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 |
|---|---|---|---|---|---|
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $4.6K | 144,552 | 0.1% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $4.6K | 59,950 | 0.1% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $4.7K | 38,958 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $5.1K | 54,855 | 0.1% |
| Dominion Energy Inc(D) | COM | 25746U109 | $5.3K | 68,360 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $5.3K | 42,285 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $5.4K | 150,935 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $5.4K | 4,139 | 0.1% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $5.5K | 50,032 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $5.5K | 76,133 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $5.6K | 53,341 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $5.7K | 127,480 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $5.9K | 35,113 | 0.1% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $6.0K | 72,690 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $6.0K | 37,543 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $6.1K | 109,777 | 0.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $6.2K | 54,642 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $6.5K | 172,003 | 0.1% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $6.6K | 182,653 | 0.1% |
| Ishares TR(SOXX) | PHLX SEMICND ETF | 464287523 | $6.6K | 31,700 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $6.7K | 32,264 | 0.1% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $6.7K | 76,559 | 0.1% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $7.6K | 90,492 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $7.6K | 86,098 | 0.1% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $7.7K | 68,906 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $7.7K | 236,971 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.9K | 6,874 | 0.1% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $8.4K | 107,783 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $8.8K | 76,766 | 0.2% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $9.2K | 36,445 | 0.2% |
| Home Depot Inc(HD) | COM | 437076102 | $9.4K | 47,913 | 0.2% |
| Enbridge Inc(ENB) | COM | 29250N105 | $9.4K | 334,321 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $9.9K | 327,946 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $10.0K | 54,682 | 0.2% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $10.1K | 651,302 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $10.2K | 61,340 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $10.2K | 76,711 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $10.5K | 192,204 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $12.4K | 95,159 | 0.2% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $12.6K | 155,481 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $13.3K | 50,935 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $13.6K | 11,863 | 0.2% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $13.9K | 192,039 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $14.2K | 159,693 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $17.3K | 8,785 | 0.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $17.3K | 68,393 | 0.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $17.3K | 211,478 | 0.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $17.3K | 149,868 | 0.3% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $18.8K | 206,513 | 0.3% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $22.0K | 253,979 | 0.4% |