Q1 2020 Holdings
Filed 2020-04-17 | 318 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Twilio Inc(TWLO) | CL A | 90138F102 | $503 | 5,276 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $504 | 2,038 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $505 | 5,300 | 0.0% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $506 | 10,302 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $510 | 3,636 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $524 | 3,986 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $528 | 3,480 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $537 | 1,895 | 0.0% |
| Sempra Energy(SRE) | COM | 816851109 | $540 | 4,138 | 0.0% |
| American Centy ETF TR(AVUS) | US EQT ETF | 025072885 | $542 | 12,214 | 0.0% |
| Vaneck Vectors ETF TR(EMLC) | JP MORGAN MKTS | 92189H300 | $550 | 19,061 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $550 | 2,040 | 0.0% |
| Sunoco LP(SUN) | COM UT REP LP | 86765K109 | $562 | 31,500 | 0.0% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $571 | 3,435 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $572 | 1,135 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $576 | 2,003 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $577 | 8,826 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $579 | 16,355 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $583 | 7,391 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $590 | 2,318 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $612 | 5,025 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $616 | 11,876 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $619 | 2,141 | 0.0% |
| Public SVC Enterprise GRP in(PEG) | COM | 744573106 | $621 | 11,725 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $627 | 3,548 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $631 | 2,389 | 0.0% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $632 | 6,907 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $638 | 16,755 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $660 | 14,302 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $660 | 5,926 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $662 | 9,474 | 0.0% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $677 | 4,905 | 0.0% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $679 | 14,239 | 0.0% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $682 | 12,552 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $685 | 1,336 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $686 | 5,648 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $690 | 4,735 | 0.0% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $690 | 6,804 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $700 | 13,522 | 0.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $711 | 33,183 | 0.0% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $718 | 8,168 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $720 | 6,839 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $727 | 8,016 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $738 | 9,107 | 0.0% |
| Ishares TR(IYR) | U.S. REAL ES ETF | 464287739 | $746 | 9,452 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $746 | 7,659 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $751 | 8,820 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $755 | 5,201 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $760 | 9,368 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $760 | 8,415 | 0.0% |