Q1 2020 Holdings
Filed 2020-05-15 | 571 holdings | $5.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $2.3K | 12,833 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $2.4K | 17,952 | 0.0% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $2.4K | 77,456 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $2.4K | 9,007 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $2.4K | 14,844 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $2.4K | 48,368 | 0.0% |
| Spdr SER TR(SPIP) | PORTFLI TIPS ETF | 78464A656 | $2.5K | 84,499 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $2.5K | 22,717 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $2.5K | 8,913 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $2.5K | 10,347 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $2.6K | 44,684 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $2.7K | 52,876 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.7K | 17,432 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $2.7K | 50,483 | 0.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.7K | 9,388 | 0.0% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $2.8K | 50,452 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $2.8K | 46,812 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $2.8K | 20,377 | 0.0% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $2.8K | 99,379 | 0.1% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $2.9K | 89,907 | 0.1% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $2.9K | 22,785 | 0.1% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $3.0K | 19,306 | 0.1% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $3.0K | 13,667 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $3.1K | 20,391 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $3.1K | 27,182 | 0.1% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $3.1K | 32,190 | 0.1% |
| Ishares TR(ITA) | US AER DEF ETF | 464288760 | $3.2K | 21,649 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.3K | 99,464 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $3.4K | 49,899 | 0.1% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.5K | 48,658 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $3.5K | 44,093 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $3.5K | 29,685 | 0.1% |
| Ishares Silver Trust(SLV) | ISHARES | 46428Q109 | $3.5K | 266,940 | 0.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $3.5K | 40,792 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $3.6K | 96,205 | 0.1% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $3.6K | 44,389 | 0.1% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $3.8K | 38,324 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $3.8K | 16,669 | 0.1% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $4.0K | 41,105 | 0.1% |
| Ishares TR(IGLB) | LNG TR CRPRT BD | 464289511 | $4.1K | 64,704 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $4.1K | 75,866 | 0.1% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $4.1K | 30,805 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $4.2K | 41,765 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $4.3K | 59,715 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $4.3K | 12,403 | 0.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.4K | 58,023 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $4.4K | 26,152 | 0.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $4.5K | 110,868 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $4.5K | 151,311 | 0.1% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $4.6K | 87,462 | 0.1% |