Q3 2020 Holdings
Filed 2020-11-12 | 345 holdings | $53.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Best BUY Inc(BBY) | COM | 086516101 | $1.1K | 9,609 | 0.0% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $1.1K | 43,474 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.1K | 31,682 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $1.1K | 5,352 | 0.0% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $1.2K | 9,660 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $1.2K | 8,363 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $1.2K | 14,765 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $1.2K | 62,070 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.2K | 9,757 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.2K | 6,495 | 0.0% |
| Vaneck Vectors ETF TR(ITM) | INTRMDT MUNI ETF | 92189H201 | $1.3K | 24,956 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.3K | 7,746 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.3K | 16,307 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.3K | 5,155 | 0.0% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $1.3K | 12,766 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $1.3K | 8,484 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $1.4K | 13,256 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.4K | 48,653 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.4K | 3,245 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.4K | 5,038 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $1.4K | 6,505 | 0.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $1.4K | 40,597 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.4K | 46,097 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.5K | 2,691 | 0.0% |
| Ishares Inc(EEMS) | EM MKT SM-CP ETF | 464286475 | $1.5K | 33,886 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.5K | 12,402 | 0.0% |
| PS Business PKS Inc Calif | COM | 69360J107 | $1.5K | 12,345 | 0.0% |
| FS KKR Cap Corp II(FSKR) | COM | 35952V303 | $1.5K | 103,762 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $1.5K | 4,944 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCQ) | BULSHS 2026 CB | 46138J791 | $1.5K | 71,181 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.6K | 44,105 | 0.0% |
| Nushares ETF TR(NUMV) | NUVEEN ESG MIDVL | 67092P508 | $1.6K | 62,326 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCP) | BULSHS 2025 CB | 46138J825 | $1.6K | 73,344 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.7K | 7,294 | 0.0% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $1.7K | 46,887 | 0.0% |
| Wisdomtree TR(DEM) | EMER MKT HIGH FD | 97717W315 | $1.7K | 48,242 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.7K | 3,031 | 0.0% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $1.7K | 64,438 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.7K | 13,651 | 0.0% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $1.7K | 21,343 | 0.0% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $1.7K | 29,291 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.8K | 24,861 | 0.0% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $1.8K | 86,543 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $1.9K | 8,521 | 0.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $2.0K | 32,043 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCO) | BULSHS 2024 CB | 46138J841 | $2.0K | 89,660 | 0.0% |
| Pimco ETF TR(HYS) | 0-5 HIGH YIELD | 72201R783 | $2.0K | 21,379 | 0.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $2.0K | 23,483 | 0.0% |
| Ishares Inc | MSCI FRNTR100ETF | 464286145 | $2.0K | 79,554 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.1K | 1,418 | 0.0% |