Q4 2019 Holdings
Filed 2020-02-05 | 219 holdings | $3.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altria Group Inc(MO) | COM | 02209S103 | $353 | 7,076 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $361 | 2,081 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $372 | 1,264 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $391 | 6,087 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $393 | 3,020 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YIELD | 921946406 | $403 | 4,299 | 0.0% |
| Medtronic PLC SHS(MDT) | SHS | G5960L103 | $425 | 3,742 | 0.0% |
| Nuveen S&P 500 Buy-Write Inc(XBXMX) | COM | 6706ER101 | $441 | 32,066 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $450 | 7,325 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $451 | 6,556 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $453 | 3,448 | 0.0% |
| Spdr Series Trust(SPYG) | S&P 500 GROWTH | 78464A409 | $457 | 10,903 | 0.0% |
| Proshares TR(REGL) | S&P MDCP 400 DIV | 74347B680 | $485 | 8,049 | 0.0% |
| BlackRock Enhanced EQT DIV T(BDJ) | COM | 09251A104 | $529 | 53,299 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $579 | 14,774 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $583 | 4,348 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $605 | 10,102 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $616 | 8,511 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $621 | 2,578 | 0.0% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $665 | 5,595 | 0.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $671 | 10,386 | 0.0% |
| Ishares TR(IWC) | MICRO-CAP ETF | 464288869 | $676 | 6,796 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $679 | 2 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $733 | 4,024 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $782 | 5,722 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $839 | 9,659 | 0.0% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $842 | 8,590 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $853 | 5,900 | 0.0% |
| Proshares TR(NOBL) | S&P 500 DV ARIST | 74348A467 | $869 | 11,491 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $880 | 11,543 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $911 | 10,012 | 0.0% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $999 | 18,659 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $999 | 6,108 | 0.0% |
| Berkshire Hathaway Inc(BRK/B) | DEL CL B | 084670702 | $1.0K | 4,440 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.0K | 14,500 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.1K | 6,809 | 0.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $1.2K | 18,396 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $1.2K | 39,301 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $1.3K | 13,910 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.4K | 24,823 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.5K | 7,527 | 0.0% |
| TJX COS Inc(TJX) | COM | 872540109 | $1.5K | 25,068 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.6K | 5,472 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $1.7K | 8,018 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.8K | 45,103 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.9K | 6,417 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.3K | 15,524 | 0.1% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $2.9K | 28,598 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.1K | 9,465 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.2K | 20,145 | 0.1% |