Q3 2020 Holdings
Filed 2020-11-05 | 23 holdings | $127.4K | 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 | $21.5K | 105,623 | 16.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $21.3K | 63,693 | 16.7% |
| Vanguard Index FDS(VIG) | DIV APP ETF | 921908844 | $19.4K | 150,645 | 15.2% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $14.4K | 226,090 | 11.3% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $13.0K | 203,341 | 10.2% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $11.0K | 105,905 | 8.6% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $8.2K | 265,535 | 6.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.9K | 40,240 | 5.4% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $1.9K | 16,564 | 1.5% |
| Eli Lilly(LLY) | COM | 532457108 | $1.9K | 12,674 | 1.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.4K | 4,183 | 1.1% |
| Apple(AAPL) | COM | 037833100 | $1.1K | 9,524 | 0.9% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $1.0K | 23,560 | 0.8% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $984 | 26,758 | 0.8% |
| Merck(MRK) | COM | 58933Y105 | $811 | 9,773 | 0.6% |
| Ishares TR(ILTB) | CORE LT USDB ETF | 464289479 | $501 | 6,629 | 0.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $409 | 130 | 0.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $321 | 1,479 | 0.3% |
| Moodys Corp(MCO) | COM | 615369105 | $305 | 1,053 | 0.2% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $294 | 3,054 | 0.2% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $273 | 2,523 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $250 | 1,174 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $216 | 147 | 0.2% |