Q1 2019 Holdings
Filed 2019-04-18 | 130 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Heartland Bancorp Ohio | COM | 421962101 | $441 | 5,432 | 0.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $469 | 8,581 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $471 | 3,016 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $521 | 4,696 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $527 | 3,644 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $530 | 4,927 | 0.0% |
| General Electric Co | COM | 369604103 | $552 | 55,325 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $553 | 6,151 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $593 | 3,771 | 0.0% |
| Ishares(AOR) | GRWT ALLOCAT ETF | 464289867 | $596 | 13,355 | 0.0% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $610 | 3,195 | 0.1% |
| Ishares S&P Aggressive Allocation ETF(AOA) | S&P AGGRESSIVE ALLOCATION ETF | 464289859 | $611 | 11,423 | 0.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $635 | 12,241 | 0.1% |
| Cintas Corp(CTAS) | COM | 172908105 | $673 | 3,334 | 0.1% |
| Intel Corp | COM | 456140100 | $701 | 13,069 | 0.1% |
| Ishares TR(ISTB) | CORE ST USDB ETF | 46432F859 | $714 | 14,329 | 0.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $738 | 23,595 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $752 | 5,330 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $756 | 3,643 | 0.1% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $817 | 5,142 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $818 | 6,307 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $853 | 3,021 | 0.1% |
| Pfizer(PFE) | COM | 717081103 | $864 | 20,359 | 0.1% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $914 | 8,113 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $963 | 14,258 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $971 | 6,208 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $974 | 9,631 | 0.1% |
| Hershey Co(HSY) | COM | 427866108 | $976 | 8,500 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.0K | 5,858 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $1.0K | 5,747 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.0K | 8,395 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.0K | 586 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $1.1K | 13,208 | 0.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.2K | 7,609 | 0.1% |
| Vanguard Intl Equity Index(VWO) | FTSE EMR MKT ETF | 922042858 | $1.2K | 29,361 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.3K | 15,635 | 0.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.3K | 16,008 | 0.1% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $1.3K | 20,233 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.3K | 6,627 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.4K | 7,348 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.6K | 13,613 | 0.1% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $1.9K | 61,864 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.9K | 13,742 | 0.2% |
| Spdr SER TR(SPSM) | PORTFOLIO SM ETF | 78468R853 | $2.0K | 66,368 | 0.2% |
| Ishares TR(SMMV) | EDGE MSCI MINM | 46435G433 | $2.0K | 62,562 | 0.2% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $2.1K | 24,851 | 0.2% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $2.1K | 34,438 | 0.2% |
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $2.1K | 69,800 | 0.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $2.2K | 20,147 | 0.2% |
| Ishares TR(IUSB) | Core Total USD | 46434V613 | $2.2K | 43,493 | 0.2% |