Q1 2020 Holdings
Filed 2020-04-09 | 177 holdings | $2.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nike Inc(NKE) | CL B | 654106103 | $252 | 3,046 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $257 | 4,484 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $257 | 4,738 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $259 | 765 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $260 | 4,295 | 0.0% |
| Chipmos Technologies Inc(IMOS) | SPONSORD ADS NEW | 16965P202 | $260 | 14,842 | 0.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $262 | 10,728 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $263 | 2,263 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $264 | 3,979 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $268 | 1,862 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $268 | 1,710 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $272 | 1,646 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $273 | 12,843 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $273 | 3,719 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $276 | 3,328 | 0.0% |
| AON PLC(AON) | SHS CL A | G0408V102 | $277 | 1,677 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $278 | 2,951 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $279 | 2,119 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $302 | 11,702 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $302 | 1,513 | 0.0% |
| Spdr SER TR(PSK) | WELLS FG PFD ETF | 78464A292 | $305 | 7,795 | 0.0% |
| Ishares TR(HEWJ) | HDG MSCI JAPAN | 46434V886 | $307 | 11,275 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $308 | 2,219 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $311 | 10,841 | 0.0% |
| Honda Motor LTD(HMC) | AMERN SHS | 438128308 | $317 | 14,109 | 0.0% |
| Leidos Holdings Inc(LDOS) | COM | 525327102 | $335 | 3,658 | 0.0% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $353 | 3,216 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $362 | 1,938 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $374 | 1,553 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $381 | 5,791 | 0.0% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $382 | 13,635 | 0.0% |
| Krystal Biotech Inc(KRYS) | COM | 501147102 | $389 | 9,000 | 0.0% |
| Sony Corp(SONY) | SPONSORED ADR | 835699307 | $389 | 6,574 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $390 | 5,065 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $391 | 800 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $399 | 9,480 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $408 | 8,541 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $409 | 1,640 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $411 | 7,370 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $439 | 8,164 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $440 | 8,829 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $454 | 2,723 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $465 | 5,826 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $473 | 6,529 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $480 | 1,988 | 0.0% |
| China Pete & Chem Corp | SPON ADR H SHS | 16941R108 | $488 | 10,026 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $507 | 15,537 | 0.0% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $518 | 11,370 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $524 | 5,066 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $541 | 2,095 | 0.0% |