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 |
|---|---|---|---|---|---|
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.7K | 6,797 | 0.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.7K | 26,865 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.7K | 2,947 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.8K | 11,377 | 0.1% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $1.8K | 12,904 | 0.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.9K | 54,299 | 0.1% |
| BK of America Corp(BAC) | COM | 060505104 | $1.9K | 77,961 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.9K | 1,609 | 0.1% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $2.0K | 12,238 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.0K | 12,184 | 0.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $2.0K | 23,835 | 0.1% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $2.0K | 30,809 | 0.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $2.1K | 77,757 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $2.2K | 19,250 | 0.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $2.2K | 62,787 | 0.1% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $2.2K | 37,925 | 0.1% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $2.3K | 65,676 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.4K | 38,985 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.4K | 6,483 | 0.1% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $2.4K | 18,867 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $2.5K | 16,661 | 0.1% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $2.6K | 25,071 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.9K | 9,509 | 0.1% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $2.9K | 191,800 | 0.1% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.1K | 89,884 | 0.2% |
| Nike Inc(NKE) | CL B | 654106103 | $3.1K | 36,179 | 0.2% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $3.2K | 29,051 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.4K | 24,489 | 0.2% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $3.4K | 69,841 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $3.6K | 42,915 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $3.8K | 68,219 | 0.2% |
| Resmed Inc(RMD) | COM | 761152107 | $3.8K | 23,912 | 0.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $3.9K | 59,103 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $3.9K | 10,619 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $4.0K | 20,393 | 0.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $4.0K | 105,829 | 0.2% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $4.2K | 56,648 | 0.2% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $4.2K | 262,063 | 0.2% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.4K | 35,464 | 0.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $4.8K | 117,450 | 0.2% |
| Ishares Inc(ACWV) | MIN VOL GBL ETF | 464286525 | $4.9K | 57,143 | 0.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $5.1K | 49,384 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $5.1K | 88,698 | 0.2% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $5.2K | 28,476 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.3K | 37,799 | 0.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $5.8K | 37,597 | 0.3% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $6.0K | 290,718 | 0.3% |
| Facebook Inc(META) | CL A | 30303M102 | $6.1K | 34,643 | 0.3% |
| Moodys Corp(MCO) | COM | 615369105 | $6.2K | 25,459 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.8K | 24,245 | 0.3% |