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 |
|---|---|---|---|---|---|
| Qualcomm Inc(QCOM) | COM | 747525103 | $550 | 8,129 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $581 | 7,046 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $615 | 11,369 | 0.0% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $631 | 16,108 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $642 | 17,488 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $690 | 5,743 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $721 | 1,570 | 0.0% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $722 | 26,372 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $752 | 647 | 0.0% |
| Ishares TR | IBONDS DEC20 ETF | 46434VAQ3 | $752 | 29,815 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $808 | 21,270 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $821 | 29,397 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $839 | 28,779 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $841 | 723 | 0.0% |
| Ishares TR(CRBN) | MSCI LW CRB TG | 46434V464 | $864 | 8,449 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $864 | 4,262 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $871 | 9,677 | 0.0% |
| Ishares TR(IBDP) | IBONDS DEC24 ETF | 46434VBG4 | $897 | 36,305 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $928 | 6,266 | 0.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $988 | 11,581 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $1.0K | 31,600 | 0.0% |
| Aeglea Biotherapeutics Inc(AGLEUSD) | COM | 00773J103 | $1.0K | 224,646 | 0.0% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $1.1K | 13,832 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.1K | 22,213 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.1K | 9,781 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.1K | 32,342 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $1.1K | 7,766 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.2K | 6,306 | 0.0% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $1.2K | 10,560 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.2K | 4,491 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.2K | 7,383 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.3K | 10,216 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.5K | 5,658 | 0.1% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.5K | 31,269 | 0.1% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $1.5K | 12,445 | 0.1% |
| Ishares TR(IPAC) | CORE MSCI PAC | 46434V696 | $1.5K | 32,837 | 0.1% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $1.7K | 41,503 | 0.1% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.8K | 14,224 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.8K | 18,628 | 0.1% |
| Ishares TR(IEUR) | CORE MSCI EURO | 46434V738 | $2.1K | 57,256 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $2.2K | 9,267 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.3K | 1,156 | 0.1% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $2.4K | 49,462 | 0.1% |
| Spdr SER TR(SPIP) | PORTFLI TIPS ETF | 78464A656 | $2.4K | 81,956 | 0.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $2.5K | 39,522 | 0.1% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $2.6K | 49,158 | 0.1% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $2.6K | 86,973 | 0.1% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $2.7K | 94,305 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $2.8K | 24,873 | 0.1% |
| Ishares TR | IBONDS DEC21 ETF | 46434VBK5 | $2.8K | 114,843 | 0.1% |