Q1 2019 Holdings
Filed 2019-05-10 | 29 holdings | $136.9K | 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 | $18.4K | 91,734 | 13.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $15.5K | 107,176 | 11.3% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $11.9K | 345,500 | 8.7% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $10.0K | 344,606 | 7.3% |
| Wells Fargo Co New(WFC) | PERP PFD CNV A | 949746804 | $9.9K | 7,637 | 7.2% |
| Blackstone Group L P(BXUSD) | COM UNIT LTD | 09253U108 | $8.9K | 254,627 | 6.5% |
| Apple Inc(AAPL) | COM | 037833100 | $6.3K | 33,352 | 4.6% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $6.1K | 85,318 | 4.5% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $4.4K | 221,076 | 3.2% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $4.2K | 70,732 | 3.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $3.9K | 13 | 2.9% |
| Bank Amer Corp(BAC) | 7.25%CNV PFD L | 060505682 | $3.8K | 2,911 | 2.8% |
| Plains GP Hldgs L P(PAGPEUR) | LTD PARTNR INT A | 72651A207 | $3.7K | 148,003 | 2.7% |
| Spdr Series Trust(SPTM) | PORTFOLIO TL STK | 78464A805 | $3.5K | 98,064 | 2.5% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $3.2K | 61,891 | 2.4% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.0K | 102,021 | 2.2% |
| Transcanada Corp | COM | 89353D107 | $2.8K | 62,500 | 2.1% |
| Monmouth Real Estate Invt Co | CL A | 609720107 | $2.7K | 202,133 | 1.9% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.3K | 17,695 | 1.7% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $2.1K | 25,090 | 1.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.1K | 52,369 | 1.6% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $1.6K | 14,618 | 1.2% |
| Nuveen S&P 500 Buy-Write Inc(XBXMX) | COM | 6706ER101 | $1.6K | 121,036 | 1.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.4K | 13,109 | 1.0% |
| Industrial Logistics Pptys T(ILPT) | COM SHS BEN INT | 456237106 | $1.1K | 56,809 | 0.8% |
| Office Pptys Income TR(OPITQ) | COM SHS BEN INT | 67623C109 | $896 | 32,424 | 0.7% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $843 | 27,601 | 0.6% |
| Plains All Amern Pipeline L(PAA) | UNIT LTD PARTN | 726503105 | $286 | 11,684 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $260 | 1,372 | 0.2% |