Q4 2020 Holdings
Filed 2021-02-01 | 239 holdings | $502.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(ISCV) | MRNING SM CP ETF | 464288703 | $39 | 280 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $40 | 480 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $40 | 146 | 0.0% |
| Schwab Strategic TR(SCHK) | 1000 INDEX ETF | 808524722 | $40 | 1,078 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $40 | 352 | 0.0% |
| Post Hldgs Inc(POST) | COM | 737446104 | $41 | 410 | 0.0% |
| Select Sector Spdr TR(XLB) | SBI MATERIALS | 81369Y100 | $43 | 600 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $43 | 192 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $43 | 161 | 0.0% |
| Pinnacle West Cap Corp(PNW) | COM | 723484101 | $44 | 550 | 0.0% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $44 | 404 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $45 | 881 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $45 | 375 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $48 | 1,021 | 0.0% |
| Ishares Inc(EMXC) | MSCI EMRG CHN | 46434G764 | $49 | 857 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $50 | 229 | 0.0% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $50 | 164 | 0.0% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $50 | 804 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $50 | 952 | 0.0% |
| Valero Energy Corp(VLO) | COM | 91913Y100 | $52 | 923 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $53 | 250 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $55 | 17 | 0.0% |
| Vaneck Vectors ETF TR(SMB) | SHORT MUNI ETF | 92189F528 | $56 | 3,071 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $59 | 801 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $59 | 1,442 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $60 | 260 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $60 | 331 | 0.0% |
| America Movil SAB de CV(AMXN) | SPON ADR L SHS | 02364W105 | $61 | 4,200 | 0.0% |
| Ishares Inc(EWW) | MSCI MEXICO ETF | 464286822 | $62 | 1,453 | 0.0% |
| Spdr SER TR(SHM) | NUVEEN BLMBRG SR | 78468R739 | $64 | 1,281 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $65 | 255 | 0.0% |
| Ishares TR(EFAV) | MSCI EAFE MIN VL | 46429B689 | $65 | 892 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $66 | 684 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $66 | 505 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $69 | 629 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $69 | 1,260 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $74 | 866 | 0.0% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $75 | 1,367 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $75 | 818 | 0.0% |
| Spdr SER TR(SPIP) | PORTFLI TIPS ETF | 78464A656 | $77 | 2,457 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $78 | 1,200 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $80 | 1,360 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $82 | 410 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $83 | 310 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $83 | 697 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $100 | 849 | 0.0% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $100 | 1,491 | 0.0% |
| Cooper Tire & Rubr Co(CTB) | COM | 216831107 | $101 | 2,498 | 0.0% |
| General Electric Co | COM | 369604103 | $104 | 9,600 | 0.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $111 | 1,291 | 0.0% |