Q1 2020 Holdings
Filed 2020-05-11 | 168 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Admiral FDS Inc(VIOO) | SMLLCP 600 IDX | 921932828 | $4.4K | 43,077 | 0.2% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $4.9K | 30,905 | 0.3% |
| Royal BK CDA(RY) | COM | 780087102 | $5.2K | 83,762 | 0.3% |
| Pinnacle Finl Partners Inc | COM | 72346Q104 | $5.2K | 137,523 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.5K | 50,520 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $7.4K | 28,501 | 0.4% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $8.5K | 35,910 | 0.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $8.6K | 33,294 | 0.4% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $9.0K | 103,425 | 0.5% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $9.2K | 92,627 | 0.5% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $11.3K | 73,177 | 0.6% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $11.5K | 110,849 | 0.6% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $16.6K | 110,432 | 0.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $253.0K | 3,325 | 13.1% |
| ARK ETF TR(ARKG) | GENOMIC REV ETF | 00214Q302 | $282.0K | 9,015 | 14.6% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $288.0K | 1,998 | 14.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $384.0K | 17,215 | 19.9% |
| ARK ETF TR(ARKK) | INNOVATION ETF | 00214Q104 | $540.0K | 12,252 | 28.0% |