Q4 2019 Holdings
Filed 2020-01-29 | 161 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.1K | 49,001 | 0.2% |
| Spdr Series Trust(MDYV) | S&P 400 MDCP VAL | 78464A839 | $4.6K | 84,523 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $7.5K | 25,668 | 0.3% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $8.4K | 90,490 | 0.4% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $9.3K | 155,001 | 0.4% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $10.8K | 256,156 | 0.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $12.6K | 373,780 | 0.5% |
| DNP Select Income FD(DNP) | COM | 23325P104 | $200.0K | 15,690 | 8.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $540.0K | 11,250 | 23.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $555.0K | 2,615 | 24.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $836.0K | 9,439 | 36.3% |