Q1 2020 Holdings
Filed 2020-05-12 | 15 holdings | $3.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Principal Finl Group Inc(PFG) | COM | 74251V102 | $568.4K | 18,137,000 | 15.6% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $453.5K | 5,245,400 | 12.4% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $392.7K | 7,276,320 | 10.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $313.8K | 2,432,200 | 8.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $310.7K | 1,313,749 | 8.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $300.9K | 1,165,800 | 8.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $267.3K | 1,037,077 | 7.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $196.3K | 1,030,764 | 5.4% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $147.7K | 1,668,600 | 4.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $145.0K | 2,659,930 | 4.0% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $133.5K | 2,560,000 | 3.7% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $126.2K | 1,569,900 | 3.5% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $109.8K | 1,861,600 | 3.0% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $100.2K | 1,022,600 | 2.7% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $84.7K | 387,700 | 2.3% |