Q2 2020 Holdings
Filed 2020-08-10 | 97 holdings | $14.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| General Electric Company | COM | 369604103 | $138 | 20,338 | 0.0% |
| Masco Corp(MAS) | COM | 574599106 | $200 | 4,000 | 0.0% |
| Genuine Parts(GPC) | COM | 372460105 | $207 | 2,390 | 0.0% |
| Yum China Holding Inc.(YUMC) | COM | 98850P109 | $207 | 4,320 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $218 | 740 | 0.0% |
| FireEye Inc.(FEYECHF) | COM | 31816Q101 | $230 | 18,900 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $244 | 4,710 | 0.0% |
| Vanguard Emerging Markets Vipe(VWO) | COM | 922042858 | $263 | 6,664 | 0.0% |
| Qualcomm, Inc.(QCOM) | COM | 747525103 | $269 | 2,960 | 0.0% |
| Amgen Inc.(AMGN) | COM | 031162100 | $278 | 1,180 | 0.0% |
| Marsh & McLennan Companies, In(MRSH) | COM | 571748102 | $281 | 2,620 | 0.0% |
| Clorox Company(CLX) | COM | 189054109 | $301 | 1,375 | 0.0% |
| Emerson Electric Co(EMR) | COM | 291011104 | $316 | 5,100 | 0.0% |
| Waste Management, Inc.(WM) | COM | 94106L109 | $327 | 3,090 | 0.0% |
| Yum! Brands Inc.(YUM) | COM | 988498101 | $388 | 4,468 | 0.0% |
| PPG Industries(PPG) | COM | 693506107 | $392 | 3,700 | 0.0% |
| iShares Core Total US Bond Mar(AGG) | COM | 464287226 | $405 | 3,430 | 0.0% |
| Danaher Corp.(DHR) | COM | 235851102 | $422 | 2,388 | 0.0% |
| Caterpillar(CAT) | COM | 149123101 | $432 | 3,422 | 0.0% |
| Boston Properties, Inc.(BXP) | COM | 101121101 | $438 | 4,850 | 0.0% |
| Vanguard Europe Pacific ETF(VEA) | COM | 921943858 | $440 | 11,348 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $450 | 8,236 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $450 | 3,185 | 0.0% |
| Illinois Tool Works(ITW) | COM | 452308109 | $451 | 2,580 | 0.0% |
| Bristol-Myers Squibb Company(BMY) | COM | 110122108 | $527 | 8,970 | 0.0% |
| Intl Business Machines Corp(IBM) | COM | 459200101 | $530 | 4,393 | 0.0% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $535 | 194 | 0.0% |
| iShares S&P Growth Allocation(AOR) | COM | 464289867 | $565 | 12,187 | 0.0% |
| Oracle Corp.(ORCL) | COM | 68389X105 | $583 | 10,564 | 0.0% |
| Paychex, Inc.(PAYX) | COM | 704326107 | $587 | 7,755 | 0.0% |
| Pfizer Inc.(PFE) | COM | 717081103 | $672 | 20,572 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $734 | 4,473 | 0.0% |
| J.P. Morgan Chase & Co.(JPM) | COM | 46625H100 | $764 | 8,126 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $785 | 4,360 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $912 | 2,517 | 0.0% |
| Chevron Corp(CVX) | COM | 166764100 | $958 | 10,740 | 0.0% |
| AT&T Corp(T) | COM | 00206R102 | $1.0K | 33,385 | 0.0% |
| Vanguard Ftse All-World Ex-US(VEU) | COM | 922042775 | $1.1K | 22,195 | 0.0% |
| Alphabet, Inc.(GOOG) | COM | 02079K107 | $1.1K | 788 | 0.0% |
| Nextera Energy Inc.(NEE) | COM | 65339F101 | $1.3K | 5,344 | 0.0% |
| Amex Energy Sector Spdr(XLE) | COM | 81369Y506 | $1.4K | 35,807 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.4K | 9,702 | 0.0% |
| Duke Energy Corp.(DUK) | COM | 26441C204 | $1.5K | 18,324 | 0.0% |
| Cintas Corporation(CTAS) | COM | 172908105 | $1.5K | 5,530 | 0.0% |
| iShares Core S&P Midcap ETF(IJH) | COM | 464287507 | $1.5K | 8,644 | 0.0% |
| iShares Nasdaq Biotechnology I(IBB) | COM | 464287556 | $1.8K | 13,196 | 0.0% |
| Vanguard Total Stock Market ET(VTI) | COM | 922908769 | $1.9K | 12,380 | 0.0% |
| Vanguard Small-Cap ETF(VB) | COM | 922908751 | $2.0K | 13,384 | 0.0% |
| iShares Comex Gold Trust(IAUUSD) | COM | 464285105 | $2.0K | 117,027 | 0.0% |
| iShares iBoxx High Yield Corp(HYG) | COM | 464288513 | $2.0K | 24,524 | 0.0% |