Q4 2019 Holdings
Filed 2020-02-14 | 161 holdings | $4.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fun(VNQ) | REIT ETF | 922908553 | $6.7K | 72,457 | 0.2% |
| iShares S&P Growth Allocation(AOR) | GRWT ALLOCAT ETF | 464289867 | $7.6K | 158,130 | 0.2% |
| Vanguard Div Appreciation ETF(VIG) | DIV APP ETF | 921908844 | $11.9K | 95,718 | 0.3% |
| Schwab Short-Term U.S. Treasur(SCHO) | SHT TM US TRES | 808524862 | $12.3K | 243,742 | 0.3% |
| iShares S&P 500 Value Index ET(IVE) | S&P 500 VAL ETF | 464287408 | $16.3K | 125,594 | 0.4% |
| iShares S&P 500 Growth Index E(IVW) | S&P 500 GRWT ETF | 464287309 | $17.6K | 91,100 | 0.4% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $225.0K | 3,661 | 5.2% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $404.0K | 1,223 | 9.3% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $916.0K | 19,092 | 21.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.1M | 3,878 | 26.3% |
| Boeing Co(BA) | COM | 097023105 | $1.4M | 4,228 | 31.8% |