Q4 2020 Holdings
Filed 2021-03-19 | 540 holdings | $901.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Consolidated Edison Inc(ED) | COM | 209115104 | $180.0K | 2,491 | 20.0% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $175.0K | 3,916 | 19.4% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $137.0K | 1,279 | 15.2% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $107.0K | 284 | 11.9% |
| iShares Edge Msci Min Vol USA(USMV) | MSCI USA MIN VOL | 46429B697 | $44.0K | 647,966 | 4.9% |
| iShares Russell 1000 Growth(IWF) | RUS 1000 GRW ETF | 464287614 | $34.9K | 144,907 | 3.9% |
| iShares Core SP 500(IVV) | CORE S&P500 ETF | 464287200 | $28.8K | 76,776 | 3.2% |
| Vanguard Total Stock Market ETF(VTI) | TOTAL STK MKT | 922908769 | $27.3K | 140,338 | 3.0% |
| iShares Edge Msci Min Vol Global(ACWV) | MSCI GBL MIN VOL | 464286525 | $16.8K | 173,547 | 1.9% |
| iShares Core SP Mid-Cap(IJH) | CORE S&P MCP ETF | 464287507 | $15.7K | 68,444 | 1.7% |
| Vanguard Dividend Appreciation ETF(VIG) | DIV APP ETF | 921908844 | $13.7K | 96,784 | 1.5% |
| iShares Core SP Small-Cap(IJR) | CORE S&P SCP ETF | 464287804 | $12.5K | 136,275 | 1.4% |
| Ishares Core High Dividend Etf(HDV) | CORE HIGH DV ETF | 46429B663 | $11.0K | 125,481 | 1.2% |
| Corteva Inc com(CTVA) | COM | 22052L104 | $11.0K | 284 | 1.2% |
| Vanguard Total International Stock ETF(VXUS) | VG TL INTL STK F | 921909768 | $10.8K | 179,126 | 1.2% |
| Vanguard Growth ETF(VUG) | GROWTH ETF | 922908736 | $8.9K | 35,225 | 1.0% |
| Vanguard 500 ETF(VOO) | S&P 500 ETF SHS | 922908363 | $6.2K | 18,151 | 0.7% |
| iShares Core SP Total US Stock Mkt ETF(ITOT) | CORE S&P TTL STK | 464287150 | $6.1K | 70,710 | 0.7% |
| iShares Msci Emerg Mkts Min Vol Fctr ETF(EEMV) | MSCI EMERG MRKT | 464286533 | $5.2K | 85,436 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $3.6K | 27,429 | 0.4% |
| iShares National Muni Bond ETF(MUB) | NATIONAL MUN ETF | 464288414 | $3.2K | 27,384 | 0.4% |
| iShares Core Msci Emerging Markets ETF(IEMG) | CORE MSCI EMKT | 46434G103 | $2.2K | 35,356 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.2K | 9,678 | 0.2% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $2.1K | 26,761 | 0.2% |
| Vanguard Small-Cap ETF(VB) | SMALL CP ETF | 922908751 | $1.8K | 9,280 | 0.2% |
| iShares Msci Eafe Min Vol Factor ETF(EFAV) | MSCI EAFE MIN VL | 46429B689 | $1.8K | 24,438 | 0.2% |
| Vanguard Mid-Cap ETF(VO) | MID CAP ETF | 922908629 | $1.5K | 7,322 | 0.2% |
| iShares Core Msci Total Intl Stk ETF(IXUS) | CORE MSCI TOTAL | 46432F834 | $1.4K | 20,891 | 0.2% |
| iShares Russell 1000 Value(IWD) | RUS 1000 VAL ETF | 464287598 | $1.4K | 10,163 | 0.2% |
| Vanguard Total Bond Market ETF(BND) | TOTAL BND MRKT | 921937835 | $1.3K | 14,785 | 0.1% |
| Technology Select Sector Spdr ETF(XLK) | TECHNOLOGY | 81369Y803 | $1.2K | 9,445 | 0.1% |
| iShares Core Msci Eafe(IEFA) | CORE MSCI EAFE | 46432F842 | $1.1K | 15,518 | 0.1% |
| Spdr SP 500 ETF(SPY) | TR UNIT | 78462F103 | $920 | 2,461 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $846 | 260 | 0.1% |
| Johnson Johnson(JNJ) | COM | 478160104 | $619 | 3,938 | 0.1% |
| Vanguard High Dividend Yield ETF(VYM) | HIGH DIV YLD | 921946406 | $594 | 6,498 | 0.1% |
| Walt Disney Co(DIS) | COM | 254687106 | $583 | 3,219 | 0.1% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $547 | 776 | 0.1% |
| iShares Exponential Technologies(XT) | EXPONENTIAL TECH | 46434V381 | $523 | 9,141 | 0.1% |
| Berkshire Hathaway Inc B(BRK/B) | CL B NEW | 084670702 | $491 | 2,118 | 0.1% |
| Vanguard Tax-Exempt Bond ETF(VTEB) | TAX EXEMPT BD | 922907746 | $483 | 8,767 | 0.1% |
| iShares Core US Aggregate Bond(AGG) | CORE US AGGBD ET | 464287226 | $477 | 4,037 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $476 | 8,112 | 0.1% |
| iShares Gold Trust(IAUUSD) | ISHARES | 464285105 | $443 | 24,479 | 0.0% |
| Alphabet Inc C(GOOG) | CAP STK CL C | 02079K107 | $427 | 244 | 0.0% |
| Alphabet Inc A(GOOGL) | CAP STK CL A | 02079K305 | $422 | 241 | 0.0% |
| McDonald's Corp(MCD) | COM | 580135101 | $421 | 1,964 | 0.0% |
| Visa Inc Class A(V) | COM CL A | 92826C839 | $399 | 1,827 | 0.0% |
| Facebook Inc A(META) | CL A | 30303M102 | $397 | 1,454 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $386 | 10,501 | 0.0% |