Q2 2019 Holdings
Filed 2019-07-15 | 141 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbott Labs(ABT) | COM | 002824100 | $395 | 4,691 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $397 | 2,915 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $406 | 2,090 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $410 | 12,764 | 0.0% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $410 | 15,894 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $410 | 1,972 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $412 | 3,382 | 0.0% |
| Spdr Series Trust(SHM) | NUVEEN BLMBRG SR | 78468R739 | $417 | 8,524 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $419 | 2,169 | 0.0% |
| AON PLC(AON) | SHS CL A | G0408V102 | $420 | 2,178 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $420 | 1,155 | 0.0% |
| Spdr Series Trust(PSK) | WELLS FG PFD ETF | 78464A292 | $424 | 9,820 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $465 | 10,736 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $520 | 481 | 0.0% |
| Ishares TR(HEWJ) | HDG MSCI JAPAN | 46434V886 | $553 | 18,225 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $558 | 14,045 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $559 | 6,665 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $588 | 7,734 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $591 | 4,507 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $593 | 13,933 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $594 | 17,738 | 0.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $604 | 5,989 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $605 | 1,661 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $621 | 13,117 | 0.0% |
| Ishares TR | IBONDS DEC23 ETF | 46434VAX8 | $637 | 25,085 | 0.0% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $638 | 5,537 | 0.0% |
| Ishares TR | IBONDS DEC20 ETF | 46434VAQ3 | $642 | 25,345 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $645 | 16,530 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $675 | 3,663 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $690 | 637 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $728 | 4,434 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $733 | 1,600 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $766 | 3,592 | 0.0% |
| Krystal Biotech Inc(KRYS) | COM | 501147102 | $782 | 19,409 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $824 | 17,214 | 0.0% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $870 | 25,598 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $877 | 6,582 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $881 | 8,036 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $895 | 8,005 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $942 | 7,573 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $964 | 509 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $969 | 12,643 | 0.0% |
| Ishares TR | IBONDS MAR20 ETF | 46432FBC0 | $983 | 37,654 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $997 | 5,746 | 0.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.0K | 18,253 | 0.1% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.0K | 18,011 | 0.1% |
| Ishares TR(CRBN) | MSCI LW CRB TG | 46434V464 | $1.0K | 8,637 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.1K | 3,633 | 0.1% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $1.1K | 21,156 | 0.1% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $1.2K | 31,453 | 0.1% |