Q2 2020 Holdings
Filed 2020-07-29 | 712 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $364.0K | 2,100 | 16.8% |
| Ishares TR(IVV) | CORE SANDP500 ETF | 464287200 | $324.9K | 1,049,178 | 15.0% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $208.0K | 3,832 | 9.6% |
| Carmax Inc(KMX) | COM | 143130102 | $178.0K | 1,984 | 8.2% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $156.1K | 1,091,447 | 7.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $147.0K | 4,177 | 6.8% |
| Vanguard Tax-Managed FDS(VEA) | FTSE DEV MKT ETF | 921943858 | $128.2K | 3,306,093 | 5.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $109.0K | 1,132 | 5.0% |
| Corning Inc(GLW) | COM | 219350105 | $88.0K | 3,384 | 4.1% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $83.0K | 1,152 | 3.8% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $58.0K | 761 | 2.7% |
| Ishares TR(IJH) | CORE SANDP MCP ETF | 464287507 | $51.5K | 289,820 | 2.4% |
| Ishares TR(IJR) | CORE SANDP SCP ETF | 464287804 | $49.8K | 728,594 | 2.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $40.8K | 248,699 | 1.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $35.3K | 242,460 | 1.6% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $22.2K | 301,554 | 1.0% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $17.0K | 192 | 0.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $14.7K | 72,099 | 0.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $14.2K | 90,998 | 0.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $7.7K | 157,426 | 0.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.6K | 19,618 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $1.8K | 6,988 | 0.1% |
| Johnson and Johnson(JNJ) | COM | 478160104 | $1.7K | 12,396 | 0.1% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.7K | 9,868 | 0.1% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $1.6K | 94,118 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.6K | 13,101 | 0.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $1.3K | 14,836 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.2K | 21,998 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $1.1K | 18,502 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.0K | 25,688 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.0K | 8,968 | 0.0% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $813 | 8,414 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $808 | 2,727 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $768 | 6,047 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $736 | 16,469 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $730 | 9,482 | 0.0% |
| YUM Brands Inc(YUM) | COM | 988498101 | $715 | 8,231 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $654 | 11,122 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $652 | 3,537 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $619 | 3,062 | 0.0% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $585 | 37,778 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $574 | 5,856 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $569 | 3,303 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $561 | 3,172 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $552 | 3,857 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $544 | 1,742 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $531 | 3,142 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $522 | 5,848 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $513 | 10,048 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $509 | 3,603 | 0.0% |