Q1 2021 Holdings
Filed 2021-04-26 | 107 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF(VIG) | DIV App ETF | 921908844 | $26.8K | 182,443 | 1.2% |
| Vanguard International Dividend ETF(VIGI) | Intl DVD ETF | 921946810 | $37.6K | 454,100 | 1.6% |
| Costco Wholesale(COST) | Com | 22160K105 | $203.0K | 577 | 8.7% |
| Carrier Global Corp(CARR) | Com | 14448C104 | $212.0K | 5,021 | 9.1% |
| Alibaba Group Hldg Adr(BABA) | Sponsored Ads | 01609W102 | $251.0K | 1,106 | 10.8% |
| Boeing Co(BA) | Com | 097023105 | $342.0K | 1,342 | 14.7% |
| Cisco Systems Inc(CSCO) | Com | 17275R102 | $957.0K | 18,510 | 41.1% |