Q4 2020 Holdings
Filed 2021-01-20 | 363 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applied Matls Inc(AMAT) | COM | 038222105 | $236 | 2,731 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $238 | 1,092 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $239 | 2,499 | 0.0% |
| Vanguard Whitehall FDS(VIGI) | INTL DVD ETF | 921946810 | $245 | 3,014 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $257 | 1,029 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $261 | 2,057 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $262 | 501 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $265 | 2,240 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $268 | 1,764 | 0.0% |
| Vanguard World FDS(VOX) | COMM SRVC ETF | 92204A884 | $291 | 2,420 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $297 | 10,327 | 0.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $299 | 1,676 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $315 | 5,933 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $317 | 3,755 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $321 | 2,699 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $341 | 733 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $342 | 1,251 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $348 | 1,623 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $353 | 1,587 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $357 | 4,285 | 0.0% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $369 | 4,227 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $387 | 2,290 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $389 | 222 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $390 | 2,633 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $397 | 2,795 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $418 | 3,028 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $435 | 3,975 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $449 | 1,649 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $467 | 1,995 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $478 | 8,128 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $487 | 4,950 | 0.0% |
| Allstate Corp(ALL) | COM | 020002101 | $487 | 4,431 | 0.0% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $512 | 3,243 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $521 | 964 | 0.0% |
| Newmont Corp(NEM) | COM | 651639106 | $537 | 8,971 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $549 | 2,008 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $583 | 826 | 0.0% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $588 | 11,575 | 0.0% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $611 | 3,709 | 0.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $631 | 6,503 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $811 | 3,498 | 0.0% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $829 | 3,909 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $833 | 3,742 | 0.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $850 | 12,603 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $979 | 7,038 | 0.0% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $1.0K | 18,253 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $1.0K | 2,868 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $1.0K | 9,780 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $1.1K | 22,470 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.1K | 6,856 | 0.0% |