K | 13,082 | 0.0% |
| Realty Income Corp(O) | COM | 756109104 | $1.1K | 14,442 | 0.0% |
| Wisdomtree TR(WTMF) | FUTRE STRAT FD | 97717W125 | $1.1K | 27,323 | 0.0% |
| Fidelity(FSTA) | CONSMR STAPLES | 316092303 | $1.1K | 31,465 | 0.0% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $1.1K | 28,741 | 0.0% |
| Fidelity(FDMO) | MOMENTUM FACTR | 316092816 | $1.1K | 32,689 | 0.0% |
| Ishares TR(IYW) | U.S. TECH ETF | 464287721 | $1.1K | 5,803 | 0.0% |
| Pimco Dynamic Income FD(PDI) | SHS | 72201Y101 | $1.1K | 35,037 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $1.1K | 43,926 | 0.0% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $1.2K | 4,448 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $1.2K | 11,741 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $1.2K | 21,854 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.2K | 24,311 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.2K | 6,189 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $1.2K | 23,539 | 0.0% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.2K | 7,535 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.2K | 9,745 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.2K | 6,110 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.2K | 7,622 | 0.0% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $1.2K | 13,043 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.2K | 4,915 | 0.0% |
| OSI ETF TR(OUSAGBP) | OSHARS FTSE US | 67110P407 | $1.2K | 36,363 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $1.2K | 12,688 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.2K | 23,090 | 0.0% |
| Invesco Exchange Traded FD T(PGF) | FINL PFD ETF | 46137V621 | $1.3K | 68,480 | 0.0% |
| Alpha Architect ETF TR(QVAL) | US QUAN VALUE | 02072L102 | $1.3K | 44,577 | 0.0% |
| Spdr Series Trust(XTN) | S&P TRANSN ETF | 78464A532 | $1.3K | 21,219 | 0.0% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $1.3K | 10,144 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.3K | 6,202 | 0.0% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $1.3K | 16,870 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.3K | 17,081 | 0.0% |
| First TR Value Line Divid in(FVD) | SHS | 33734H106 | $1.3K | 40,480 | 0.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.3K | 16,612 | 0.0% |
| Putnam MUN Opportunities TR(PMO) | SH BEN INT | 746922103 | $1.3K | 107,999 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $1.3K | 8,352 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.3K | 8,724 | 0.0% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $1.3K | 15,900 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $1.4K | 14,298 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $1.4K | 23,816 | 0.0% |