Q1 2020 Holdings
Filed 2020-05-11 | 644 holdings | $12.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baxter Intl Inc(BAX) | COM | 071813109 | $1.3K | 16,043 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $1.4K | 7,100 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.4K | 30,195 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $1.5K | 14,429 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $1.5K | 11,087 | 0.0% |
| Ishares Russell Midcap in(IWR) | DEX | 464287499 | $1.6K | 37,353 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.9K | 1,599 | 0.0% |
| International Business MA(IBM) | CHSCOM | 459200101 | $1.9K | 16,887 | 0.0% |
| Dominion Energy Inc VA NE(D) | W COM | 25746U109 | $1.9K | 26,073 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.9K | 13,196 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.9K | 9,494 | 0.0% |
| Roper Technology Inc New(ROP) | COM | 776696106 | $2.0K | 6,303 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $2.0K | 18,212 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $2.0K | 17,541 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $2.0K | 34,462 | 0.0% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $2.0K | 26,596 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $2.1K | 26,140 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.1K | 14,433 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $2.1K | 28,475 | 0.0% |
| PPG Inds Inc(PPG) | COM | 693506107 | $2.3K | 27,106 | 0.0% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $2.3K | 20,970 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $2.3K | 52,193 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.3K | 32,378 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.4K | 14,098 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $2.4K | 5,518 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $2.5K | 50,728 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.6K | 78,211 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.7K | 28,191 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $2.7K | 15,134 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.7K | 2,354 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $2.8K | 94,475 | 0.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.8K | 27,625 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $2.8K | 30,177 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $2.9K | 20,749 | 0.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $3.0K | 19 | 0.0% |
| Ishares TR(IJT) | SP SMCP600GR ETF | 464287887 | $3.2K | 23,286 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $3.2K | 48,554 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $3.4K | 34,960 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $3.4K | 13,990 | 0.0% |
| Ishares(EEM) | MSCI EMG MKT ETF | 464287234 | $3.4K | 99,760 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $3.5K | 62,945 | 0.0% |
| Verizon Communications in(VZ) | C COM | 92343V104 | $3.5K | 65,929 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $3.6K | 18,185 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $3.9K | 39,934 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $4.0K | 28,982 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $4.0K | 104,739 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.0K | 24,718 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.1K | 45,321 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $4.1K | 34,484 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $4.2K | 25,584 | 0.0% |