Q1 2020 Holdings
Filed 2020-04-10 | 283 holdings | $13.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lakeland Finl Corp(LKFN) | COM | 511656100 | $1.9K | 50,869 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $1.9K | 18,979 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.9K | 11,712 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.9K | 7,292 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.0K | 16,797 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $2.1K | 18,612 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $2.2K | 48,766 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $2.2K | 32,224 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.2K | 13,181 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $2.2K | 26,069 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.3K | 31,100 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $2.3K | 10,147 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $2.3K | 17,060 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $2.4K | 41,144 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $2.4K | 24,188 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $2.4K | 36,287 | 0.0% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $2.4K | 24,821 | 0.0% |
| Amphenol Corp New(APH) | CL A | 032095101 | $2.5K | 33,889 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $2.5K | 26,496 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $2.7K | 23,596 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $2.8K | 35,907 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.0K | 55,533 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $3.0K | 20,035 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $3.1K | 38,282 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.4K | 1,722 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $3.7K | 32,627 | 0.0% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $3.8K | 193,477 | 0.0% |
| Kimball Electronics Inc(KE) | COM | 49428J109 | $4.0K | 368,642 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $4.1K | 25,108 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $4.3K | 130,488 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $4.3K | 14,232 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $4.3K | 44,702 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $4.4K | 23,903 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.4K | 49,143 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.7K | 140,144 | 0.0% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $4.8K | 32,059 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $4.8K | 34,814 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $4.9K | 40,577 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $4.9K | 44,892 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.1K | 39,030 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.3K | 36,933 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $6.0K | 5,179 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $6.4K | 90,094 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $6.7K | 125,158 | 0.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $6.9K | 59,803 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $8.3K | 80,558 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $8.6K | 54,857 | 0.1% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $9.2K | 114,571 | 0.1% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $11.0K | 114,433 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $11.0K | 42,771 | 0.1% |