Q2 2019 Holdings
Filed 2019-08-20 | 723 holdings | $4.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ford MTR Co del(F) | COM | 345370860 | $1.2K | 118,004 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.2K | 11,818 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.3K | 16,304 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.3K | 25,420 | 0.0% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $1.5K | 18,177 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.5K | 13,669 | 0.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.6K | 19,779 | 0.0% |
| Realty Income Corp(O) | COM | 756109104 | $1.6K | 23,583 | 0.0% |
| Public Storage(PSA) | COM | 74460D109 | $1.7K | 7,111 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $1.7K | 12,757 | 0.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $1.7K | 82,088 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $1.7K | 19,852 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $1.7K | 43,149 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $1.7K | 41,900 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $1.7K | 15,744 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.8K | 22,656 | 0.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $1.8K | 42,347 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $1.8K | 32,225 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.9K | 24,147 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.9K | 42,733 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $1.9K | 21,151 | 0.0% |
| Brown &brown Inc(BRO) | COM | 115236101 | $1.9K | 55,862 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.9K | 9,686 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $1.9K | 27,090 | 0.0% |
| JPMorgan Chase &co(JPM) | COM | 46625H100 | $1.9K | 17,341 | 0.0% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $2.3K | 44,995 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $2.4K | 81,664 | 0.0% |
| Ishares TR(IWP) | RUS MD CP GR ETF | 464287481 | $2.4K | 16,617 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $2.5K | 13,397 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.5K | 53,196 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $2.5K | 15,450 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.6K | 19,621 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.7K | 46,919 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $2.8K | 24,961 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.8K | 22,350 | 0.1% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $2.8K | 34,510 | 0.1% |
| Spdr Series Trust(SPSM) | PORTFOLIO SM ETF | 78468R853 | $2.8K | 91,422 | 0.1% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $2.8K | 31,573 | 0.1% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $2.9K | 43,622 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $2.9K | 87,075 | 0.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.0K | 72,571 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $3.0K | 14,653 | 0.1% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $3.5K | 69,393 | 0.1% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $3.6K | 74,695 | 0.1% |
| American FIN TR Inc | COM CLASS A | 02607T109 | $3.8K | 348,740 | 0.1% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $3.8K | 43,733 | 0.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $3.8K | 62,962 | 0.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $4.1K | 36,893 | 0.1% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $4.1K | 72,077 | 0.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $4.2K | 69,089 | 0.1% |