Q2 2020 Holdings
Filed 2020-07-20 | 260 holdings | $42.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab International Equity ETF(SCHF) | ETF | 808524805 | $36.5K | 1,225,490 | 0.1% |
| Corning Inc(GLW) | com | 219350105 | $424.0K | 16,377 | 1.0% |
| AutoZone Inc(AZO) | com | 053332102 | $544.0K | 482 | 1.3% |
| ConocoPhillips(COP) | com | 20825C104 | $593.0K | 14,109 | 1.4% |
| Carrier Global Corp(CARR) | com | 14448C104 | $679.0K | 30,569 | 1.6% |
| D R Horton Co(DHI) | com | 23331A109 | $4.6M | 82,625 | 10.9% |
| AbbVie Inc.(ABBV) | com | 00287Y109 | $4.7M | 47,833 | 11.1% |
| Cummins Inc(CMI) | com | 231021106 | $6.5M | 37,381 | 15.4% |
| Cisco Systems Inc(CSCO) | com | 17275R102 | $7.9M | 170,287 | 18.9% |
| Avantis Emerging Markets Equity ETF(AVEM) | ETF | 025072604 | $15.4M | 326,252 | 36.6% |