Q4 2020 Holdings
Filed 2021-01-20 | 93 holdings | $273.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bristol-Myers Squibb Co(BMY-R) | RIGHT 99/99/9999 | 110122157 | $0 | 287 | 0.0% |
| Ishares TR(CNYA) | MSCI CHINA A | 46434V514 | $1 | 12 | 0.0% |
| Ishares TR(MCHI) | MSCI CHINA ETF | 46429B671 | $1 | 7 | 0.0% |
| Ishares TR(ICLN) | GL CLEAN ENE ETF | 464288224 | $2 | 64 | 0.0% |
| Ishares TR(SOXX) | PHLX SEMICND ETF | 464287523 | $5 | 12 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $5 | 100 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $7 | 254 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $8 | 210 | 0.0% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $9 | 100 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $16 | 125 | 0.0% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $24 | 275 | 0.0% |
| Ishares TR(IGIB) | ISHS 5-10YR INVT | 464288638 | $25 | 400 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $26 | 132 | 0.0% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $28 | 1,018 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $30 | 220 | 0.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $49 | 565 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $57 | 485 | 0.0% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $59 | 369 | 0.0% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $60 | 201 | 0.0% |
| Ishares U S ETF TR(MEAR) | BLACKROCK SHORT | 46431W838 | $61 | 1,223 | 0.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $66 | 765 | 0.0% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $66 | 564 | 0.0% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $66 | 1,273 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $68 | 297 | 0.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $70 | 618 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $96 | 397 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $100 | 767 | 0.0% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $103 | 600 | 0.0% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $115 | 350 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $115 | 455 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $125 | 1,952 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $169 | 450 | 0.1% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $202 | 1,159 | 0.1% |
| Spdr DOW Jones Indl Average(DIA) | UT SER 1 | 78467X109 | $208 | 680 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $211 | 2,545 | 0.1% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $216 | 3,478 | 0.1% |
| Ishares TR(XT) | EXPONENTIAL TECH | 46434V381 | $230 | 4,023 | 0.1% |
| Ishares TR(IEUR) | CORE MSCI EURO | 46434V738 | $249 | 4,848 | 0.1% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $259 | 3,165 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $262 | 4,460 | 0.1% |
| Disney Walt Co(DIS) | COM | 254687106 | $262 | 1,447 | 0.1% |
| Allstate Corp(ALL) | COM | 020002101 | $262 | 2,381 | 0.1% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $272 | 5,679 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $281 | 752 | 0.1% |
| Emerson Elec Co(EMR) | COM | 291011104 | $294 | 3,656 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $303 | 93 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $304 | 1,892 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $304 | 7,379 | 0.1% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $339 | 2,011 | 0.1% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $346 | 3,391 | 0.1% |