Q1 2019 Holdings
Filed 2019-05-15 | 71 holdings | $547.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wisdomtree TR(AGGY) | COM | 97717X511 | $201 | 4,050 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $201 | 1,043 | 0.0% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $210 | 5,572 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $210 | 35,300 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $211 | 2,623 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $219 | 1,558 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $231 | 1,484 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $260 | 221 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $269 | 8,588 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $271 | 1,309 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $272 | 4,614 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $276 | 6,513 | 0.1% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $304 | 10,564 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $307 | 11,132 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $320 | 2,598 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $327 | 1,629 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $327 | 1,705 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $345 | 6,885 | 0.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $455 | 8,314 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $469 | 1,231 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $500 | 7,299 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $567 | 6,822 | 0.1% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $603 | 12,020 | 0.1% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $627 | 7,461 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $765 | 6,491 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $768 | 5,495 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $1.0K | 6,121 | 0.2% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $1.0K | 12,937 | 0.2% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.0K | 19,930 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.1K | 7,511 | 0.2% |
| Spdr SER TR(SPSM) | PORTFOLIO SM ETF | 78468R853 | $1.3K | 43,364 | 0.2% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $1.4K | 38,197 | 0.3% |
| Spdr Series Trust(SPTM) | PORTFOLIO TL STK | 78464A805 | $1.5K | 42,088 | 0.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.5K | 500 | 0.3% |
| Spdr Series Trust(SPMD) | PORTFOLIO MD ETF | 78464A847 | $1.6K | 49,082 | 0.3% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $1.7K | 47,519 | 0.3% |
| Ishares TR(IBB) | NASDAQ BIOTECH | 464287556 | $1.9K | 16,617 | 0.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.5K | 24,351 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $2.9K | 15,360 | 0.5% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.5K | 119,899 | 0.6% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $3.9K | 84,493 | 0.7% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $5.0K | 41,948 | 0.9% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $5.2K | 150,934 | 0.9% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $5.5K | 78,467 | 1.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $5.7K | 73,913 | 1.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $6.1K | 90,322 | 1.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $6.3K | 97,682 | 1.1% |
| Spdr Series Trust(SPYM) | PORTFOLIO LR ETF | 78464A854 | $6.6K | 197,328 | 1.2% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $6.6K | 255,192 | 1.2% |
| Spdr SER TR(TFI) | NUVEEN BRC MUNIC | 78468R721 | $6.7K | 135,302 | 1.2% |