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 |
|---|---|---|---|---|---|
| Vanguard SmallCap(VB) | ETF | 922908751 | $9.9K | 86,118 | 0.1% |
| Vanguard Total World(VT) | ETF | 922042742 | $11.1K | 177,381 | 0.1% |
| Schwab US Broad(SCHB) | ETF | 808524102 | $14.3K | 236,006 | 0.2% |
| Vanguard Health(VHT) | ETF | 92204A504 | $14.8K | 89,043 | 0.2% |
| Vanguard Total Stk(VTI) | ETF | 922908769 | $21.1K | 163,547 | 0.2% |
| Vanguard InfoTech(VGT) | ETF | 92204A702 | $29.0K | 136,973 | 0.3% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $57.4K | 22,227 | 0.6% |
| ConocoPhillips(COP) | COM | 20825C104 | $328.0K | 10,680 | 3.5% |
| Alibaba Group(BABA) | COM | 01609W102 | $377.0K | 1,942 | 4.0% |
| Constellation Brand(STZ) | COM | 21036P108 | $382.0K | 2,668 | 4.0% |
| Abbvie(ABBV) | COM | 00287Y109 | $837.0K | 10,998 | 8.9% |
| Boeing Co(BA) | COM | 097023105 | $839.0K | 5,627 | 8.9% |
| Cummins Inc(CMI) | COM | 231021106 | $1.6M | 11,762 | 16.9% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $2.3M | 58,194 | 24.2% |
| Costco(COST) | COM | 22160K105 | $2.4M | 8,343 | 25.2% |