Q2 2020 Holdings
Filed 2020-08-13 | 14 holdings | $667.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle REIT Inc Shs(CCI) | COM | 22822V101 | $335.0K | 2,000 | 50.2% |
| Costco Whsl Corp New Com(COST) | COM | 22160K105 | $212.0K | 700 | 31.8% |
| S&P 500 Depository Receipt(SPY) | ETF | 78462F103 | $59.1K | 191,506 | 8.8% |
| iShares Russell 2000 Index Fund(IWM) | ETF | 464287655 | $19.4K | 135,427 | 2.9% |
| iShares S&P Midcap 400 Value Index Fund(IJJ) | ETF | 464287705 | $18.2K | 137,174 | 2.7% |
| Yandex N Vshs Class A(NBIS) | COM | N97284108 | $9.2K | 184,892 | 1.4% |
| Vanguard Msci Emerging Markets(VWO) | ETF | 922042858 | $7.7K | 193,269 | 1.1% |
| Vanguard Msci Eafe ETF(VEA) | ETF | 921943858 | $4.0K | 103,482 | 0.6% |
| Berkshire Hathaway Inc Delcl B New(BRK/B) | COM | 084670702 | $848 | 4,750 | 0.1% |
| Vanguard Small-Cap ETF(VB) | ETF | 922908751 | $620 | 4,253 | 0.1% |
| Vanguard Mid-Cap Value ETF(VOE) | ETF | 922908512 | $514 | 5,373 | 0.1% |
| Spdr Barclays Capital Intermediate Term Treasury ETF(SPTI) | ETF | 78464A672 | $242 | 7,294 | 0.0% |
| iShares Barclays Treasury Inflation Protected Securities Bond Fund(TIP) | ETF | 464287176 | $237 | 1,930 | 0.0% |
| iShares S&P 500 Growth Index Fund(IVW) | ETF | 464287309 | $227 | 1,093 | 0.0% |