Q4 2018 Holdings
Filed 2019-01-24 | 51 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.2M | 13,088 | 54.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $935.0K | 4,590 | 42.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $7.7K | 37,943 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $5.5K | 34,985 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.4K | 36,456 | 0.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $4.4K | 39,861 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.9K | 41,946 | 0.2% |
| 3M Co(MMM) | COM | 88579Y101 | $3.4K | 18,002 | 0.2% |
| Abbott Labs(ABT) | COM | 002824100 | $3.3K | 45,800 | 0.1% |
| Johnson &johnson(JNJ) | COM | 478160104 | $3.1K | 23,853 | 0.1% |
| Union PAC Corp(UNP) | COM | 907818108 | $2.9K | 21,226 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $2.9K | 18,514 | 0.1% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $2.8K | 22,150 | 0.1% |
| AIR Prods &chems Inc(APD) | COM | 009158106 | $2.8K | 17,365 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.7K | 24,746 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.7K | 24,666 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $2.3K | 7,265 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.2K | 32,759 | 0.1% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $2.1K | 24,250 | 0.1% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.5K | 21,350 | 0.1% |
| Welltower Inc(WELL) | COM | 95040Q104 | $1.5K | 20,950 | 0.1% |
| Unilever PLC | SPON ADR NEW | 904767704 | $1.3K | 25,650 | 0.1% |
| Ventas Inc(VTR) | COM | 92276F100 | $1.3K | 22,200 | 0.1% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.3K | 21,075 | 0.1% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $1.2K | 8,922 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.2K | 20,631 | 0.1% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.1K | 11,648 | 0.1% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $1.1K | 28,400 | 0.0% |
| Peoples Utah Bancorp | COM | 712706209 | $940 | 31,192 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $930 | 19,819 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $924 | 19,517 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $922 | 3,048 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $908 | 15,225 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $829 | 7,794 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $728 | 8,228 | 0.0% |
| Becton Dickinson &co(BDX) | COM | 075887109 | $698 | 3,100 | 0.0% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $655 | 15,100 | 0.0% |
| Avalonbay Cmntys Inc(AVB) | COM | 053484101 | $643 | 3,700 | 0.0% |
| Public SVC Enterprise Group(PEG) | COM | 744573106 | $598 | 11,500 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $589 | 15,888 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $587 | 4,650 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $566 | 5,577 | 0.0% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $492 | 10,700 | 0.0% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $450 | 6,219 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $419 | 2,600 | 0.0% |
| Harris Corp del | COM | 413875105 | $377 | 2,800 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $360 | 12,625 | 0.0% |
| Archer Daniels Midland Co(ADM) | COM | 039483102 | $327 | 8,000 | 0.0% |
| Zions Bancorporation N A(ZION) | COM | 989701107 | $279 | 6,870 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $275 | 4,400 | 0.0% |