Q1 2019 Holdings
Filed 2019-05-15 | 120 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SH | SPONS ADR 2 ORD | 780097689 | $68 | 10,440 | 0.0% |
| Vanguard(BND) | TOTAL BND MRKT | 921937835 | $206 | 2,538 | 0.0% |
| SH(SJM) | COM NEW | 832696405 | $214 | 1,837 | 0.0% |
| SH(EMR) | COM | 291011104 | $214 | 3,135 | 0.0% |
| SH | SPON ADR NEW | 904767704 | $216 | 3,757 | 0.0% |
| SH(ETN) | SHS | G29183103 | $219 | 2,720 | 0.0% |
| SH(KO) | COM | 191216100 | $220 | 4,698 | 0.0% |
| Vanguard(VB) | SMALL CP ETF | 922908751 | $222 | 1,455 | 0.0% |
| SH(CMCSA) | CL A | 20030N101 | $227 | 5,690 | 0.0% |
| SH(CL) | COM | 194162103 | $230 | 3,356 | 0.0% |
| SH(WM) | COM | 94106L109 | $234 | 2,258 | 0.0% |
| SH(MRSH) | COM | 571748102 | $234 | 2,494 | 0.0% |
| SH(VLO) | COM | 91913Y100 | $238 | 2,807 | 0.0% |
| SH(MDT) | SHS | G5960L103 | $244 | 2,685 | 0.0% |
| SH(LLY) | COM | 532457108 | $244 | 1,882 | 0.0% |
| Spdr(GLD) | GOLD SHS | 78463V107 | $250 | 2,056 | 0.0% |
| SH(GOOGL) | CAP STK CL A | 02079K305 | $264 | 225 | 0.0% |
| SH(CSX) | COM | 126408103 | $271 | 3,630 | 0.0% |
| SH(DHR) | COM | 235851102 | $272 | 2,065 | 0.0% |
| SH(LMT) | COM | 539830109 | $275 | 916 | 0.0% |
| SH(SBUX) | COM | 855244109 | $275 | 3,704 | 0.0% |
| iShares(EFAV) | MIN VOL EAFE ETF | 46429B689 | $278 | 3,870 | 0.0% |
| SH(CVX) | COM | 166764100 | $285 | 2,317 | 0.0% |
| SH(BAC) | COM | 060505104 | $285 | 10,333 | 0.0% |
| SH(TXN) | COM | 882508104 | $285 | 2,688 | 0.0% |
| SH(BMY) | COM | 110122108 | $296 | 6,208 | 0.0% |
| SH(AMZN) | COM | 023135106 | $302 | 170 | 0.0% |
| SH(ABT) | COM | 002824100 | $305 | 3,816 | 0.0% |
| Invesco(PRF) | FTSE RAFI 1000 | 46137V613 | $308 | 2,725 | 0.0% |
| Spdr(SPIB) | PORTFOLIO INTRMD | 78464A375 | $318 | 9,326 | 0.0% |
| SH(V) | COM CL A | 92826C839 | $320 | 2,055 | 0.0% |
| iShares(ACWX) | MSCI ACWI EX US | 464288240 | $326 | 7,060 | 0.0% |
| iShares(IWM) | RUSSELL 2000 ETF | 464287655 | $329 | 2,150 | 0.0% |
| SH(GSLC) | EQUITY ETF | 381430503 | $332 | 5,850 | 0.0% |
| iShares(QUAL) | USA QUALITY FCTR | 46432F339 | $347 | 3,920 | 0.0% |
| SH(WFC) | COM | 949746101 | $355 | 7,353 | 0.0% |
| Invesco(PWV) | DYNMC LRG VALU | 46137V738 | $371 | 10,482 | 0.0% |
| SH(ITW) | COM | 452308109 | $387 | 2,698 | 0.0% |
| SH(GOOG) | CAP STK CL C | 02079K107 | $400 | 341 | 0.0% |
| SH(DGED) | SPON ADR NEW | 25243Q205 | $402 | 2,461 | 0.0% |
| SH(APD) | COM | 009158106 | $403 | 2,111 | 0.0% |
| iShares(ESGD) | ESG MSCI EAFE | 46435G516 | $417 | 6,605 | 0.0% |
| SH(MMM) | COM | 88579Y101 | $452 | 2,176 | 0.0% |
| SH(BRK/B) | CL B NEW | 084670702 | $501 | 2,494 | 0.0% |
| SH(SYK) | COM | 863667101 | $514 | 2,603 | 0.0% |
| SH(MRK) | COM | 58933Y105 | $515 | 6,197 | 0.0% |
| SH(INTC) | COM | 458140100 | $580 | 10,811 | 0.0% |
| SH(TPR) | COM | 876030107 | $597 | 18,386 | 0.0% |
| SH(XOM) | COM | 30231G102 | $598 | 7,412 | 0.0% |
| Vanguard(IVOO) | MIDCP 400 IDX | 921932885 | $601 | 4,705 | 0.0% |