Q1 2020 Holdings
Filed 2020-05-13 | 111 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc COM(AAPL) | COM | 037833100 | $4.9K | 19,392 | 0.3% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | CL B NEW | 084670702 | $6.6K | 36,035 | 0.4% |
| Vanguard Scottsdale FDS Vanguard Inter-Term Treas Index FD(VGIT) | TT WRLD ST ETF | 92206C706 | $7.3K | 103,608 | 0.4% |
| Spdr SER TR Bloomberg Barclays 1-3 YR U S Treas Index(SPTS) | PORTFOLIO SH TSR | 78468R101 | $9.5K | 308,719 | 0.5% |
| Schwab Strategic TR US Dividend Equity ETF(SCHD) | US DIVIDEND EQ | 808524797 | $11.2K | 249,777 | 0.6% |
| Vanguard Index FDS S&P 500 ETF SHS New(VOO) | S&P 500 ETF SHS | 922908363 | $12.3K | 52,058 | 0.7% |
| Spdr SER TR Spdr Port Large Cap ETF(SPYM) | PORTFOLIO LR ETF | 78464A854 | $19.4K | 640,196 | 1.1% |
| Costco Wholesale Corp New COM(COST) | COM | 22160K105 | $235.0K | 824 | 13.1% |
| Adobe SYS Inc COM(ADBE) | COM | 00724F101 | $396.0K | 1,244 | 22.1% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $462.0K | 6,059 | 25.8% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $551.0K | 14,010 | 30.7% |