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Measured Wealth Private Client Group, LLC

Q1 2020 Holdings

Filed 2020-04-22 | 103 holdings | $604.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco SYS Inc(CSCO)COM17275R102$476.0K12,11278.8%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$19.7K763,9563.3%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$17.8K496,7182.9%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$11.5K163,2011.9%
Spdr SER TR(SPMD)PORTFOLIO S&P40078464A847$10.9K428,5221.8%
First TR Exch Traded FD III(FPE)PFD SECS INC ETF33739E108$5.2K316,4520.9%
Ishares TR(IVV)CORE S&P500 ETF464287200$4.2K16,3190.7%
Invesco Exchange-Traded FD T(SPLV)S&P500 LOW VOL46138E354$4.0K84,3950.7%
Equifax Inc(EFX)COM294429105$3.6K30,3210.6%
Fidelity Natl Information SV(FIS)COM31620M106$2.9K23,9160.5%
Ishares TR(OEF)S&P 100 ETF464287101$2.7K22,9660.5%
First TR Exchange Traded FD(FGD)DJ GLBL DIVID33734X200$1.9K119,3700.3%
Spdr SER TR(JNK)BLOOMBERG BRCLYS78468R622$1.9K19,8340.3%
Spdr SER TR(PSK)WELLS FG PFD ETF78464A292$1.9K47,8970.3%
Apple Inc(AAPL)COM037833100$1.6K6,3070.3%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$1.5K17,2930.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.5K5,9420.3%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1.4K11,1820.2%
Ishares TR(TIP)TIPS BD ETF464287176$1.4K11,8100.2%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$1.2K9,8030.2%
Microsoft Corp(MSFT)COM594918104$1.1K6,7920.2%
Mcdonalds Corp(MCD)COM580135101$1.1K6,4280.2%
Vanguard Index FDS(VO)MID CAP ETF922908629$8896,7540.1%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$8535,7490.1%
Iclick Intractve Asia GRP LTSPONSORED ADR45113Y104$814172,5000.1%
Spdr SER TR(MDYG)S&P 400 MDCP GRW78464A821$78418,2980.1%
Johnson & Johnson(JNJ)COM478160104$7765,9210.1%
Spdr SER TR(MDYV)S&P 400 MDCP VAL78464A839$73620,8820.1%
B & G Foods Inc New(BGS)COM05508R106$70839,1590.1%
Verizon Communications Inc(VZ)COM92343V104$68812,8060.1%
Kraft Heinz Co(KHC)COM500754106$67427,2520.1%
Netflix Inc(NFLX)COM64110L106$6731,7920.1%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$6732,5600.1%
Tesla Inc(TSLA)COM88160R101$6651,2700.1%
Ishares Inc(EEMV)MIN VOL EMRG MKT464286533$65814,0200.1%
Sysco Corp(SYY)COM871829107$65514,3490.1%
Iron MTN Inc New(IRM)COM46284V101$63926,8440.1%
Stanley Black & Decker Inc(SWK)COM854502101$5805,8000.1%
Exxon Mobil Corp(XOM)COM30231G102$54614,3800.1%
Bristol-Myers Squibb Co(BMY)COM110122108$5269,4370.1%
Proshares TRULTRASHRT S&P50074347B383$52517,2430.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$4962,6060.1%
Intel Corp(INTC)COM458140100$4598,4740.1%
Home Depot Inc(HD)COM437076102$4452,3850.1%
Spdr SER TR(SPYM)PORTFOLIO S&P50078464A854$44314,6550.1%
Merck & Co. Inc(MRK)COM58933Y105$4345,6460.1%
Fidelity National Financial(FNF)FNF GROUP COM31620R303$43417,4440.1%
MFS High Yield MUN TR(CMU)SH BEN INT59318E102$40996,8220.1%
Amazon COM Inc(AMZN)COM023135106$4042070.1%
Spdr SER TR(SLYG)S&P 600 SMCP GRW78464A201$3888,4010.1%
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