Q4 2019 Holdings
Filed 2020-02-10 | 224 holdings | $14.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Investors Bancorp Inc New | COM | 46146L101 | $179 | 15,000 | 0.0% |
| BlackRock Munihldngs Qlty II | COM | 09254C107 | $189 | 15,000 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $204 | 2,316 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $205 | 580 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $209 | 1,205 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $218 | 3,571 | 0.0% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $224 | 1,800 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $225 | 1,605 | 0.0% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $227 | 2,388 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $232 | 1,932 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $245 | 1,010 | 0.0% |
| General Electric Co | COM | 369604103 | $247 | 22,166 | 0.0% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $252 | 5,130 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $259 | 1,560 | 0.0% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $264 | 5,491 | 0.0% |
| Wsfs Finl Corp(WSFS) | COM | 929328102 | $267 | 6,065 | 0.0% |
| Spdr Index SHS FDS(FEZ) | EURO STOXX 50 | 78463X202 | $269 | 6,586 | 0.0% |
| Total S A(TTEN) | SPONSORED ADS | 89151E109 | $276 | 4,988 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $277 | 1,320 | 0.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $294 | 4,897 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $308 | 7,652 | 0.0% |
| Boulder Growth & Income FD I(STEW) | COM | 101507101 | $313 | 26,546 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $314 | 1,726 | 0.0% |
| Invesco Exchange Traded FD T(PRF) | FTSE RAFI 1000 | 46137V613 | $315 | 2,484 | 0.0% |
| Ishares TR(HEZU) | CUR HD EURZN ETF | 46434V639 | $315 | 9,925 | 0.0% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $325 | 6,323 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $332 | 6,601 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $354 | 940 | 0.0% |
| Ishares Inc(EWY) | MSCI STH KOR ETF | 464286772 | $358 | 5,764 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $373 | 1,425 | 0.0% |
| Nuveen MUN Value FD Inc(NUV) | COM | 670928100 | $373 | 34,824 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $384 | 187 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $384 | 2,502 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $389 | 5,377 | 0.0% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $390 | 2,935 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $392 | 7,284 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $395 | 5,691 | 0.0% |
| Spdr Series Trust(BIL) | SPDR BLOOMBERG | 78468R663 | $414 | 4,532 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $420 | 13,086 | 0.0% |
| Select Sector Spdr TR(XLRE) | RL EST SEL SEC | 81369Y860 | $433 | 11,199 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $453 | 8,417 | 0.0% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $456 | 409 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $475 | 5,197 | 0.0% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $509 | 9,318 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $539 | 10,796 | 0.0% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $544 | 9,768 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $562 | 6,465 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $570 | 1,926 | 0.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $583 | 15,437 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $587 | 6,862 | 0.0% |