Q4 2019 Holdings
Filed 2020-02-24 | 65 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| T Rowe Price Group Inc(TROW) | COM | 74144T108 | $3.2K | 26,039 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $3.2K | 8,153 | 0.1% |
| Lilly ELI & Co COM(LLY) | COM | 532457108 | $3.2K | 24,303 | 0.1% |
| JPMorgan Chase & Co COM(JPM) | COM | 46625H100 | $3.2K | 22,950 | 0.1% |
| AT&T Inc COM(T) | COM | 00206R102 | $3.2K | 82,029 | 0.1% |
| Vanguard Growth ETF(VUG) | GROWTH ETF | 922908736 | $3.6K | $19,998 | 0.1% |
| Spdr Doubleline Total Return Tactical ETF(TOTL) | SPDR TR TACTIC | 78467V848 | $4.5K | $91,160 | 0.1% |
| Vanguard Russell 2000 ETF(VTWO) | VNG RUS2000IDX | 92206C664 | $5.1K | 38,511 | 0.1% |
| Ishares S&P 500 Index(IVV) | CORE S&P500 ETF | 464287200 | $7.6K | 23,401 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $8.5K | 29,010 | 0.2% |
| Vanguard Dividend Appreciation ETF(VIG) | DIV APP ETF | 921908844 | $10.4K | 83,256 | 0.3% |
| Akebia Therapeutics Inc COM(AKBA) | COM | 00972D105 | $67.0K | 10,561 | 1.9% |
| Boeing Co COM(BA) | COM | 097023105 | $306.0K | 939 | 8.8% |
| Charter Communications Inc New CL A(CHTR) | CL A | 16119P108 | $503.0K | 1,036 | 14.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.5M | 51,814 | 71.6% |