Q1 2020 Holdings
Filed 2020-05-07 | 215 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coca-Cola Company(KO) | COM | 191216100 | $1.4K | 32,757 | 0.0% |
| Visa(V) | CL A | 92826C839 | $1.5K | 9,100 | 0.0% |
| Schwab Emrg Mkt(SCHE) | ETF | 808524706 | $1.5K | 71,696 | 0.0% |
| Amazon com(AMZN) | COM | 023135106 | $1.5K | 762 | 0.0% |
| Pfizer(PFE) | COM | 717081103 | $1.5K | 46,533 | 0.0% |
| Sun Communities(SUI) | COM | 866674104 | $1.6K | 12,964 | 0.0% |
| McCormick(MKC/V) | COM | 579780107 | $1.6K | 11,657 | 0.0% |
| Verizon Comm(VZ) | COM | 92343V104 | $1.8K | 32,808 | 0.0% |
| 3 M Company(MMM) | COM | 88579Y101 | $1.8K | 12,938 | 0.0% |
| Merck(MRK) | COM | 58933Y105 | $1.8K | 23,276 | 0.0% |
| Vanguard Telecom(VOX) | ETF | 92204A884 | $1.8K | 23,883 | 0.0% |
| Real Estate Select Spdr(XLRE) | ETF | 81369Y860 | $1.9K | 60,953 | 0.0% |
| Spdr Portfolio Sm Ca;(SPSM) | ETF | 78468R853 | $1.9K | 87,364 | 0.0% |
| Kimberly Clark(KMB) | COM | 494368103 | $2.0K | 15,448 | 0.0% |
| Utilities Spdr(XLU) | ETF | 81369Y886 | $2.0K | 35,770 | 0.0% |
| Spdr S&P 400 Mid Cap(SPMD) | ETF | 78464A847 | $2.0K | 78,273 | 0.0% |
| Eli Lilly Company(LLY) | COM | 532457108 | $2.0K | 14,399 | 0.0% |
| Energy Select Spdr(XLE) | ETF | 81369Y506 | $2.4K | 81,594 | 0.0% |
| Ishares CoreMSCI(IXUS) | ETF | 46432F834 | $2.4K | 51,290 | 0.0% |
| Vanguard Utilities(VPU) | ETF | 92204A876 | $2.4K | 19,947 | 0.0% |
| ishares Emerg Mkts(IEMG) | ETF | 46434G103 | $2.5K | 61,541 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $2.9K | 53,020 | 0.0% |
| Nike(NKE) | COM | 654106103 | $2.9K | 35,149 | 0.0% |
| Financial Select(XLF) | COM | 81369Y605 | $3.0K | 145,745 | 0.0% |
| iShres Core Msci Aefe(IEFA) | ETF | 46432F842 | $3.0K | 61,006 | 0.0% |
| Vgrd Idx Total Bnd(BND) | ETF | 921937835 | $3.1K | 35,938 | 0.0% |
| Schwab Intl Equity(SCHF) | ETF | 808524805 | $3.1K | 120,707 | 0.0% |
| Vanguard Ftse(VEU) | ETF | 922042775 | $3.3K | 79,784 | 0.0% |
| Berkshire Htwy Cl B | COM | 084670207 | $3.3K | 18,158 | 0.0% |
| Invesco QQQ(QQQ) | ETF | 46090E103 | $3.3K | 17,489 | 0.0% |
| Consumer Stpls Spdr(XLP) | ETF | 81369Y308 | $3.6K | 65,553 | 0.0% |
| McDonalds(MCD) | COM | 580135101 | $3.7K | 22,117 | 0.0% |
| Walt Disney(DIS) | COM | 254687106 | $3.7K | 38,732 | 0.0% |
| PepsiCo(PEP) | COM | 713448108 | $3.8K | 31,750 | 0.0% |
| Vanguard Sh-Term Corp(VCSH) | ETF | 92206C409 | $3.9K | 48,814 | 0.0% |
| Schwab US Lg Cap(SCHX) | ETF | 808524201 | $3.9K | 63,331 | 0.0% |
| Industrial Spdr(XLI) | COM | 81369Y704 | $4.0K | 68,448 | 0.0% |
| Technology Spdr(XLK) | ETF | 81369Y803 | $4.5K | 55,666 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $4.8K | 43,183 | 0.1% |
| Spdr S&P 500(SPYM) | ETF | 78464A854 | $5.2K | 171,467 | 0.1% |
| Apple Computer(AAPL) | COM | 037833100 | $5.2K | 20,571 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.2K | 39,956 | 0.1% |
| Consumer Discr Spdr(XLY) | ETF | 81369Y407 | $5.5K | 56,458 | 0.1% |
| Healthcare Spdr(XLV) | COM | 81369Y209 | $5.7K | 64,456 | 0.1% |
| iShares Core S&P US Stock(ITOT) | ETF | 464287150 | $6.1K | 107,068 | 0.1% |
| Vanguard Interediate Govt(VGIT) | ETF | 92206C706 | $6.4K | 91,176 | 0.1% |
| Communication Svs(XLC) | ETF | 81369Y852 | $6.7K | 150,887 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.9K | 43,730 | 0.1% |
| Vanguard Fin(VFH) | ETF | 92204A405 | $8.1K | 159,864 | 0.1% |
| Vanguard Ttl Intl(VXUS) | ETF | 921909768 | $8.4K | 199,502 | 0.1% |