Q4 2019 Holdings
Filed 2020-02-14 | 633 holdings | $36.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $2.8K | 11,595 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.9K | 17,584 | 0.0% |
| Ishares TR(IGLB) | LNG TR CRPRT BD | 464289511 | $2.9K | 42,846 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $2.9K | 12,622 | 0.0% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $3.0K | 51,425 | 0.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $3.2K | 11,470 | 0.0% |
| Omnicom Group Inc(OMC) | COM | 681919106 | $3.2K | 39,983 | 0.0% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $3.2K | 13,959 | 0.0% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $3.3K | 12,462 | 0.0% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $3.3K | 35,466 | 0.0% |
| Raytheon Co(RTN1USD) | COM NEW | 755111507 | $3.4K | 15,303 | 0.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $3.4K | 31,415 | 0.0% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $3.4K | 237,068 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $3.4K | 97,810 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $3.5K | 19,643 | 0.0% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $3.6K | 71,370 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $3.6K | 40,708 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $3.8K | 29,001 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.8K | 22,774 | 0.0% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $3.8K | 70,579 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.8K | 21,374 | 0.0% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $3.8K | 136,919 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $3.9K | 41,399 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $3.9K | 32,920 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $3.9K | 45,423 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.0K | 91,247 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $4.1K | 55,901 | 0.0% |
| Magellan Midstream Prtnrs LP(WEP) | COM UNIT RP LP | 559080106 | $4.2K | 69,143 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $4.3K | 21,717 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $4.3K | 37,522 | 0.0% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $4.3K | 124,386 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $4.4K | 24,987 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $4.4K | 38,164 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $4.6K | 101,861 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $4.7K | 40,646 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $4.8K | 84,274 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $4.8K | 15,673 | 0.0% |
| Ishares Silver Trust(SLV) | ISHARES | 46428Q109 | $4.9K | 290,620 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $5.0K | 54,666 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $5.0K | 54,539 | 0.0% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $5.1K | 45,946 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $5.1K | 102,306 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $5.3K | 13,530 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.4K | 122,019 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $5.7K | 81,930 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $5.7K | 53,053 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $5.9K | 30,625 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $6.0K | 72,733 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $6.0K | 43,741 | 0.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $6.1K | 101,452 | 0.0% |