Q2 2019 Holdings
Filed 2019-07-25 | 273 holdings | $72.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares Msci Eafe Index Fund(EFA) | MSCI EAFE ETF | 464287465 | $1.5K | 22,878 | 0.0% |
| Masco Corp.(MAS) | COM | 574599106 | $1.5K | 38,775 | 0.0% |
| Berkshire Hathaway Inc., Class(BRK/B) | COM | 084670702 | $1.6K | 7,439 | 0.0% |
| Morgan Stanley(MS) | COM | 617446448 | $1.8K | 40,711 | 0.0% |
| Cambridge Bancorp | COM | 132152109 | $1.8K | 22,469 | 0.0% |
| T-Mobile US, Inc.(TMUS) | COM | 872590104 | $1.9K | 25,138 | 0.0% |
| Spdr S&P MidCap 400 ETF Trust(MDY) | UTSER1 S&PDCRP | 78467Y107 | $1.9K | 5,473 | 0.0% |
| Vanguard Total Stock Market ET(VTI) | TOTAL STK MKT | 922908769 | $2.1K | 13,805 | 0.0% |
| Idexx Laboratories, Inc.(IDXX) | COM | 45168D104 | $2.1K | 7,741 | 0.0% |
| iShares Russell 1000 Growth In(IWF) | RUSSELL1000GRW | 464287614 | $2.2K | 13,682 | 0.0% |
| Schwab U.S. Small-Cap ETF(SCHA) | US SML CAP ETF | 808524607 | $2.2K | 30,419 | 0.0% |
| TE Connectivity Ltd.(TEL) | COM | H84989104 | $2.2K | 23,467 | 0.0% |
| Vanguard Small Cap ETF(VB) | SMALL CP ETF | 922908751 | $2.4K | 15,285 | 0.0% |
| Schwab International Equity ET(SCHF) | INTL EQTY ETF | 808524805 | $2.5K | 76,615 | 0.0% |
| CDW Corporation(CDW) | COM | 12514G108 | $2.6K | 22,995 | 0.0% |
| Honeywell International, Inc.(HON) | COM | 438516106 | $2.7K | 15,594 | 0.0% |
| Alphabet, Inc. Class C(GOOG) | COM | 02079K107 | $2.9K | 2,703 | 0.0% |
| Exxon Mobil Corp.(XOM) | COM | 30231G102 | $2.9K | 38,225 | 0.0% |
| Ball Corp.(BALL) | COM | 058498106 | $2.9K | 41,882 | 0.0% |
| Facebook(META) | COM | 30303M102 | $3.1K | 15,891 | 0.0% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $3.1K | 20,413 | 0.0% |
| Sysco Corp.(SYY) | COM | 871829107 | $3.4K | 48,420 | 0.0% |
| Eli Lilly and Co.(LLY) | COM | 532457108 | $3.4K | 31,071 | 0.0% |
| Equinor ASA(EQNR) | COM | 29446M102 | $3.5K | 175,203 | 0.0% |
| Hasbro Inc.(HAS) | COM | 418056107 | $3.6K | 33,658 | 0.0% |
| Noble Energy Inc.(NBL2EUR) | COM | 655044105 | $3.6K | 159,294 | 0.0% |
| Oneok Inc.(OKE) | COM | 682680103 | $3.6K | 52,863 | 0.0% |
| iShares Msci USA ESG Optimized(ESGU) | ESG MSCI USA ETF | 46435G425 | $3.7K | 57,873 | 0.0% |
| Schwab U.S. Large-Cap ETF(SCHX) | US LRG CAP ETF | 808524201 | $3.8K | 53,617 | 0.0% |
| Vanguard S&P 500 ETF(VOO) | S&P 500 ETF SHS | 922908363 | $3.8K | 14,067 | 0.0% |
| American Tower Corporation(AMT) | COM | 03027X100 | $4.1K | 20,020 | 0.0% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $4.1K | 25,062 | 0.0% |
| Wal-Mart Stores, Inc.(WMT) | COM | 931142103 | $4.4K | 39,586 | 0.0% |
| Mondelez International, Inc.(MDLZ) | COM | 609207105 | $4.6K | 84,712 | 0.0% |
| Texas Instruments Inc.(TXN) | COM | 882508104 | $4.9K | 42,506 | 0.0% |
| CVS Health Corporation(CVS) | COM | 126650100 | $4.9K | 89,519 | 0.0% |
| Aptiv PLC(APTV) | COM | G6095L109 | $4.9K | 60,914 | 0.0% |
| Mid-America Apartment Communit(MAA) | COM | 59522J103 | $5.0K | 42,448 | 0.0% |
| Vanguard Ftse All-Wld ex-US Sm(VSS) | FTSE SMCAP ETF | 922042718 | $5.1K | 48,458 | 0.0% |
| Chevron Corp.(CVX) | COM | 166764100 | $5.2K | 41,998 | 0.0% |
| Schwab U.S. Mid-Cap ETF(SCHM) | US MID CAP ETF | 808524508 | $5.3K | 93,399 | 0.0% |
| Highwoods Properties, Inc.(HIW) | COM | 431284108 | $5.4K | 131,343 | 0.0% |
| SunTrust Banks | COM | 867914103 | $5.5K | 86,968 | 0.0% |
| PNC Financial Services Group(PNC) | COM | 693475105 | $5.5K | 40,113 | 0.0% |
| AT&T Inc.(T) | COM | 00206R102 | $5.6K | 166,996 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $5.6K | 17,905 | 0.0% |
| Stanley Black & Decker, Inc.(SWK) | COM | 854502101 | $5.7K | 39,373 | 0.0% |
| McDonald's Corp.(MCD) | COM | 580135101 | $6.2K | 29,656 | 0.0% |
| Xylem, Inc.(XYL) | COM | 98419M100 | $6.5K | 77,393 | 0.0% |
| Hexcel Corp.(HXL) | COM | 428291108 | $6.6K | 81,875 | 0.0% |