Q4 2020 Holdings
Filed 2021-02-04 | 373 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| National Grid PLC(NGG) | SPONSORED ADR NE | 636274409 | $151 | 2,555 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $152 | 1,023 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $154 | 2,551 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $167 | 956 | 0.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $173 | 5,020 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $175 | 1,270 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $175 | 4,243 | 0.0% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $175 | 2,838 | 0.0% |
| Vodafone Group PLC New(VOD) | SPONSORED ADR | 92857W308 | $179 | 10,845 | 0.0% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $181 | 4,291 | 0.0% |
| BCE Inc(BCE) | COM NEW | 05534B760 | $188 | 4,402 | 0.0% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $189 | 1,192 | 0.0% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $193 | 5,148 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $195 | 3,348 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $200 | 2,372 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $201 | 3,269 | 0.0% |
| Merck &co. Inc(MRK) | COM | 58933Y105 | $206 | 2,524 | 0.0% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $210 | 2,079 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $224 | 6,092 | 0.0% |
| Canadian IMP BK Comm(CM) | COM | 136069101 | $239 | 2,802 | 0.0% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $253 | 4,572 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $264 | 3,185 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $264 | 2,879 | 0.0% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $282 | 4,067 | 0.0% |
| Spdr SER TR(FLRN) | BLOMBERG BRC INV | 78468R200 | $287 | 9,384 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $288 | 3,479 | 0.0% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $290 | 5,248 | 0.0% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $294 | 6,237 | 0.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $299 | 3,082 | 0.0% |
| Wisdomtree TR(XSOE) | EM EX ST-OWNED | 97717X578 | $314 | 7,904 | 0.0% |
| First TR Exchange-Traded FD(LMBS) | FST LOW OPPT EFT | 33739Q200 | $339 | 6,581 | 0.0% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $347 | 5,114 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $371 | 12,894 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $379 | 6,457 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $399 | 6,424 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $437 | 1,643 | 0.0% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $590 | 10,905 | 0.0% |
| Ishares TR(IWX) | RUS TP200 VL ETF | 464289420 | $595 | 10,273 | 0.0% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $596 | 12,922 | 0.0% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $668 | 15,200 | 0.1% |
| Ishares TR(USIG) | USD INV GRDE ETF | 464288620 | $678 | 10,946 | 0.1% |
| Invesco Exchange Traded FD T(RSPT) | S&P500 EQL TEC | 46137V282 | $775 | 3,056 | 0.1% |
| Ishares TR(IWY) | RUS TP200 GR ETF | 464289438 | $793 | 5,962 | 0.1% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $917 | 7,186 | 0.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.0K | 8,787 | 0.1% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $1.2K | 17,101 | 0.1% |
| First TR Exchange Traded FD(FPX) | US EQTY OPPT ETF | 336920103 | $2.2K | 18,928 | 0.2% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $2.4K | 6,860 | 0.2% |
| Ishares TR(IMCG) | MRGSTR MD CP GRW | 464288307 | $2.5K | 6,408 | 0.2% |
| Invesco Exchange Traded FD T(SPGP) | S&P 500 GARP ETF | 46137V431 | $2.5K | 34,185 | 0.2% |