Q2 2019 Holdings
Filed 2019-08-05 | 307 holdings | $15.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Solaredge Technologies Inc Com(SEDG) | COM | 83417M104 | $1.1K | 17,892 | 0.0% |
| Schwab International Equity ETF(SCHF) | INTL EQTY ETF | 808524805 | $1.1K | 35,190 | 0.0% |
| Lowes Companies Inc(LOW) | COM | 548661107 | $1.1K | 11,213 | 0.0% |
| Salesforce Com(CRM) | COM | 79466L302 | $1.1K | 7,524 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $1.2K | 6,821 | 0.0% |
| Nlight Inc Com(LASR) | COM | 65487K100 | $1.2K | 60,885 | 0.0% |
| Synchronoss Technologies Inc | COM | 87157B103 | $1.2K | 150,000 | 0.0% |
| Anthem Inc Com Isin us0367521038 Sedol(ELV) | COM | 036752103 | $1.2K | 4,235 | 0.0% |
| iShares US Preferred Stock ETF(PFF) | PFD AND INCM SEC | 464288687 | $1.2K | 32,539 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $1.2K | 7,117 | 0.0% |
| Verizon Communications(VZ) | COM | 92343V104 | $1.2K | 21,679 | 0.0% |
| Svb Finl Group(SIVBEUR) | COM | 78486Q101 | $1.2K | 5,561 | 0.0% |
| Coca-Cola Company(KO) | COM | 191216100 | $1.3K | 24,737 | 0.0% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $1.3K | 26,949 | 0.0% |
| Netflix.com(NFLX) | COM | 64110L106 | $1.3K | 3,546 | 0.0% |
| iShares Core US Aggregate Bond ETF(AGG) | CORE US AGGBD ET | 464287226 | $1.3K | 11,806 | 0.0% |
| Vanguard S&P 500 ETF(VOO) | S&P 500 ETF SHS | 922908363 | $1.4K | 5,214 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $1.4K | 48,645 | 0.0% |
| Vanguard Ftse All-Wld ex-US SmCp ETF(VSS) | FTSE SMCAP ETF | 922042718 | $1.4K | 13,616 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.4K | 13,153 | 0.0% |
| Vanguard Growth ETF(VUG) | GROWTH ETF | 922908736 | $1.5K | 9,125 | 0.0% |
| US Bancorp(USB) | COM NEW | 902973304 | $1.5K | 28,744 | 0.0% |
| iShares S&P 500 Growth ETF(IVW) | S&P 500 GRWT ETF | 464287309 | $1.5K | 8,406 | 0.0% |
| International Business Machines(IBM) | COM | 459200101 | $1.5K | 10,925 | 0.0% |
| Vanguard Small-Cap Value ETF(VBR) | SM CP VAL ETF | 922908611 | $1.6K | 12,063 | 0.0% |
| Spdr S&P Dividend ETF(SDY) | S&P DIVID ETF | 78464A763 | $1.6K | 15,768 | 0.0% |
| PepsiCo Incorporated(PEP) | COM | 713448108 | $1.6K | 12,173 | 0.0% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $1.6K | 28,540 | 0.0% |
| AT&T Corp(T) | COM | 00206R102 | $1.7K | 49,402 | 0.0% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $1.7K | 1,575 | 0.0% |
| Pfizer Incorporated(PFE) | COM | 717081103 | $1.7K | 39,441 | 0.0% |
| iShares Russell Mid-Cap Value ETF(IWS) | RUS MDCP VAL ETF | 464287473 | $1.7K | 19,445 | 0.0% |
| ChevronTexaco Corp(CVX) | COM | 166764100 | $1.8K | 14,083 | 0.0% |
| iShares Tips Bond ETF(TIP) | TIPS BD ETF | 464287176 | $1.8K | 15,325 | 0.0% |
| Vanguard Value ETF(VTV) | VALUE ETF | 922908744 | $1.8K | 15,997 | 0.0% |
| Vanguard Small-Cap ETF(VB) | SMALL CP ETF | 922908751 | $1.8K | 11,324 | 0.0% |
| Amgen Incorporated(AMGN) | COM | 031162100 | $1.8K | 9,854 | 0.0% |
| Pluralsight Inc Com Cl A | COM CL A | 72941B106 | $1.9K | 62,476 | 0.0% |
| Spdr Dow Jones Global Real Estate ETF(RWO) | DJ GLB RL ES ETF | 78463X749 | $1.9K | 38,780 | 0.0% |
| Spdr Portfolio Developed Wld ex-US ETF(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $1.9K | 65,531 | 0.0% |
| iShares Russell 1000 Value ETF(IWD) | RUS 1000 VAL ETF | 464287598 | $1.9K | 15,238 | 0.0% |
| Greenbrier Companies Inc(GBX) | COM | 393657101 | $1.9K | 63,837 | 0.0% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $2.0K | 25,476 | 0.0% |
| Wells Fargo(WFC) | COM | 949746101 | $2.0K | 41,499 | 0.0% |
| Alphabet Inc Class C(GOOG) | CAP STK CL C | 02079K107 | $2.1K | 1,919 | 0.0% |
| Schwab US Broad Market ETF(SCHB) | US BRD MKT ETF | 808524102 | $2.2K | 30,952 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.2K | 10,540 | 0.0% |
| Berkshire Hathaway Inc Del Cl A Frmly Co(BRK/A) | CL A | 084670108 | $2.2K | 7 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $2.3K | 46,740 | 0.0% |
| Terex Corp New(TEX) | COM | 880779103 | $2.3K | 74,263 | 0.0% |