Q1 2020 Holdings
Filed 2020-05-13 | 69 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CVS Health Corp(CVS) | COM | 126650100 | $2.5K | 41,873 | 0.1% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $3.0K | 62,823 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $3.0K | 11,540 | 0.2% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $3.3K | 43,960 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.6K | 3,100 | 0.2% |
| Oracle Corp(ORCL) | COM | 68389X105 | $4.5K | 94,064 | 0.2% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $4.9K | 61,696 | 0.2% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $5.0K | 64,954 | 0.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $5.7K | 81,700 | 0.3% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $5.8K | 175,649 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $6.1K | 24,069 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $6.5K | 45,505 | 0.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $6.9K | 123,250 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $6.9K | 26,844 | 0.3% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $7.2K | 135,218 | 0.4% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $9.1K | 194,314 | 0.5% |
| Conocophillips(COP) | COM | 20825C104 | $389.0K | 12,618 | 19.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $736.0K | 5,132 | 36.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $754.0K | 19,180 | 37.4% |