Q2 2019 Holdings
Filed 2019-07-10 | 314 holdings | $366.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WisdomTree Dividend ex-Financials(AIVL) | ETF | 97717W406 | $5.8K | 67,722 | 1.6% |
| iShares DJ US Total Market Index(IYY) | ETF | 464287846 | $6.0K | 40,777 | 1.6% |
| iShares Core Msci Eafe(IEFA) | ETF | 46432F842 | $6.3K | 103,187 | 1.7% |
| Spdr S&P Dividend ETF(SDY) | ETF | 78464A763 | $6.5K | 64,402 | 1.8% |
| Pimco Enhanced Short Maturity ETF(MINT) | ETF | 72201R833 | $7.6K | 74,738 | 2.1% |
| Vanguard Short-Term Corporate Bond ETF(VCSH) | ETF | 92206C409 | $9.0K | 112,110 | 2.5% |
| iShares Gold Trust(IAUUSD) | ETF | 464285105 | $9.3K | 689,799 | 2.5% |
| Invesco QQQ Trust(QQQ) | UNIT SER 1 | 46090E103 | $16.0K | 85,698 | 4.4% |
| iShares Tr Msci USA MinVolatility(USMV) | ETF | 46429B697 | $23.1K | 374,865 | 6.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $34.0K | 125 | 9.3% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $38.0K | 700 | 10.4% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $44.4K | 151,383 | 12.1% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $59.0K | 300 | 16.1% |
| DNP Select Income Common(DNP) | COM | 23325P104 | $63.0K | 5,294 | 17.2% |