Q2 2020 Holdings
Filed 2020-08-12 | 69 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $204 | 2,333 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $204 | 1,490 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $234 | 970 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $243 | 4,403 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $244 | 4,156 | 0.0% |
| Invesco Exchange Traded FD T(RSPH) | S&P500 EQL HLT | 46137V332 | $247 | 1,112 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $259 | 1,473 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $265 | 1,960 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $269 | 2,743 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $277 | 993 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $278 | 3,361 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $305 | 8,136 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $315 | 1,596 | 0.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $317 | 6,318 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $322 | 9,850 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $327 | 1,840 | 0.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $329 | 1,965 | 0.0% |
| Invesco Exch Traded FD TR II(PGX) | PFD ETF | 46138E511 | $336 | 23,813 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $351 | 3,840 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $353 | 250 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $355 | 2,265 | 0.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $358 | 5,724 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $362 | 1,512 | 0.0% |
| First TR Exchange-Traded FD(TDIV) | NASD TECH DIV | 33738R118 | $373 | 8,943 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $385 | 1,994 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $393 | 1,270 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $402 | 2,845 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $495 | 6,744 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $524 | 1,992 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $535 | 2 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $566 | 399 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $579 | 5,465 | 0.0% |
| Invesco Exchange Traded FD T(RSPS) | S&P500 EQL STP | 46137V373 | $586 | 4,321 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $601 | 8,573 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $629 | 26,483 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $635 | 2,058 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $703 | 4,865 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $733 | 3,626 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $798 | 10,770 | 0.1% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $821 | 5,765 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $913 | 15,259 | 0.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $973 | 9,581 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $1.1K | 27,176 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.1K | 21,228 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.3K | 9,797 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $1.4K | 46,785 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.4K | 12,766 | 0.1% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $1.6K | 11,844 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.7K | 7,968 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.7K | 13,887 | 0.1% |