Q1 2021 Holdings
Filed 2021-05-11 | 1013 holdings | $22.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| HP Inc(HPQ) | COM | 40434L105 | $1.2K | 36,585 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $1.2K | 3,935 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $1.2K | 4,280 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.2K | 8,991 | 0.0% |
| PPG Inds Inc(PPG) | COM | 693506107 | $1.2K | 8,034 | 0.0% |
| Ishares TR(IEV) | EUROPE ETF | 464287861 | $1.2K | 24,170 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.2K | 6,446 | 0.0% |
| American WTR WKS Co Inc New(AWK) | COM | 030420103 | $1.3K | 8,380 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.3K | 4,910 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.3K | 11,932 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $1.3K | 10,412 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.3K | 1,772 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.4K | 19,417 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.4K | 5,615 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $1.4K | 17,429 | 0.0% |
| Ishares Inc(EWJ) | MSCI JPN ETF NEW | 46434G822 | $1.4K | 20,161 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $1.4K | 11,533 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.4K | 6,285 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $1.4K | 9,026 | 0.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $1.4K | 27,293 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.4K | 5,660 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.4K | 9,966 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $1.4K | 7,107 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.4K | 10,716 | 0.0% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $1.5K | 27,105 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.5K | 22,838 | 0.0% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $1.5K | 17,046 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $1.5K | 40,187 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.5K | 2,899 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.6K | 7,369 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.6K | 27,465 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $1.6K | 29,640 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $1.6K | 4,293 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $1.7K | 21,708 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.7K | 14,243 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $1.7K | 12,230 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $1.7K | 6,137 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $1.7K | 13,598 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.8K | 10,683 | 0.0% |
| General Electric Co | COM | 369604103 | $1.8K | 138,940 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $1.8K | 47,664 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.9K | 14,378 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $2.0K | 12,932 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $2.0K | 10,103 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $2.0K | 31,241 | 0.0% |
| Invesco Exchange Traded FD T(PRF) | FTSE RAFI 1000 | 46137V613 | $2.0K | 13,188 | 0.0% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $2.1K | 11,973 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.2K | 9,622 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $2.2K | 4,808 | 0.0% |
| Ishares Gold TR(IAUUSD) | ISHARES | 464285105 | $2.2K | 136,644 | 0.0% |