Q1 2020 Holdings
Filed 2020-05-05 | 121 holdings | $5.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intuit(INTU) | COM | 461202103 | $385 | 1,672 | 0.0% |
| Principal Finl Group Inc(PFG) | COM | 74251V102 | $390 | 12,452 | 0.0% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $390 | 8,072 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $403 | 2,161 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $408 | 3,456 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $426 | 4,728 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $430 | 4,450 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $434 | 1,609 | 0.0% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $455 | 13,386 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $460 | 8,491 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $463 | 1,538 | 0.0% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $463 | 3,806 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $470 | 4,277 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $485 | 16,621 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $490 | 9,123 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $496 | 427 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $502 | 3,830 | 0.0% |
| Vaneck Vectors ETF TR(MOAT) | MORNINGSTAR WIDE | 92189F643 | $526 | 12,017 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $537 | 7,363 | 0.0% |
| Ishares TR(IXC) | GLOBAL ENERG ETF | 464287341 | $551 | 32,598 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $595 | 3,690 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $618 | 4,105 | 0.0% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $634 | 22,283 | 0.0% |
| Woodward Inc(WWD) | COM | 980745103 | $663 | 11,146 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $675 | 4,046 | 0.0% |
| Ishares TR(IXJ) | GLOB HLTHCRE ETF | 464287325 | $731 | 11,999 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $787 | 10,233 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $803 | 14,314 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $910 | 8,007 | 0.0% |
| Global X FDS | GLB X MLP ENRG I | 37950E226 | $914 | 148,845 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $944 | 5,166 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $974 | 10,964 | 0.0% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $1.0K | 18,513 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.2K | 596 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.2K | 40,863 | 0.0% |
| Ishares Inc(EWG) | MSCI GERMANY ETF | 464286806 | $1.2K | 55,894 | 0.0% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $1.2K | 8,966 | 0.0% |
| J P Morgan Exchange-Traded F | BETBULD JAPAN | 46641Q712 | $1.3K | 64,537 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.3K | 9,215 | 0.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $1.4K | 20,018 | 0.0% |
| Schwab Strategic TR(FNDE) | SCHWB FDT EMK LG | 808524730 | $1.4K | 68,917 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.5K | 5,822 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.8K | 52,469 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.8K | 7,157 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $1.8K | 22,251 | 0.0% |
| Ishares TR(EWU) | MSCI UK ETF NEW | 46435G334 | $2.0K | 84,072 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.1K | 13,164 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.3K | 17,643 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.4K | 26,796 | 0.0% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $3.1K | 86,287 | 0.1% |