Q4 2018 Holdings
Filed 2019-01-29 | 238 holdings | $37.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Merck & Company Inc(MRK) | COM | 58933Y105 | $1.2K | 15,733 | 0.0% |
| Fidelity Msci Energy(FENY) | COM | 316092402 | $1.2K | 76,950 | 0.0% |
| Schwab U.S. Broad Market ETF(SCHB) | COM | 808524102 | $1.2K | 20,239 | 0.0% |
| Vanguard Telecom Service ETF(VOX) | COM | 92204A884 | $1.3K | 17,720 | 0.0% |
| Cognizant Tech Solutns CL A(CTSH) | COM | 192446102 | $1.4K | 21,652 | 0.0% |
| Accenture PLC Ireland(ACN) | COM | G1151C101 | $1.4K | 9,862 | 0.0% |
| Danaher(DHR) | COM | 235851102 | $1.4K | 13,562 | 0.0% |
| Factset Research Systems(FDS) | COM | 303075105 | $1.4K | 7,031 | 0.0% |
| Legg Mason(LMEUR) | COM | 524901105 | $1.4K | 56,488 | 0.0% |
| Check Point Software ORD(CHKP) | COM | M22465104 | $1.4K | 14,053 | 0.0% |
| Interpublic Group of Companies(IPG) | COM | 460690100 | $1.5K | 70,859 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $1.5K | 23,564 | 0.0% |
| Ishares Core S&P SM Cap ETF(IJR) | COM | 464287804 | $1.5K | 22,043 | 0.0% |
| Nextera Energy(NEE) | COM | 65339F101 | $1.6K | 8,944 | 0.0% |
| Perrigo Company(PRGO) | COM | G97822103 | $1.7K | 43,220 | 0.0% |
| Estee Lauder Companies(EL) | COM | 518439104 | $1.7K | 12,933 | 0.0% |
| Ishares S&P 500 Index(IVV) | COM | 464287200 | $1.7K | 6,804 | 0.0% |
| Vanguard Russell 1000 Value ET(VONV) | COM | 92206C714 | $1.8K | 18,114 | 0.0% |
| Toll Brothers(TOL) | COM | 889478103 | $1.8K | 54,770 | 0.0% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $1.8K | 18,678 | 0.0% |
| Colgate Palmolive(CL) | COM | 194162103 | $1.8K | 30,635 | 0.0% |
| General Mills Inc(GIS) | COM | 370334104 | $1.8K | 46,978 | 0.0% |
| S&P 500 SPDRs(SPY) | COM | 78462F103 | $1.9K | 7,411 | 0.0% |
| First Bancorp(FBNC) | COM | 318910106 | $1.9K | 58,583 | 0.0% |
| Unitedhealth Group(UNH) | COM | 91324P102 | $2.0K | 7,930 | 0.0% |
| Ishares Russell 1000 Growth(IWF) | COM | 464287614 | $2.0K | 15,524 | 0.0% |
| Spdr Portfolio S&P 500 Growth(SPYG) | COM | 78464A409 | $2.1K | 64,193 | 0.0% |
| Amazon.com(AMZN) | COM | 023135106 | $2.1K | 1,395 | 0.0% |
| Ishares Msci Eafe Index(EFA) | COM | 464287465 | $2.1K | 35,697 | 0.0% |
| Ishares Russell 2000 Growth in(IWO) | COM | 464287648 | $2.1K | 12,687 | 0.0% |
| Vanguard Info Tech Index ETF(VGT) | COM | 92204A702 | $2.1K | 12,849 | 0.0% |
| Fluor(FLR) | COM | 343412102 | $2.2K | 69,656 | 0.0% |
| Spdr S&P Biotech(XBI) | COM | 78464A870 | $2.4K | 32,843 | 0.0% |
| Ishares S&P Midcap 400 Index(IJH) | COM | 464287507 | $2.4K | 14,218 | 0.0% |
| Duke Energy Corp(DUK) | COM | 26441C204 | $2.6K | 29,899 | 0.0% |
| Vanguard Small-Cap Growth ETF(VBK) | COM | 922908595 | $2.8K | 18,585 | 0.0% |
| SEI Investments(SEIC) | COM | 784117103 | $2.9K | 62,692 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $2.9K | 79,571 | 0.0% |
| Ishares TR Russell Midcap ETF(IWR) | COM | 464287499 | $3.0K | 63,720 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $3.0K | 104,205 | 0.0% |
| Coca-Cola Company(KO) | COM | 191216100 | $3.1K | 65,160 | 0.0% |
| Berkshire Hathaway Inc CL B(BRK/B) | COM | 084670702 | $3.2K | 15,658 | 0.0% |
| Ishares Russell Midcap Growth(IWP) | COM | 464287481 | $3.3K | 29,020 | 0.0% |
| Ishares Core US Growth(IUSG) | COM | 464287671 | $3.5K | 65,658 | 0.0% |
| Nucor Corp(NUE) | COM | 670346105 | $3.6K | 68,576 | 0.0% |
| Ishares Msci Emerging Markets(EEM) | COM | 464287234 | $3.6K | 93,163 | 0.0% |
| Dollar General(DG) | COM | 256677105 | $3.7K | 34,640 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $3.8K | 19,941 | 0.0% |
| BB&T(BBTUSD) | COM | 054937107 | $3.9K | 90,088 | 0.0% |
| Alphabet(GOOGL) | COM | 02079K305 | $3.9K | 3,769 | 0.0% |