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Key FInancial Inc

Q1 2020 Holdings

Filed 2020-05-05 | 737 holdings | $263.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
D R Horton Inc(DHI)COM23331A109$2216,0000.1%
Invesco Exch TRD SLF IDX FD(BSCK)BULSHS 2020 CB46138J502$23010,9170.1%
Stryker Corp(SYK)COM863667101$2331,4300.1%
International Business Machs(IBM)COM459200101$2352,0880.1%
Ishares TR(IJH)CORE S&P MCP ETF464287507$2361,6220.1%
Spdr Index SHS FDS(GWX)S&P INTL SMLCP78463X871$24210,5850.1%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2447,2960.1%
Chevron Corp New(CVX)COM166764100$2463,4190.1%
BK of America Corp(BAC)COM060505104$25311,4580.1%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$2543,0500.1%
Ishares TR(MUB)NATIONAL MUN ETF464288414$2562,2510.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$2621,3640.1%
Bristol-Myers Squibb Co(BMY)COM110122108$2724,9550.1%
Union PAC Corp(UNP)COM907818108$2751,9580.1%
Amgen Inc(AMGN)COM031162100$2821,3520.1%
Comcast Corp New(CMCSA)CL A20030N101$2858,0200.1%
Intel Corp(INTC)COM458140100$2855,1320.1%
Oracle Corp(ORCL)COM68389X105$2905,7530.1%
Ishares TR(IJS)SP SMCP600VL ETF464287879$2932,9390.1%
Spdr SER TR(CWB)BLMBRG BRC CNVRT78464A359$2936,0960.1%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$2954,0950.1%
Corning Inc(GLW)COM219350105$30014,1000.1%
Coca Cola Co(KO)COM191216100$3016,6880.1%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$3031,5830.1%
Alphabet Inc(GOOG)CAP STK CL C02079K107$3052660.1%
Vanguard World FDS(VGT)INF TECH ETF92204A702$3061,4160.1%
Gilead Sciences Inc(GILD)COM375558103$3064,0340.1%
Invesco Exch TRD SLF IDX FD(2671931D)BULSHS 2021 CB46138J700$31314,9210.1%
Ishares TR(EFV)EAFE VALUE ETF464288877$3218,8750.1%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$32912,5160.1%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$3382,2230.1%
3M Co(MMM)COM88579Y101$3502,5380.1%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$3574,9860.1%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$36414,7480.1%
TJX COS Inc New(TJX)COM872540109$3737,8410.1%
Consolidated Edison Inc(ED)COM209115104$3884,8050.1%
Canadian PAC RY LTDCOM13645T100$4071,8750.2%
Abbvie Inc(ABBV)COM00287Y109$4105,4490.2%
Ishares TR(IJT)S&P SML 600 GWT464287887$4203,0240.2%
Moodys Corp(MCO)COM615369105$4291,9300.2%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$4313760.2%
American Tower Corp New(AMT)COM03027X100$4501,9500.2%
Ishares TR(IJK)S&P MC 400GR ETF464287606$4512,4990.2%
Broadcom Inc(AVGO)COM11135F101$4581,9080.2%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$4724,6760.2%
Spdr SER TR(RWR)DJ REIT ETF78464A607$4846,6070.2%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$4902,6730.2%
Unitedhealth Group Inc(UNH)COM91324P102$4901,9500.2%
Salesforce COM Inc(CRM)COM79466L302$4913,2770.2%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$4964,3100.2%
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