Q1 2020 Holdings
Filed 2020-04-09 | 132 holdings | $131.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.2K | 15,859 | 0.9% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.3K | 14,360 | 1.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.3K | 38,270 | 1.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.3K | 1,157 | 1.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $1.3K | 24,047 | 1.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.4K | 26,322 | 1.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.4K | 12,917 | 1.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.5K | 9,626 | 1.2% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $1.6K | 10,833 | 1.2% |
| Spdr SER TR(FLRN) | BLOMBERG BRC INV | 78468R200 | $1.7K | 56,173 | 1.3% |
| Facebook Inc(META) | CL A | 30303M102 | $1.8K | 11,157 | 1.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.8K | 14,334 | 1.4% |
| Intel Corp(INTC) | COM | 458140100 | $1.8K | 33,227 | 1.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $1.9K | 22,586 | 1.4% |
| Independent Bank Corp Mass(INDB) | COM | 453836108 | $1.9K | 27,490 | 1.4% |
| Procter & Gamble Co(PG) | COM | 742718109 | $2.0K | 17,294 | 1.5% |
| Walmart Inc(WMT) | COM | 931142103 | $2.0K | 17,257 | 1.6% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $2.2K | 28,480 | 1.7% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $2.3K | 19,327 | 1.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.3K | 1,202 | 1.8% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.4K | 58,490 | 1.8% |
| Home Depot Inc(HD) | COM | 437076102 | $2.5K | 13,975 | 1.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $3.0K | 12,108 | 2.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.1K | 28,625 | 2.4% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $3.3K | 63,361 | 2.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $3.3K | 21,642 | 2.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.5K | 27,501 | 2.7% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $3.5K | 45,030 | 2.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.7K | 28,017 | 2.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.0K | 38,506 | 4.6% |
| Apple Inc(AAPL) | COM | 037833100 | $6.7K | 27,425 | 5.1% |
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $11.1K | 361,010 | 8.4% |