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WBH Advisory Inc

Q1 2019 Holdings

Filed 2019-04-22 | 232 holdings | $10.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Home Depot(HD)COM437076102$1.3K6,8250.0%
FedEx Corp(FDX)COM31428X106$1.4K7,4700.0%
Mastercard(MA)COM57636Q104$1.4K5,8550.0%
Schwab US Reit(SCHH)ETF808524847$1.4K31,4850.0%
United Tech(UTXZ)COM913017109$1.4K10,8890.0%
ColgatePalmolive(CL)COM194162103$1.4K20,9410.0%
Vguard Dev Mkt(VEA)ETF921943858$1.4K35,2170.0%
iShares S&P Mid(IJH)ETF464287507$1.4K7,6230.0%
Coca-Cola Company(KO)COM191216100$1.5K31,0410.0%
Sun Communities(SUI)COM866674104$1.5K12,6420.0%
Lowes(LOW)COM548661107$1.5K13,7970.0%
Oracle Corp(ORCL)COM68389X105$1.5K28,7650.0%
J P Morgan(JPM)COM46625H100$1.6K15,6760.0%
Vanguard Industrials(VIS)ETF92204A603$1.6K11,4370.0%
Starbucks(SBUX)COM855244109$1.6K21,6860.0%
Amazon com(AMZN)COM023135106$1.6K9140.0%
Amer Tower(AMT)COM03027X100$1.7K8,4180.0%
Schwab Emrg Mkt(SCHE)ETF808524706$1.7K65,3590.0%
Norfolk Southern(NSC)COM655844108$1.7K9,3050.0%
iShares Trust Core Msci(IEFA)ETF46432F842$1.7K28,6510.0%
CSX Corp(CSX)COM126408103$1.8K24,0570.0%
Altria Group Inc(MO)COM02209S103$1.8K31,3570.0%
Chevron Corp(CVX)COM166764100$1.9K15,1100.0%
Utilities Spdr(XLU)ETF81369Y886$1.9K32,4050.0%
Eli Lilly Company(LLY)COM532457108$1.9K14,5700.0%
Verizon Comm(VZ)COM92343V104$1.9K32,1790.0%
Vanguard Telecom(VOX)ETF92204A884$1.9K23,2900.0%
Visa(V)CL A92826C839$2.0K12,6350.0%
Kimberly Clark(KMB)COM494368103$2.1K16,7290.0%
McCormick(MKC)COM579780206$2.1K13,8190.0%
Real Estate Select Spdr(XLRE)ETF81369Y860$2.2K59,4540.0%
Travelers Co(TRV)COM89417E109$2.2K16,2750.0%
ishares Emerg Mkts(IEMG)ETF46434G103$2.2K43,1840.0%
Pfizer(PFE)COM717081103$2.2K52,6210.0%
Vanguard Energy(VDE)ETF92204A306$2.3K25,4850.0%
Boeing Co(BA)COM097023105$2.3K6,1590.0%
Yum! Brands Inc(YUM)COM988498101$2.4K24,1590.0%
Spdr S&P Mid Cap(MDY)ETF78467Y107$2.4K7,0810.0%
Vanguard Utilities(VPU)ETF92204A876$2.7K20,7390.0%
Invesco QQQ Tst(QQQ)ETF46090E103$2.7K14,9940.0%
Vguard Emer Mkt(VWO)ETF922042858$2.8K65,0020.0%
Exxon Mobil(XOM)COM30231G102$2.9K35,7870.0%
3 M Company(MMM)COM88579Y101$3.2K15,1970.0%
Intel Corp(INTC)COM458140100$3.2K59,7190.0%
iShares Core S&P US Stock(ITOT)ETF464287150$3.4K52,0400.0%
Berkshire Htwy Cl BCOM084670207$3.4K16,7940.0%
Schwab Intl Equity(SCHF)ETF808524805$3.4K109,9620.0%
Nike(NKE)COM654106103$3.5K41,6600.0%
Consumer Stpls Spdr(XLP)ETF81369Y308$3.6K64,4910.0%
Apple Computer(AAPL)COM037833100$4.2K22,0610.0%
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