Q2 2020 Holdings
Filed 2020-08-05 | 25 holdings | $110.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VHT) | HEALTH CAR ETF | 92204A504 | $20.1K | 104,281 | 18.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $19.4K | 62,952 | 17.6% |
| Vanguard Index FDS(VIG) | DIV APP ETF | 921908844 | $17.3K | 148,044 | 15.7% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $13.5K | 222,691 | 12.2% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $11.4K | 111,559 | 10.4% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $8.2K | 267,277 | 7.5% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $6.5K | 111,123 | 5.9% |
| Eli Lilly(LLY) | COM | 532457108 | $2.1K | 12,674 | 1.9% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $1.9K | 16,564 | 1.7% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $1.4K | 31,857 | 1.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.3K | 4,183 | 1.2% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $1.1K | 19,186 | 1.0% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $912 | 24,957 | 0.8% |
| Apple(AAPL) | COM | 037833100 | $822 | 2,254 | 0.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $801 | 5,120 | 0.7% |
| Merck(MRK) | COM | 58933Y105 | $756 | 9,773 | 0.7% |
| Ishares TR(ILTB) | CORE LT USDB ETF | 464289479 | $668 | 8,912 | 0.6% |
| Moodys Corp(MCO) | COM | 615369105 | $340 | 1,236 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $312 | 113 | 0.3% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $287 | 3,054 | 0.3% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $272 | 2,523 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $232 | 1,210 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $223 | 158 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $222 | 4,964 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $211 | 1,180 | 0.2% |