Q1 2020 Holdings
Filed 2023-01-13 | 81 holdings | $702.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $612.0K | 4,244 | 87.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $11.5K | 111,364 | 1.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.3K | 24,349 | 0.9% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $5.9K | 74,653 | 0.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $5.6K | 35,793 | 0.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.5K | 26,253 | 0.5% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $3.4K | 36,957 | 0.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.2K | 27,649 | 0.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.7K | 22,992 | 0.4% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $2.5K | 15,255 | 0.4% |
| Procter & Gamble Co(PG) | COM | 742718109 | $2.4K | 21,991 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $2.3K | 8,891 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.3K | 17,188 | 0.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.2K | 24,218 | 0.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $2.0K | 10,314 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.6K | 10,178 | 0.2% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.4K | 16,555 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.3K | 10,161 | 0.2% |
| Invesco Exchange-Traded FD T(SPLV) | S&P500 LOW VOL | 46138E354 | $1.3K | 27,348 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.2K | 22,751 | 0.2% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $1.2K | 5,221 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.1K | 7,055 | 0.2% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $1.1K | 22,289 | 0.2% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $1.1K | 5,257 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $786 | 14,506 | 0.1% |
| Invesco Exchange-Traded FD T(PZA) | NATL AMT MUNI | 46138E537 | $770 | 29,832 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $758 | 12,570 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $723 | 370 | 0.1% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $718 | 5,212 | 0.1% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $711 | 5,601 | 0.1% |
| Vanguard World FD(MGV) | MEGA CAP VAL ETF | 921910840 | $678 | 10,176 | 0.1% |
| Welltower Inc(WELL) | COM | 95040Q104 | $665 | 14,444 | 0.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $664 | 10,595 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $643 | 555 | 0.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $636 | 9,003 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $594 | 5,209 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $584 | 3,207 | 0.1% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $563 | 4,613 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $540 | 13,946 | 0.1% |
| Vanguard World FDS(VCR) | CONSUM DIS ETF | 92204A108 | $488 | 3,361 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $457 | 10,193 | 0.1% |
| Ishares TR(IYH) | US HLTHCARE ETF | 464287762 | $453 | 2,406 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $453 | 4,683 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $448 | 15,333 | 0.1% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $442 | 6,173 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $430 | 5,914 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $430 | 3,814 | 0.1% |
| Vanguard World FDS(VIS) | INDUSTRIAL ETF | 92204A603 | $417 | 3,761 | 0.1% |
| Vaneck Vectors ETF TR(SHYD) | SHORT HIGH YIELD | 92189F387 | $416 | 18,426 | 0.1% |
| Vaneck Vectors ETF TR(ITM) | AMT FREE INT ETF | 92189H201 | $382 | 7,738 | 0.1% |