Q3 2020 Holdings
Filed 2020-10-21 | 336 holdings | $25.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nextera Energy Inc(NEE) | Com | 65339F101 | $3.8K | 13,692 | 0.0% |
| Consumer Disc Select Sector Spdr ETF(XLY) | Com | 81369Y407 | $3.9K | 26,550 | 0.0% |
| Vanguard Ftse Pacific ETF(VPL) | Com | 922042866 | $4.1K | 60,837 | 0.0% |
| Technology Select Sect Spdr ETF(XLK) | Com | 81369Y803 | $4.3K | 36,901 | 0.0% |
| Spdr S&P Dividend ETF(SDY) | Com | 78464A763 | $4.4K | 47,992 | 0.0% |
| Novartis AG ADR(NVSN) | Com | 66987V109 | $4.5K | 51,536 | 0.0% |
| Evergy Inc(EVRG) | Com | 30034W106 | $4.6K | 91,187 | 0.0% |
| Emerson Electric Co(EMR) | Com | 291011104 | $4.8K | 73,438 | 0.0% |
| Vanguard Ftse Europe ETF(VGK) | Com | 922042874 | $4.8K | 92,165 | 0.0% |
| Ishares ESG Aware Msci EM ETF(ESGE) | Com | 46434G863 | $4.9K | 136,956 | 0.0% |
| Stryker Corp(SYK) | Com | 863667101 | $4.9K | 23,539 | 0.0% |
| Lincoln Electric Holdings(LECO) | Com | 533900106 | $4.9K | 53,740 | 0.0% |
| Skyworks Solutions Inc(SWKS) | Com | 83088M102 | $5.0K | 34,387 | 0.0% |
| Spdr S&p500 ETF(SPY) | Com | 78462F103 | $5.5K | 16,348 | 0.0% |
| Goldman Sachs Activebeta US LGE Cap EQ ETF(GSLC) | Com | 381430503 | $5.5K | 81,490 | 0.0% |
| Broadridge Finl Solutions Inc(BR) | Com | 11133T103 | $5.8K | 43,608 | 0.0% |
| Vanguard Industrials ETF(VIS) | Com | 92204A603 | $5.9K | 41,008 | 0.0% |
| Charles Schwab Corp(SCHW) | Com | 808513105 | $5.9K | 164,180 | 0.0% |
| Eaton Corp PLC(ETN) | Com | G29183103 | $6.1K | 59,463 | 0.0% |
| Vanguard Mid Cap Value ETF(VOE) | Com | 922908512 | $6.5K | 63,744 | 0.0% |
| Verizon Communications(VZ) | Com | 92343V104 | $6.5K | 109,410 | 0.0% |
| Alphabet Inc CL C(GOOG) | Com | 02079K107 | $6.5K | 4,430 | 0.0% |
| Starbucks Corp(SBUX) | Com | 855244109 | $6.6K | 76,534 | 0.0% |
| Texas Instruments Inc(TXN) | Com | 882508104 | $6.8K | 47,342 | 0.0% |
| Vanguard Mid Cap Growth ETF(VOT) | Com | 922908538 | $7.1K | 39,335 | 0.0% |
| Merck & Co Inc(MRK) | Com | 58933Y105 | $7.2K | 87,229 | 0.0% |
| Facebook Inc(META) | Com | 30303M102 | $7.3K | 27,770 | 0.0% |
| TJX Companies Inc(TJX) | Com | 872540109 | $7.4K | 133,271 | 0.0% |
| Kimberly-Clark Corp(KMB) | Com | 494368103 | $7.5K | 50,612 | 0.0% |
| Kroger Co(KR) | Com | 501044101 | $7.6K | 223,205 | 0.0% |
| Ebay Inc(EBAY) | Com | 278642103 | $7.7K | 148,729 | 0.0% |
| Target Corp(TGT) | Com | 87612E106 | $8.0K | 50,656 | 0.0% |
| Medtronic PLC(MDT) | Com | G5960L103 | $8.1K | 77,462 | 0.0% |
| Pepsico Inc(PEP) | Com | 713448108 | $8.1K | 58,375 | 0.0% |
| Amgen Inc(AMGN) | Com | 031162100 | $8.2K | 32,261 | 0.0% |
| Unitedhealth Group Inc(UNH) | Com | 91324P102 | $8.2K | 26,319 | 0.0% |
| JP Morgan Chase & Co(JPM) | Com | 46625H100 | $8.5K | 87,907 | 0.0% |
| Accenture PLC(ACN) | Com | G1151C101 | $8.6K | 38,273 | 0.0% |
| Truist Financial Corp(TFC) | Com | 89832Q109 | $8.8K | 230,779 | 0.0% |
| Dollar General Corp(DG) | Com | 256677105 | $9.4K | 44,940 | 0.0% |
| Lowes Companies Inc(LOW) | Com | 548661107 | $9.5K | 57,421 | 0.0% |
| Berkshire Hathaway Inc B(BRK/B) | Com | 084670702 | $9.7K | 45,500 | 0.0% |
| Johnson & Johnson Co(JNJ) | Com | 478160104 | $9.7K | 65,096 | 0.0% |
| Vanguard Dividend Apprec ETF(VIG) | Com | 921908844 | $10.4K | 80,620 | 0.0% |
| Oracle Corporation(ORCL) | Com | 68389X105 | $10.5K | 175,694 | 0.0% |
| Alphabet Inc CL A(GOOGL) | Com | 02079K305 | $10.7K | 7,301 | 0.0% |
| Public Service Enterprise Group(PEG) | Com | 744573106 | $10.8K | 197,033 | 0.0% |
| Goldman Sachs Activebeta Intl Equity ETF(GSIE) | Com | 381430107 | $11.1K | 392,526 | 0.0% |
| Procter & Gamble Co(PG) | Com | 742718109 | $11.4K | 82,041 | 0.0% |
| Vanguard Total Stock MKT ETF(VTI) | Com | 922908769 | $11.6K | 68,361 | 0.0% |