Q2 2020 Holdings
Filed 2020-08-14 | 596 holdings | $15.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| 3M Co(MMM) | COM | 88579Y101 | $3.5K | 22,385 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $3.5K | 58,031 | 0.0% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $3.8K | 39,764 | 0.0% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $3.8K | 103,854 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $3.9K | 36,092 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.0K | 21,718 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $4.0K | 45,966 | 0.0% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $4.0K | 43,286 | 0.0% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $4.1K | 86,501 | 0.0% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $4.2K | 14,891 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $4.5K | 12,226 | 0.0% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $4.5K | 75,378 | 0.0% |
| Ishares Silver TR(SLV) | ISHARES | 46428Q109 | $4.6K | 275,122 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $4.6K | 17,777 | 0.0% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $4.7K | 34,977 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $4.7K | 61,462 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $4.7K | 43,108 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $4.7K | 42,438 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $4.8K | 138,522 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.8K | 51,827 | 0.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.9K | 50,594 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $4.9K | 26,904 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $5.1K | 57,678 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $5.2K | 51,008 | 0.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.3K | 113,794 | 0.0% |
| Spdr SER TR(MDYG) | S&P 400 MDCP GRW | 78464A821 | $5.3K | 99,598 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $5.3K | 75,516 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $5.5K | 123,547 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $5.6K | 69,931 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $5.7K | 43,263 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $5.7K | 49,067 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $5.9K | 150,405 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $6.1K | 104,507 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $6.8K | 34,132 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $6.8K | 4,265 | 0.0% |
| Ishares TR(SHV) | SHORT TREAS BD | 464288679 | $7.3K | 66,186 | 0.0% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $7.4K | 136,120 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $7.5K | 169,735 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $7.5K | 67,986 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $7.6K | 77,132 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $7.7K | 37,621 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $7.7K | 33,436 | 0.1% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $7.8K | 97,215 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $7.9K | 241,462 | 0.1% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $7.9K | 64,894 | 0.1% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $7.9K | 179,532 | 0.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $8.0K | 58,405 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $8.8K | 74,419 | 0.1% |
| Ishares TR(SOXX) | PHLX SEMICND ETF | 464287523 | $9.2K | 34,990 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $9.5K | 53,349 | 0.1% |