Q1 2020 Holdings
Filed 2020-04-17 | 12 holdings | $84.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moodys Corp COM(MCO) | COM | 615369105 | $70.5K | 40 | 83.9% |
| Pepsico Inc COM(PEP) | COM | 713448108 | $12.9K | 169 | 15.3% |
| Spdr S&p500 ETF Trust TR Unit ETF(SPY) | TR UNIT | 78462F103 | $634 | 1,052 | 0.8% |
| Vanguard Growth ETF(VUG) | GROWTH ETF | 922908736 | $19 | 148,968 | 0.0% |
| Select Sector Spdr Trust Technology ETF(XLK) | TECHNOLOGY | 81369Y803 | $15 | 87,945 | 0.0% |
| Vanguard Shrt TRM Corp BD ETF(VCSH) | SHRT TRM CORP BD | 92206C409 | $15 | 152,871 | 0.0% |
| Vanguard Total STK MKT ETF(VTI) | TOTAL STK MKT | 922908769 | $8 | 237,723 | 0.0% |
| Select Sector Spdr Trust SBI Healthcare ETF(XLV) | SBI HEALTHCARE | 81369Y209 | $6 | 116,508 | 0.0% |
| Limited Brands Inc COM | COM | 501797104 | $4 | 35,000 | 0.0% |
| Ishares Trust Fltg Rate NT ETF(FLOT) | FLTG RATE NT ETF | 46429B655 | $3 | 243,385 | 0.0% |
| Ishares Trust Core S&p500 ETF(IVV) | CORE S&P500 ETF | 464287200 | $0 | 222,360 | 0.0% |
| Ishares Trust Core S&P SCP ETF(IJR) | CORE S&P SCP ETF | 464287804 | $0 | 147,075 | 0.0% |