Q2 2019 Holdings
Filed 2019-08-06 | 133 holdings | $315.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| General Electric Co | COM | 369604103 | $149 | 14,147 | 0.0% |
| Capstar Finl Hldgs Inc(CSTRUSD) | COM | 14070T102 | $152 | 10,000 | 0.0% |
| Federal Realty Invt TR(FRTEUR) | SH BEN INT NEW | 313747206 | $203 | 1,580 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $214 | 1,599 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $220 | 605 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $222 | 4,350 | 0.1% |
| Equity Lifestyle Pptys Inc(ELS) | COM | 29472R108 | $232 | 1,916 | 0.1% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $239 | 2,400 | 0.1% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $239 | 3,723 | 0.1% |
| Regency Ctrs Corp(REG) | COM | 758849103 | $242 | 3,625 | 0.1% |
| Duke Realty Corp(DREUSD) | COM NEW | 264411505 | $243 | 7,686 | 0.1% |
| UDR Inc(UDR) | COM | 902653104 | $258 | 5,757 | 0.1% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $258 | 2,689 | 0.1% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $260 | 3,947 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $261 | 3,977 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $272 | 8,104 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $274 | 3,502 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $279 | 2,868 | 0.1% |
| Extra Space Storage Inc(EXR) | COM | 30225T102 | $289 | 2,720 | 0.1% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $291 | 15,953 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $297 | 2,130 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $318 | 1 | 0.1% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $320 | 2,267 | 0.1% |
| Cigna Corp New(CI) | COM | 125523100 | $320 | 2,033 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $321 | 2,900 | 0.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $325 | 1,946 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $326 | 2,560 | 0.1% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $352 | 3,125 | 0.1% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $358 | 10,376 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $362 | 2,085 | 0.1% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $374 | 3,384 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $380 | 4,527 | 0.1% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $393 | 12,558 | 0.1% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $411 | 2,384 | 0.1% |
| Essex Ppty TR Inc(ESS) | COM | 297178105 | $414 | 1,419 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $414 | 2,022 | 0.1% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $425 | 13,692 | 0.1% |
| Boston Properties Inc(BXP) | COM | 101121101 | $428 | 3,320 | 0.1% |
| Realty Income Corp(O) | COM | 756109104 | $430 | 6,237 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $437 | 3,904 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $444 | 6,195 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $472 | 9,860 | 0.1% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $494 | 4,098 | 0.2% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $500 | 5,568 | 0.2% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $503 | 5,394 | 0.2% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $522 | 4,430 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $531 | 3,417 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $539 | 4,842 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $559 | 1,897 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $562 | 13,102 | 0.2% |