Q2 2019 Holdings
Filed 2019-08-02 | 127 holdings | $7.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eastman Chemical Co(EMN) | COM | 277432100 | $1.0K | 13,166 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.1K | 20,397 | 0.0% |
| Magna Intl Inc(MGA) | COM | 559222401 | $1.1K | 22,073 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.1K | 21,538 | 0.0% |
| Suntrust BKS Inc | COM | 867914103 | $1.2K | 18,242 | 0.0% |
| Citizens Finl Group Inc(CFG) | COM | 174610105 | $1.2K | 33,681 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $1.2K | 57,677 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.2K | 26,881 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $1.3K | 9,518 | 0.0% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $1.3K | 12,708 | 0.0% |
| Masco Corp(MAS) | COM | 574599106 | $1.3K | 33,392 | 0.0% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $1.4K | 37,539 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $1.4K | 29,035 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $1.4K | 10,570 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.4K | 3,064 | 0.0% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $1.5K | 31,228 | 0.0% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $1.5K | 12,216 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.5K | 9,946 | 0.0% |
| Under Armour Inc(UAA) | CL A | 904311107 | $1.6K | 63,015 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $1.6K | 18,690 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.7K | 49,562 | 0.0% |
| Henry Schein Inc(HSIC) | COM | 806407102 | $1.7K | 24,671 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.8K | 6,526 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.8K | 9,266 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.9K | 5,268 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $1.9K | 10,366 | 0.0% |
| Mid Amer APT Cmntys Inc(MAA) | COM | 59522J103 | $1.9K | 16,405 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.0K | 17,734 | 0.0% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $2.2K | 42,385 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $2.3K | 27,096 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.3K | 29,737 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $2.4K | 22,039 | 0.0% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $2.7K | 51,880 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.7K | 9,229 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $2.8K | 16,947 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $3.1K | 43,789 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $3.4K | 16,242 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.4K | 16,067 | 0.0% |
| Ishares TR(QLTA) | A RATE CP BD ETF | 46429B291 | $3.6K | 67,269 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $3.9K | 19,872 | 0.1% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $4.2K | 11,526 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $4.5K | 36,017 | 0.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $4.6K | 86,141 | 0.1% |
| Union Pacific Corp(UNP) | COM | 907818108 | $5.3K | 31,386 | 0.1% |
| Schwab Strategic TR(SCHR) | INTRM TRM TRES | 808524854 | $5.4K | 97,856 | 0.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $5.4K | 65,307 | 0.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $6.0K | 106,322 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $6.2K | 44,357 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $6.3K | 5,809 | 0.1% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $6.3K | 50,086 | 0.1% |