Q4 2019 Holdings
Filed 2020-01-24 | 394 holdings | $551.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| W P Carey Inc(WPC) | COM | 92936U109 | $77 | 962 | 0.0% |
| Ishares Inc(EIS) | MSCI ISRAEL ETF | 464286632 | $84 | 1,466 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $87 | 2,229 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $90 | 440 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $91 | 731 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $92 | 69 | 0.0% |
| First TR Exchange Traded FD(FTCS) | CAP STRENGTH ETF | 33733E104 | $92 | 1,531 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $97 | 2,205 | 0.0% |
| Ishares TR(IYY) | DOW JONES US ETF | 464287846 | $101 | 635 | 0.0% |
| Ishares TR(IXJ) | GLOB HLTHCRE ETF | 464287325 | $103 | 1,502 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $107 | 653 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $112 | 456 | 0.0% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $113 | 600 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $113 | 792 | 0.0% |
| Ishares TR(IYF) | U.S. FINLS ETF | 464287788 | $114 | 830 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $118 | 1,267 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $119 | 1,484 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $122 | 91 | 0.0% |
| Ishares TR(IDU) | U.S. UTILITS ETF | 464287697 | $124 | 766 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $147 | 4,779 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $151 | 2,809 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $154 | 3,460 | 0.0% |
| Ishares TR(IYW) | U.S. TECH ETF | 464287721 | $155 | 667 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $158 | 2,645 | 0.0% |
| Fidelity Comwlth TR(ONEQ) | NDQ CP IDX TRK | 315912808 | $163 | 467 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $165 | 852 | 0.0% |
| Xcel Energy Inc(XEL) | COM | 98389B100 | $167 | 2,630 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $172 | 1,485 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSJO) | BULSHS 2024 HY | 46138J833 | $174 | 6,866 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $177 | 1,002 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $181 | 864 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $184 | 3,477 | 0.0% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $189 | 3,958 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCO) | BULSHS 2024 CB | 46138J841 | $199 | 9,265 | 0.0% |
| Ishares TR(ILCB) | MRNGSTR LG-CP ET | 464287127 | $221 | 1,196 | 0.0% |
| Ishares TR(ISCB) | MRGSTR SM CP ETF | 464288505 | $222 | 1,174 | 0.0% |
| WNS Holdings LTD(WNSN) | SPON ADR | 92932M101 | $224 | 3,393 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $226 | 3,467 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $233 | 1,477 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $249 | 1,505 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $262 | 142 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $287 | 1,766 | 0.1% |
| Spdr Series Trust(SPYX) | SPDR S&P 500 ETF | 78468R796 | $293 | 3,712 | 0.1% |
| Ishares TR(IMCB) | MRGSTR MD CP ETF | 464288208 | $323 | 1,542 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $341 | 1,873 | 0.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $360 | 6,046 | 0.1% |
| Invesco Exch TRD SLF IDX FD(BSCP) | BULSHS 2025 CB | 46138J825 | $431 | 20,066 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $447 | 3,727 | 0.1% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $457 | 2,760 | 0.1% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $465 | 5,495 | 0.1% |