Q3 2019 Holdings
Filed 2019-11-06 | 115 holdings | $12.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $441 | 6,769 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $447 | 4,791 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $475 | 8,584 | 0.0% |
| Pinnacle Finl Partners Inc | COM | 72346Q104 | $482 | 8,494 | 0.0% |
| Ishares TR(ILCG) | MRNGSTR LG-CP GR | 464287119 | $494 | 2,581 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $542 | 4,566 | 0.0% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $552 | 10,694 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $561 | 460 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $571 | 20,239 | 0.0% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $602 | 20,101 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $616 | 2,645 | 0.0% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $621 | 14,850 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $636 | 3,871 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $658 | 13,040 | 0.0% |
| Globe Life Inc(GL) | COM | 37959E102 | $662 | 6,909 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $690 | 5,795 | 0.0% |
| Suntrust BKS Inc | COM | 867914103 | $692 | 10,058 | 0.0% |
| Exchange Traded Concepts TR(EMQQ) | EMQQ EM INTERN | 301505889 | $696 | 22,292 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $715 | 19,910 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $732 | 9,855 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $738 | 12,224 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $762 | 10,743 | 0.0% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $763 | 3,856 | 0.0% |
| SSgA Active ETF TR(TOTL) | SPDR TR TACTIC | 78467V848 | $797 | 16,186 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $861 | 6,277 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $861 | 5,923 | 0.0% |
| Mid Amer APT Cmntys Inc(MAA) | COM | 59522J103 | $871 | 6,696 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $885 | 17,497 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $988 | 5,745 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $1.0K | 8,634 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $1.1K | 7,282 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $1.1K | 6,725 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.1K | 3,729 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.1K | 20,594 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1K | 658 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $1.1K | 14,850 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $1.2K | 22,284 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.3K | 35,284 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7K | 11,964 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.7K | 13,212 | 0.0% |
| Jernigan Cap Inc | COM | 476405105 | $1.8K | 91,783 | 0.0% |
| Indexiq ETF TR | HDGD FTSE EURO | 45409B552 | $1.8K | 91,550 | 0.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $1.8K | 25,779 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.9K | 26,221 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $2.2K | 700 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $2.2K | 8,245 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $2.7K | 12,080 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $2.9K | 23,207 | 0.0% |
| Ishares TR(IMCG) | MRGSTR MD CP GRW | 464288307 | $3.5K | 14,328 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $7.4K | 35,394 | 0.1% |