Q2 2016 Holdings
Filed 2016-08-02 | 413 holdings | $463.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $4.5K | 51,725 | 1.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $4.6K | 126,237 | 1.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $4.6K | 110,723 | 1.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.6K | 73,324 | 1.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $4.7K | 29,325 | 1.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $4.9K | 46,016 | 1.1% |
| Ishares TR(IJT) | SP SMCP600GR ETF | 464287887 | $5.0K | 37,354 | 1.1% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $5.0K | 56,450 | 1.1% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $5.1K | 43,128 | 1.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $5.1K | 59,796 | 1.1% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $5.2K | 108,503 | 1.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $5.3K | 95,219 | 1.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $5.5K | 45,435 | 1.2% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $5.5K | 70,758 | 1.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $5.5K | 50,529 | 1.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $5.6K | 7,652 | 1.2% |
| Intel Corp(INTC) | COM | 458140100 | $5.8K | 166,016 | 1.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $5.8K | 91,557 | 1.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.9K | 48,355 | 1.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $6.0K | 42,361 | 1.3% |
| AT&T Inc(T) | COM | 00206R102 | $6.1K | 142,949 | 1.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $7.4K | 130,094 | 1.6% |
| General Electric Co | COM | 369604103 | $8.1K | 246,891 | 1.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.0K | 12,375 | 2.0% |
| Apple Inc(AAPL) | COM | 037833100 | $9.4K | 95,435 | 2.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $9.4K | 98,544 | 2.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.5K | 179,204 | 2.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $10.9K | 50,451 | 2.3% |
| Pinnacle Finl Partners Inc | COM | 72346Q104 | $13.4K | 247,243 | 2.9% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $24.0K | 300 | 5.2% |