Q1 2020 Holdings
Filed 2020-05-06 | 445 holdings | $132.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $21 | 550 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $21 | 154 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $21 | 214 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $22 | 1,043 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $23 | 111 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $23 | 106 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $23 | 201 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $24 | 370 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $25 | 179 | 0.0% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $26 | 143 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $26 | 109 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $27 | 922 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $27 | 833 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $28 | 148 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $29 | 536 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $29 | 611 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $30 | 252 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $31 | 318 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $31 | 388 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $31 | 126 | 0.0% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $31 | 572 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $34 | 265 | 0.0% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $34 | 1,252 | 0.0% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $34 | 618 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $35 | 453 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $36 | 403 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $37 | 413 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $37 | 204 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $38 | 702 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $39 | 162 | 0.0% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $39 | 398 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $40 | 976 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $41 | 254 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $43 | 358 | 0.0% |
| Alliance RES Partner L P(ARLP) | UT LTD PART | 01877R108 | $43 | 13,760 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $45 | 345 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $45 | 471 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $46 | 284 | 0.0% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $49 | 606 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $52 | 314 | 0.0% |
| Ishares TR(ICLN) | GL CLEAN ENE ETF | 464288224 | $55 | 5,737 | 0.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $55 | 966 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $56 | 512 | 0.0% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $56 | 976 | 0.0% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $57 | 2,042 | 0.0% |
| Ishares TR(TLH) | 10-20 YR TRS ETF | 464288653 | $60 | 356 | 0.0% |
| Invesco Exchange-Traded FD T(BKLN) | SR LN ETF | 46138G508 | $65 | 3,194 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $66 | 423 | 0.0% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $68 | 1,011 | 0.1% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $70 | 1,002 | 0.1% |