Q1 2019 Holdings
Filed 2019-04-08 | 259 holdings | $3.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHX) | OTHER | 808524201 | $27.8K | 410,504 | 0.8% |
| Ishares Core S&P Mid-Cap ETF(IJH) | OTHER | 464287507 | $29.7K | 156,562 | 0.9% |
| Ishares Core S&P Small-Cap ETF(IJR) | OTHER | 464287804 | $30.3K | 392,636 | 0.9% |
| Ishares 3-7 Year Treasury Bond(IEI) | OTHER | 464288661 | $31.4K | 254,843 | 1.0% |
| Ishares Core Msci Eafe ETF(IEFA) | OTHER | 46432F842 | $34.3K | 563,876 | 1.0% |
| Ishares Core S&P 500 ETF(IVV) | OTHER | 464287200 | $65.2K | 229,057 | 2.0% |
| Adobe Inc(ADBE) | COMMON STOCK | 00724F101 | $423.0K | 1,587 | 12.9% |
| Conocophillips(COP) | COMMON STOCK | 20825C104 | $579.0K | 8,675 | 17.6% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $588.0K | 7,299 | 17.9% |
| Cisco Systems Inc(CSCO) | COMMON STOCK | 17275R102 | $1.2M | 21,574 | 35.4% |