Q4 2017 Holdings
Filed 2018-02-07 | 227 holdings | $10.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charles Schwab Corp Com(SCHW) | COM | 808513105 | $1.9K | 36,080 | 0.0% |
| Spdr Global Dow ETF(DGT) | COM | 78464A706 | $1.9K | 22,290 | 0.0% |
| United Parcel Service Cl B(UPS) | COM | 911312106 | $1.9K | 16,094 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $1.9K | 12,300 | 0.0% |
| American Express Co Com(AXP) | COM | 025816109 | $2.0K | 19,891 | 0.0% |
| Carlisle Cos Inc Com(CSL) | COM | 142339100 | $2.0K | 17,641 | 0.0% |
| Utilities Select Sector Spdr(XLU) | COM | 81369Y886 | $2.0K | 38,272 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $2.0K | 19,528 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $2.1K | 8,057 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.1K | 39,815 | 0.0% |
| The Bank of Princeton(BPRNUSD) | COM | 064520109 | $2.1K | 61,665 | 0.0% |
| iShares Iboxx Inv Gr Corp Bd(LQD) | COM | 464287242 | $2.1K | 17,556 | 0.0% |
| Merck & Co Inc Com(MRK) | COM | 58933Y105 | $2.2K | 38,344 | 0.0% |
| Lyondellbasell Indu Cl A(LYB) | COM | N53745100 | $2.2K | 19,900 | 0.0% |
| Chevron Corp(CVX) | COM | 166764100 | $2.2K | 17,607 | 0.0% |
| Pfizer Inc Com(PFE) | COM | 717081103 | $2.2K | 61,708 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $2.3K | 41,315 | 0.0% |
| Vanguard High Dvd Yield ETF(VYM) | COM | 921946406 | $2.3K | 26,476 | 0.0% |
| Vanguard Ftse Developed ETF(VEA) | COM | 921943858 | $2.3K | 51,045 | 0.0% |
| Restaurant Brands Intl(QSR) | COM | 76131D103 | $2.3K | 38,114 | 0.0% |
| Schwab Emerging Markets Equity(SCHE) | COM | 808524706 | $2.4K | 85,557 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $2.4K | 33,150 | 0.0% |
| Danaher Corp(DHR) | COM | 235851102 | $2.5K | 26,599 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $2.5K | 11,342 | 0.0% |
| Schwab Intl Equity ETF(SCHF) | COM | 808524805 | $2.5K | 73,521 | 0.0% |
| Schwab US REIT ETF(SCHH) | COM | 808524847 | $2.5K | 60,517 | 0.0% |
| Schwab US Aggregate Bond ETF(SCHZ) | COM | 808524839 | $2.5K | 48,870 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $2.6K | 33,259 | 0.0% |
| Facebook Inc Cl A(META) | COM | 30303M102 | $2.6K | 14,806 | 0.0% |
| Procter & Gamble Co Com(PG) | COM | 742718109 | $2.6K | 28,596 | 0.0% |
| iShares Gold Trust(IAUUSD) | COM | 464285105 | $2.6K | 211,527 | 0.0% |
| Southwest Airlines(LUV) | COM | 844741108 | $2.7K | 40,610 | 0.0% |
| Oracle Corp Com(ORCL) | COM | 68389X105 | $2.8K | 58,327 | 0.0% |
| Schwab US Dvd Equity ETF(SCHD) | COM | 808524797 | $2.8K | 54,794 | 0.0% |
| Nike Inc Cl B(NKE) | COM | 654106103 | $2.8K | 44,942 | 0.0% |
| Wal Mart Stores Inc Com(WMT) | COM | 931142103 | $3.3K | 33,834 | 0.0% |
| USG Corp | COM | 903293405 | $3.4K | 87,551 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $3.5K | 14,658 | 0.0% |
| Coca Cola Co Com(KO) | COM | 191216100 | $3.5K | 75,212 | 0.0% |
| Citigroup Inc Com(C) | COM | 172967424 | $3.5K | 47,653 | 0.0% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $3.6K | 48,243 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $3.6K | 3,041 | 0.0% |
| Wells Fargo & Co New Com(WFC) | COM | 949746101 | $3.7K | 60,499 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $3.8K | 29,647 | 0.0% |
| Vanguard US Total Stock Mkt ET(VTI) | COM | 922908769 | $3.9K | 28,696 | 0.0% |
| iShares Russell 2000 Value(IWN) | COM | 464287630 | $4.0K | 31,962 | 0.0% |
| PowerShares QQQ Nasdaq 100 | COM | 73935A104 | $4.0K | 25,817 | 0.0% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $4.0K | 48,092 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.2K | 39,349 | 0.0% |
| Schwab US Broad Market ETF(SCHB) | COM | 808524102 | $4.2K | 65,546 | 0.0% |