Q2 2021 Holdings
Filed 2021-08-03 | 231 holdings | $23.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Texas Instruments Inc(TXN) | COM | 882508104 | $2.9K | 15,213 | 0.0% |
| Spdr Gold Shares(GLD) | COM | 78463V107 | $3.0K | 18,024 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.0K | 8,167 | 0.0% |
| Schwab US Large-Cap ETF(SCHX) | COM | 808524201 | $3.0K | 29,309 | 0.0% |
| Church & Dwight Co Inc(CHD) | COM | 171340102 | $3.1K | 35,797 | 0.0% |
| Iqvia Holdings Inc(IQV) | COM | 46266C105 | $3.1K | 12,684 | 0.0% |
| Vanguard Total Intl Stock(VXUS) | COM | 921909768 | $3.2K | 48,899 | 0.0% |
| Vanguard Total Intl Bond ETF(BNDX) | COM | 92203J407 | $3.3K | 58,068 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $3.3K | 16,769 | 0.0% |
| Jacobs Engineering Group Inc(JECUSD) | COM | 469814107 | $3.4K | 25,120 | 0.0% |
| Keysight Technologies in(KEYS) | COM | 49338L103 | $3.4K | 21,963 | 0.0% |
| Ishares Russell 1000 Growth(IWF) | COM | 464287614 | $3.4K | 12,653 | 0.0% |
| Cigna Corp(CI) | COM | 125523100 | $3.5K | 14,898 | 0.0% |
| Spdr S&P Dividend ETF(SDY) | COM | 78464A763 | $3.6K | 29,031 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $3.6K | 24,057 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $3.7K | 17,918 | 0.0% |
| Amphenol Corp(APH) | COM | 032095101 | $3.8K | 55,885 | 0.0% |
| Vanguard Ftse All-World EX(VEU) | COM | 922042775 | $3.8K | 60,393 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $3.9K | 34,504 | 0.0% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $3.9K | 15,920 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $4.0K | 4,574 | 0.0% |
| Isha Curr Hedged Msci Eafe(HEFA) | COM | 46434V803 | $4.0K | 115,836 | 0.0% |
| Zoetis Inc(ZTS) | COM | 98978V103 | $4.5K | 24,004 | 0.0% |
| Ishares Russell 2000 ETF(IWM) | COM | 464287655 | $4.5K | 19,599 | 0.0% |
| Morgan Stanley(MS) | COM | 617446448 | $4.7K | 50,790 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $4.7K | 39,768 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $5.0K | 47,818 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $5.1K | 10,119 | 0.0% |
| Vanguard Total Bond Market(BND) | COM | 921937835 | $5.1K | 59,899 | 0.0% |
| Walt Disney Co(DIS) | COM | 254687106 | $5.2K | 29,360 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $5.5K | 11,493 | 0.0% |
| Honeywell International Inc(HON) | COM | 438516106 | $5.5K | 25,111 | 0.0% |
| Invesco S&P 500 Equal Weight(RSP) | COM | 46137V357 | $5.6K | 37,079 | 0.0% |
| Schwab US Broad Market ETF(SCHB) | COM | 808524102 | $6.0K | 57,478 | 0.0% |
| Lowe's COS Inc(LOW) | COM | 548661107 | $6.1K | 31,616 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $6.2K | 15,384 | 0.0% |
| Accenture PLC(ACN) | COM | G1151C101 | $6.6K | 22,363 | 0.0% |
| Ishares Core Msci Eafe ETF(IEFA) | COM | 46432F842 | $6.8K | 90,285 | 0.0% |
| Intuit Inc(INTU) | COM | 461202103 | $7.3K | 14,976 | 0.0% |
| Vanguard Total Stock MKT ETF(VTI) | COM | 922908769 | $7.4K | 33,072 | 0.0% |
| Ishares Msci Eafe ETF(EFA) | COM | 464287465 | $7.5K | 95,379 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $7.6K | 46,312 | 0.0% |
| Mastercard Inc(MA) | COM | 57636Q104 | $8.1K | 22,303 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $8.4K | 54,132 | 0.0% |
| Ishares S&P 500 Growth ETF(IVW) | COM | 464287309 | $10.1K | 138,485 | 0.0% |
| Ishares Core Msci Emerging(IEMG) | COM | 46434G103 | $11.2K | 166,505 | 0.0% |
| Schwab Intl Equity ETF(SCHF) | COM | 808524805 | $12.7K | 321,534 | 0.1% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $13.3K | 5,453 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $14.7K | 4,286 | 0.1% |
| Vanguard Small-Cap ETF(VB) | COM | 922908751 | $14.8K | 65,527 | 0.1% |