Q3 2019 Holdings
Filed 2019-11-08 | 135 holdings | $318.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| General Electric Co | COM | 369604103 | $131 | 14,685 | 0.0% |
| Capstar Finl Hldgs Inc(CSTRUSD) | COM | 14070T102 | $166 | 10,000 | 0.1% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $204 | 1,495 | 0.1% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $215 | 3,373 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $217 | 4,350 | 0.1% |
| Regency Ctrs Corp(REG) | COM | 758849103 | $224 | 3,227 | 0.1% |
| Equity Lifestyle Pptys Inc(ELS) | COM | 29472R108 | $237 | 1,776 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $243 | 1,008 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $244 | 1,754 | 0.1% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $245 | 14,147 | 0.1% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $245 | 2,400 | 0.1% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $245 | 8,262 | 0.1% |
| Duke Realty Corp(DREUSD) | COM NEW | 264411505 | $245 | 7,201 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $246 | 2,923 | 0.1% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $251 | 2,689 | 0.1% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $255 | 5,045 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $264 | 4,042 | 0.1% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $265 | 3,969 | 0.1% |
| UDR Inc(UDR) | COM | 902653104 | $276 | 5,691 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $278 | 2,130 | 0.1% |
| Extra Space Storage Inc(EXR) | COM | 30225T102 | $293 | 2,510 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $307 | 8,104 | 0.1% |
| Cigna Corp New(CI) | COM | 125523100 | $309 | 2,033 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $312 | 1 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $312 | 2,868 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $324 | 2,900 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $328 | 2,560 | 0.1% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $348 | 2,261 | 0.1% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $375 | 3,125 | 0.1% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $380 | 13,592 | 0.1% |
| Boston Properties Inc(BXP) | COM | 101121101 | $389 | 2,997 | 0.1% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $390 | 2,384 | 0.1% |
| Essex Ppty TR Inc(ESS) | COM | 297178105 | $421 | 1,288 | 0.1% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $421 | 3,803 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $427 | 4,547 | 0.1% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $449 | 5,098 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $453 | 5,817 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $456 | 6,203 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $460 | 3,904 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $470 | 2,017 | 0.1% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $476 | 14,878 | 0.1% |
| Realty Income Corp(O) | COM | 756109104 | $478 | 6,237 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $488 | 2,836 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $499 | 4,181 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $510 | 9,904 | 0.2% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $512 | 5,615 | 0.2% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $521 | 14,941 | 0.2% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $523 | 4,029 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $566 | 1,897 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $600 | 14,682 | 0.2% |