Q4 2018 Holdings
Filed 2019-02-13 | 363 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Church & Dwight Inc(CHD) | COM | 171340102 | $398.0K | 6,580 | 34.1% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $38.9K | 1,098,494 | 3.3% |
| Spdr Series Trust(SPAB) | PORTFOLIO AGRGTE | 78464A649 | $30.9K | 1,102,657 | 2.6% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $30.6K | 1,066,024 | 2.6% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $26.0K | 871,868 | 2.2% |
| Spdr Series Trust(MDYV) | S&P 400 MDCP VAL | 78464A839 | $23.9K | 476,552 | 2.1% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $21.3K | 701,253 | 1.8% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $18.3K | 236,815 | 1.6% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $16.3K | 456,609 | 1.4% |
| Chevron Corp New(CVX) | COM | 166764100 | $14.3K | 119,844 | 1.2% |
| Spdr Series Trust(MDYG) | S&P 400 MDCP GRW | 78464A821 | $14.2K | 278,526 | 1.2% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $13.5K | 290,769 | 1.2% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $12.6K | 204,799 | 1.1% |
| Facebook Inc(META) | CL A | 30303M102 | $12.5K | 72,931 | 1.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $12.2K | 114,051 | 1.0% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $11.7K | 231,153 | 1.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $11.5K | 135,494 | 1.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $11.2K | 133,522 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $10.1K | 57,810 | 0.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.7K | 67,712 | 0.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.9K | 6,919 | 0.7% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $7.9K | 133,159 | 0.7% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $7.6K | 35,393 | 0.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $7.6K | 29,640 | 0.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.3K | 6,374 | 0.6% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $7.1K | 48,925 | 0.6% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $6.6K | 267,109 | 0.6% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $6.6K | 3,452 | 0.6% |
| Starbucks Corp(SBUX) | COM | 855244109 | $6.5K | 93,137 | 0.6% |
| Nike Inc(NKE) | CL B | 654106103 | $6.3K | 76,178 | 0.5% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $6.1K | 69,292 | 0.5% |
| Spdr SER TR(SPSM) | PORTFOLIO SM ETF | 78468R853 | $6.0K | 201,454 | 0.5% |
| AT&T Inc(T) | COM | 00206R102 | $6.0K | 201,447 | 0.5% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $5.9K | 112,974 | 0.5% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $5.8K | 118,410 | 0.5% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $5.7K | 36,436 | 0.5% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $5.7K | 49,003 | 0.5% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $5.6K | 15,770 | 0.5% |
| Royal Dutch Shell PLC(R6C2) | SPON ADR B | 780259107 | $4.8K | 73,977 | 0.4% |
| Spdr Series Trust(SPMB) | BLOMBRG BRC MRTG | 78464A383 | $4.7K | 184,048 | 0.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.6K | 44,649 | 0.4% |
| Oracle Corp(ORCL) | COM | 68389X105 | $4.6K | 89,962 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.6K | 34,672 | 0.4% |
| Gartner Inc(IT) | COM | 366651107 | $4.2K | 29,647 | 0.4% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $4.1K | 54,373 | 0.4% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $4.1K | 9,685 | 0.3% |
| Spdr Series Trust(PSK) | WELLS FG PFD ETF | 78464A292 | $4.0K | 95,930 | 0.3% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.8K | 70,943 | 0.3% |
| International Business Machs(IBM) | COM | 459200101 | $3.7K | 27,527 | 0.3% |
| General Mtrs Co(GM) | COM | 37045V100 | $3.7K | 93,039 | 0.3% |