Q2 2018 Holdings
Filed 2018-07-31 | 231 holdings | $9.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eli Lilly Company(LLY) | COM | 532457108 | $1.2K | 14,174 | 0.0% |
| Prudential Financial(PRU) | COM | 744320102 | $1.2K | 12,930 | 0.0% |
| Sun Communities(SUI) | COM | 866674104 | $1.2K | 12,651 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.2K | 19,269 | 0.0% |
| Amer Tower(AMT) | COM | 03027X100 | $1.3K | 8,741 | 0.0% |
| Northrop Grumman(NOC) | COM | 666807102 | $1.3K | 4,152 | 0.0% |
| Starbucks(SBUX) | COM | 855244109 | $1.3K | 26,393 | 0.0% |
| Schwab Emrg Mkt(SCHE) | ETF | 808524706 | $1.3K | 50,308 | 0.0% |
| Chubb Ltd(CB) | COM | H1467J104 | $1.3K | 10,291 | 0.0% |
| United Tech(UTXZ) | COM | 913017109 | $1.3K | 10,592 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.3K | 30,171 | 0.0% |
| Lowes(LOW) | COM | 548661107 | $1.3K | 14,117 | 0.0% |
| Coca-Cola Company(KO) | COM | 191216100 | $1.4K | 31,258 | 0.0% |
| Merck(MRK) | COM | 58933Y105 | $1.4K | 22,845 | 0.0% |
| Norfolk Southern(NSC) | COM | 655844108 | $1.4K | 9,598 | 0.0% |
| ColgatePalmolive(CL) | COM | 194162103 | $1.5K | 23,461 | 0.0% |
| Amazon com(AMZN) | COM | 023135106 | $1.5K | 909 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $1.6K | 24,692 | 0.0% |
| iShares Trust Core Msci(IEFA) | ETF | 46432F842 | $1.6K | 24,962 | 0.0% |
| A T & T(T) | COM | 00206R102 | $1.6K | 49,723 | 0.0% |
| Utilities Spdr(XLU) | ETF | 81369Y886 | $1.6K | 30,851 | 0.0% |
| J P Morgan(JPM) | COM | 46625H100 | $1.6K | 15,740 | 0.0% |
| Verizon Comm(VZ) | COM | 92343V104 | $1.7K | 33,335 | 0.0% |
| FedEx Corp(FDX) | COM | 31428X106 | $1.7K | 7,444 | 0.0% |
| Visa(V) | CL A | 92826C839 | $1.7K | 12,906 | 0.0% |
| Home Depot(HD) | COM | 437076102 | $1.7K | 8,771 | 0.0% |
| McCormick(MKC) | COM | 579780206 | $1.7K | 15,041 | 0.0% |
| Real Estate Select Spdr(XLRE) | ETF | 81369Y860 | $1.8K | 54,480 | 0.0% |
| Spdr S&P Mid Cap(MDY) | ETF | 78467Y107 | $1.8K | 5,085 | 0.0% |
| Vanguard Energy(VDE) | ETF | 92204A306 | $1.8K | 17,277 | 0.0% |
| Yum! Brands Inc(YUM) | COM | 988498101 | $1.9K | 24,629 | 0.0% |
| Pfizer(PFE) | COM | 717081103 | $2.0K | 54,507 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.0K | 34,882 | 0.0% |
| Kimberly Clark(KMB) | COM | 494368103 | $2.0K | 18,812 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $2.0K | 5,952 | 0.0% |
| Travelers Co(TRV) | COM | 89417E109 | $2.0K | 16,339 | 0.0% |
| Chevron Corp(CVX) | COM | 166764100 | $2.1K | 16,389 | 0.0% |
| Vanguard Telecom(VOX) | ETF | 92204A884 | $2.2K | 25,380 | 0.0% |
| Powershares QQQ | ETF | 73935A104 | $2.4K | 13,903 | 0.0% |
| Vanguard Utilities(VPU) | ETF | 92204A876 | $2.4K | 20,976 | 0.0% |
| Schwab Intl Equity(SCHF) | ETF | 808524805 | $2.8K | 83,779 | 0.0% |
| Schwab US Lg Cap(SCHX) | ETF | 808524201 | $3.0K | 45,596 | 0.0% |
| Berkshire Htwy Cl B | COM | 084670207 | $3.0K | 16,117 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.0K | 61,030 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $3.1K | 37,428 | 0.0% |
| 3 M Company(MMM) | COM | 88579Y101 | $3.1K | 15,768 | 0.0% |
| iShares Core S&P US Stock(ITOT) | ETF | 464287150 | $3.2K | 50,996 | 0.0% |
| ishares Emerg Mkts(IEMG) | ETF | 46434G103 | $3.5K | 65,716 | 0.0% |
| Consumer Stpls Spdr(XLP) | ETF | 81369Y308 | $3.5K | 67,385 | 0.0% |
| Nike(NKE) | COM | 654106103 | $3.6K | 45,254 | 0.0% |