Q4 2018 Holdings
Filed 2019-02-11 | 31 holdings | $127.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $18.1K | 88,464 | 14.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $14.2K | 111,329 | 11.1% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $11.9K | 373,125 | 9.3% |
| Wells Fargo Co New(WFC) | PERP PFD CNV A | 949746804 | $9.9K | 7,824 | 7.7% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $8.3K | 335,782 | 6.5% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $7.4K | 248,034 | 5.8% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $5.7K | 86,223 | 4.5% |
| Apple Inc(AAPL) | COM | 037833100 | $4.9K | 31,369 | 3.9% |
| Bank Amer Corp(BAC) | 7.25%CNV PFD L | 060505682 | $4.8K | 3,867 | 3.8% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $4.0K | 13 | 3.1% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $3.8K | 67,730 | 3.0% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.5K | 132,534 | 2.7% |
| Monmouth Real Estate Invt Co | CL A | 609720107 | $3.4K | 275,291 | 2.7% |
| Spdr Series Trust(SPTM) | PORTFOLIO TL STK | 78464A805 | $3.0K | 98,298 | 2.4% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $2.9K | 62,459 | 2.3% |
| Plains GP Hldgs L P(PAGPEUR) | LTD PARTNR INT A | 72651A207 | $2.8K | 139,566 | 2.2% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $2.4K | 156,163 | 1.9% |
| Transcanada Corp | COM | 89353D107 | $2.2K | 63,000 | 1.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.0K | 54,549 | 1.6% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $2.0K | 25,403 | 1.6% |
| Nuveen S&P 500 Buy-Write Inc(XBXMX) | COM | 6706ER101 | $1.6K | 133,135 | 1.3% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.5K | 15,839 | 1.2% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $1.4K | 14,528 | 1.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.4K | 11,945 | 1.1% |
| Industrial Logistics Pptys T(ILPT) | COM SHS BEN INT | 456237106 | $1.2K | 59,153 | 0.9% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.1K | 16,247 | 0.9% |
| Government Pptys Income TR | COM SHS BEN INT | 38376A103 | $752 | 109,520 | 0.6% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $688 | 22,835 | 0.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $252 | 1,517 | 0.2% |
| Plains All Amern Pipeline L(PAA) | UNIT LTD PARTN | 726503105 | $234 | 11,684 | 0.2% |
| Select Income REIT | COM SH BEN INT | 81618T100 | $148 | 20,081 | 0.1% |