Q1 2015 Holdings
Filed 2015-05-15 | 70 holdings | $992.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Express Co | COM | 25816109 | $213 | 2,729 | 0.0% |
| Medtronic Inc | COM | 585055106 | $223 | 2,864 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $232 | 1,405 | 0.0% |
| S&P 500 Index Spdr Trust(SPY) | COM | 78462F103 | $233 | 1,127 | 0.0% |
| Phillips 66 Stock Fund(PSX) | COM | 718546104 | $234 | 2,971 | 0.0% |
| Schwab US Large-Cap ETF(SCHX) | COM | 808524201 | $245 | 4,936 | 0.0% |
| Vanguard Financials ETF(VFH) | COM | 92204A405 | $246 | 4,992 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $250 | 2,705 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $253 | 5,990 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $255 | 2,352 | 0.0% |
| Bristol-Myers Squibb(BMY) | COM | 110122108 | $256 | 3,965 | 0.0% |
| Boeing Co | COM | 97023105 | $265 | 1,765 | 0.0% |
| Walt Disney Co(DIS) | COM | 254687106 | $270 | 2,570 | 0.0% |
| Schwab Emerging Market Equity(SCHE) | COM | 808524706 | $286 | 11,729 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $298 | 5,941 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $299 | 4,311 | 0.0% |
| Auto Data Processing | COM | 53015103 | $302 | 3,531 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $302 | 3,568 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $315 | 5,486 | 0.0% |
| Charles Schwab Corp(SCHW) | COM | 808513105 | $327 | 10,728 | 0.0% |
| Amgen | COM | 31162100 | $329 | 2,056 | 0.0% |
| Amazon.com Inc. | COM | 23135106 | $352 | 947 | 0.0% |
| Verizon Communications(VZ) | COM | 92343V104 | $359 | 7,379 | 0.0% |
| McDonalds Corp(MCD) | COM | 580135101 | $365 | 3,744 | 0.0% |
| International Business Machine(IBM) | COM | 459200101 | $380 | 2,370 | 0.0% |
| Pepsico Incorporated(PEP) | COM | 713448108 | $437 | 4,571 | 0.0% |
| Kinder Morgan Inc(KMI) | COM | 49456B101 | $469 | 11,162 | 0.0% |
| Schwab US Small-Cap ETF(SCHA) | COM | 808524607 | $474 | 8,235 | 0.0% |
| Pfizer Incorporated(PFE) | COM | 717081103 | $498 | 14,311 | 0.1% |
| Schwab US Dividend Equity ETF(SCHD) | COM | 808524797 | $523 | 13,281 | 0.1% |
| Intel Corp | COM | 18383M415 | $670 | 21,428 | 0.1% |
| McKesson Inc.(MCK) | COM | 58155Q103 | $690 | 3,050 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $704 | 8,591 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $761 | 18,716 | 0.1% |
| Schwab US Large Cap Growth ETF(SCHG) | COM | 808524300 | $767 | 14,233 | 0.1% |
| AT&T(T) | COM | 00206R102 | $820 | 25,128 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $865 | 8,597 | 0.1% |
| Pimco Enhanced Short Maturity(MINT) | COM | 72201R833 | $890 | 8,797 | 0.1% |
| Schwab Strategic Tr US Mid-Cap(SCHM) | COM | 808524508 | $894 | 20,726 | 0.1% |
| United Technologies Corp.(UTXZ) | COM | 913017109 | $957 | 8,162 | 0.1% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $1.0K | 6,420 | 0.1% |
| General Electric(META) | COM | 30303M102 | $1.1K | 43,282 | 0.1% |
| Vanguard Div Appreciation(VIG) | COM | 921908844 | $1.2K | 14,525 | 0.1% |
| Facebook Inc Class A(XOM) | COM | 30231G102 | $1.5K | 18,684 | 0.2% |
| Chevron Corp(CVX) | COM | 166764100 | $1.7K | 15,819 | 0.2% |
| Coca Cola Company(KO) | COM | 191216100 | $2.0K | 26,402 | 0.2% |
| iShares Russell 2000(IWM) | COM | 464287655 | $2.2K | 17,656 | 0.2% |
| Schwab Intl Small-Cap ETF(SCHC) | COM | 808524888 | $2.4K | 79,269 | 0.2% |
| 1/100 Berkshire Htwy Cla | COM | 84990175 | $2.4K | 1,100 | 0.2% |
| Berkshire Hathaway Cl B | COM | 84670702 | $2.6K | 17,965 | 0.3% |