Q3 2020 Holdings
Filed 2020-11-12 | 166 holdings | $6.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Equifax Inc(EFX) | COM | 294429105 | $3.3K | 21,000 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $3.6K | 45,032 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $4.0K | 37,076 | 0.1% |
| ETF Managers TR | PRIME MOBILE PAY | 26924G409 | $5.0K | 91,927 | 0.1% |
| Ishares TR(QLTA) | A RATE CP BD ETF | 46429B291 | $5.4K | 92,926 | 0.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $5.5K | 47,435 | 0.1% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $5.6K | 35,813 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.9K | 28,012 | 0.1% |
| Exchange Traded Concepts TR(ROBO) | ROBO GLB ETF | 301505707 | $10.1K | 210,303 | 0.1% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $14.7K | 817,581 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $15.9K | 137,041 | 0.2% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $229.0K | 466 | 3.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $563.0K | 1,585 | 8.2% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $954.0K | 5,729 | 13.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $982.0K | 24,921 | 14.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.0M | 45,134 | 57.7% |