Q1 2020 Holdings
Filed 2020-04-16 | 393 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CVS Health Corp(CVS) | COM | 126650100 | $9.2K | 154,705 | 0.7% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $9.3K | 129,397 | 0.7% |
| KLA Corporation(KLAC) | COM NEW | 482480100 | $9.5K | 63,774 | 0.7% |
| Pfizer Inc(PFE) | COM | 717081103 | $9.7K | 295,906 | 0.7% |
| Procter & Gamble Co(PG) | COM | 742718109 | $10.0K | 87,037 | 0.7% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $10.2K | 117,359 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $10.4K | 40,820 | 0.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $10.7K | 40,909 | 0.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.4K | 87,000 | 0.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $12.3K | 303,908 | 0.9% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $14.7K | 347,702 | 1.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $14.7K | 70,468 | 1.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $15.1K | 98,659 | 1.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $16.1K | 258,279 | 1.2% |
| Intel Corp(INTC) | COM | 458140100 | $17.1K | 308,431 | 1.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $17.9K | 68,275 | 1.3% |
| Walmart Inc(WMT) | COM | 931142103 | $18.8K | 163,054 | 1.4% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $19.3K | 358,494 | 1.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $19.4K | 246,043 | 1.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $20.0K | 124,642 | 1.4% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $35.7K | 497,081 | 2.6% |
| Cbiz Inc(CBZ) | COM | 124805102 | $284.0K | 13,624 | 20.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $372.0K | 1,167 | 26.9% |