Q1 2020 Holdings
Filed 2020-05-13 | 278 holdings | $15.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $737 | 13,214 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $748 | 4,977 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $751 | 5,424 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $785 | 5,662 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $802 | 2,367 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $804 | 5,588 | 0.0% |
| Lendingclub Corp(LC) | COM NEW | 52603A208 | $809 | 103,015 | 0.0% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $810 | 28,462 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $814 | 3,370 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $822 | 10,007 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $846 | 5,601 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $853 | 24,764 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $864 | 10,037 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $878 | 6,431 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $878 | 14,332 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $893 | 11,314 | 0.0% |
| Spdr SER TR(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $896 | 29,654 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $905 | 23,832 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $913 | 2,191 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $913 | 32,694 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $920 | 3,690 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $924 | 13,233 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $925 | 8,145 | 0.0% |
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $946 | 30,787 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $956 | 13,102 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $958 | 37,072 | 0.0% |
| Terex Corp New(TEX) | COM | 880779103 | $967 | 67,360 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.0K | 9,700 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.0K | 11,739 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.1K | 7,486 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $1.1K | 4,762 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $1.1K | 13,456 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.1K | 25,361 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.1K | 4,761 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $1.1K | 24,630 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.1K | 4,310 | 0.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $1.2K | 17,973 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $1.2K | 54,753 | 0.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.2K | 35,924 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.2K | 42,653 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.2K | 25,779 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.3K | 3,401 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $1.3K | 16,023 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.3K | 14,758 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.3K | 40,343 | 0.0% |
| Greenbrier COS Inc(GBX) | COM | 393657101 | $1.3K | 75,025 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.4K | 8,183 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.5K | 12,642 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.5K | 20,724 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $1.5K | 47,775 | 0.0% |