Q1 2020 Holdings
Filed 2020-04-24 | 135 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| General Electric Co | COM | 369604103 | $397 | 49,990 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $401 | 4,293 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $410 | 2,999 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $413 | 2,035 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $417 | 1,838 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $435 | 4,828 | 0.0% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $450 | 4,532 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $454 | 5,667 | 0.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $457 | 10,843 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $463 | 2,782 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $469 | 1,504 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $472 | 2,619 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $474 | 10,713 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $480 | 2,406 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $497 | 6,042 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $509 | 17,447 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $531 | 3,252 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $540 | 3,896 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $562 | 6,566 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $574 | 4,453 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $588 | 6,194 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $589 | 5,311 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $590 | 1,951 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $603 | 4,418 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $630 | 8,567 | 0.0% |
| Valero Energy Corp(VLO) | COM | 91913Y100 | $632 | 13,940 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $644 | 8,137 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $673 | 579 | 0.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $691 | 49,605 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $720 | 11,909 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $728 | 21,170 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $743 | 19,569 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $750 | 9,660 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $767 | 8,126 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $823 | 14,757 | 0.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $825 | 16,013 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $853 | 8,832 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $868 | 7,892 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $878 | 6,948 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $901 | 26,863 | 0.0% |
| Lattice Strategies TR(RODM) | HARTFORD MLT ETF | 518416102 | $929 | 42,159 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $965 | 5,839 | 0.0% |
| Sandy Spring Bancorp Inc(SD2) | COM | 800363103 | $1.0K | 44,718 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $1.0K | 19,585 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $1.1K | 13,650 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.1K | 4,439 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $1.2K | 8,146 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.2K | 7,283 | 0.0% |
| Wisdomtree TR(XSOE) | EM EX ST-OWNED | 97717X578 | $1.2K | 50,618 | 0.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.3K | 39,677 | 0.0% |