Q3 2018 Holdings
Filed 2018-11-13 | 2524 holdings | $19.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $4.7K | 31,570 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.4K | 3,699 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $4.4K | 16,398 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $4.0K | 118,623 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.9K | 46,286 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $3.8K | 25,418 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $3.7K | 22,999 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $3.6K | 77,603 | 0.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.5K | 65,570 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $3.5K | 31,254 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $3.5K | 29,888 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $3.5K | 95,309 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $3.4K | 16,014 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $3.3K | 15,926 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $3.2K | 19,633 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $3.2K | 12,210 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $3.2K | 25,979 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $3.2K | 17,902 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.1K | 20,893 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $3.1K | 43,174 | 0.0% |
| AZZ Inc(AZZ) | COM | 002474104 | $3.0K | 66 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $3.0K | 8,045 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $2.9K | 35,467 | 0.0% |
| Sandy Spring Bancorp Inc(SD2) | COM | 800363103 | $2.9K | 73,589 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $2.8K | 58,714 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $2.6K | 23,836 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $2.5K | 15,459 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $2.5K | 28,479 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $2.4K | 22,510 | 0.0% |
| Swedish Expt CR Corp | ROG TTL ETN 22 | 870297801 | $2.3K | 414,188 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $2.3K | 16,546 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.3K | 35,575 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $2.1K | 25,143 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $2.1K | 72,046 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $2.1K | 37,000 | 0.0% |
| Shiloh Inds Inc | COM | 824543102 | $2.1K | 190,000 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $2.1K | 24,481 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.0K | 57,473 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.0K | 25,074 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $2.0K | 12,153 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.0K | 11,960 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.9K | 37,056 | 0.0% |
| Atrion Corp(ATRIUSD) | COM | 049904105 | $1.9K | 2,724 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $1.9K | 37,852 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.8K | 35,143 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.8K | 15,881 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $1.8K | 28,381 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $1.8K | 18,798 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.7K | 10,349 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $1.7K | 7,048 | 0.0% |