Q2 2018 Holdings
Filed 2018-07-12 | 264 holdings | $362.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WisdomTree Dividend ex-Financials(AIVL) | ETF | 97717W406 | $6.1K | 69,934 | 1.7% |
| iShares Core Msci Eafe(IEFA) | ETF | 46432F842 | $6.4K | 101,531 | 1.8% |
| iShares DJ US Total Market Index(IYY) | ETF | 464287846 | $6.9K | 50,832 | 1.9% |
| Pimco Enhanced Short Maturity ETF(MINT) | ETF | 72201R833 | $6.9K | 68,374 | 1.9% |
| iShares Gold Trust(IAUUSD) | ETF | 464285105 | $7.7K | 642,451 | 2.1% |
| Vanguard Short-Term Corporate Bond ETF(VCSH) | ETF | 92206C409 | $8.2K | 105,607 | 2.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $14.0K | 150 | 3.9% |
| Invesco QQQ Trust(QQQ) | UNIT SER 1 | 46090E103 | $16.8K | 97,603 | 4.6% |
| iShares Tr Msci USA MinVolatility(USMV) | ETF | 46429B697 | $19.8K | 372,496 | 5.5% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $21.0K | 100 | 5.8% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $41.8K | 154,170 | 11.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $43.0K | 125 | 11.9% |
| DNP Select Income Common(DNP) | COM | 23325P104 | $57.0K | 5,294 | 15.7% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $66.0K | 300 | 18.2% |