Q4 2019 Holdings
Filed 2020-01-15 | 539 holdings | $1.0M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2020-01-15) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META)A | CL A | 30303M102 | $10.7K | 52,144 | 1.0% |
| Berkshire Hathaway Inc del(BRK/B)A | CL B NEW | 084670702 | $10.7K | 47,398 | 1.0% |
| Ishares TR(IWD)A | RUS 1000 VAL ETF | 464287598 | $11.0K | 80,848 | 1.1% |
| Bank Amer Corp(BAC)A | COM | 060505104 | $12.2K | 346,132 | 1.2% |
| Amazon COM Inc(AMZN)A | COM | 023135106 | $12.4K | 6,716 | 1.2% |
| Ishares TR(IWF)A | RUS 1000 GRW ETF | 464287614 | $13.7K | 77,941 | 1.3% |
| Ishares TR(IEUR)A | CORE MSCI EURO | 46434V738 | $14.1K | 283,281 | 1.4% |
| Ishares TR(IJH)A | CORE S&P MCP ETF | 464287507 | $15.8K | 76,998 | 1.5% |
| Ishares TR(IEFA)A | CORE MSCI EAFE | 46432F842 | $15.9K | 243,841 | 1.5% |
| JPMorgan Chase & Co(JPM)A | COM | 46625H100 | $17.1K | 122,477 | 1.6% |
| Ishares TR(GVI)A | INTRM GOV CR ETF | 464288612 | $17.7K | 157,217 | 1.7% |
| Berkshire Hathaway Inc del(BRK/A)A | CL A | 084670108 | $21.4K | 63 | 2.1% |
| Ishares TR(IJR)A | CORE S&P SCP ETF | 464287804 | $22.6K | 269,389 | 2.2% |
| Microsoft Corp(MSFT)A | COM | 594918104 | $26.0K | 164,571 | 2.5% |
| Ishares TR(IWS)A | RUS MDCP VAL ETF | 464287473 | $37.7K | 398,236 | 3.6% |
| Apple Inc(AAPL)A | COM | 037833100 | $38.4K | 130,723 | 3.7% |
| Ishares TR(IWP)A | RUS MD CP GR ETF | 464287481 | $40.5K | 265,210 | 3.9% |
| Ishares TR(ACWI)A | MSCI ACWI ETF | 464288257 | $54.0K | 680,833 | 5.2% |
| First Ctzns Bancshares Inc N(FCNCA)A | CL A | 31946M103 | $58.6K | 110,191 | 5.6% |