Q1 2019 Holdings
Filed 2019-04-22 | 701 holdings | $13.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Business MAC(IBM) | COM | 459200101 | $508 | 3,603 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $510 | 3,931 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $522 | 8,046 | 0.0% |
| PPL Corp(PPL) | COM | 69351T106 | $522 | 16,457 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $538 | 3,715 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $548 | 13,699 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $551 | 6,046 | 0.0% |
| Royal BK CDA Montreal QUE(RY) | COM | 780087102 | $556 | 7,358 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $564 | 8,680 | 0.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $570 | 2,900 | 0.0% |
| Vanguard Intl Equity Index(VEU) | ALLWRLD EX US | 922042775 | $577 | 11,505 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $585 | 4,542 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $594 | 11,901 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $602 | 2,302 | 0.0% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $617 | 7,353 | 0.0% |
| Steel Dynamics Inc(STLD) | COM | 858119100 | $624 | 17,684 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $646 | 2,568 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $656 | 3,964 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $656 | 6,684 | 0.0% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $663 | 13,028 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $663 | 6,894 | 0.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $666 | 6,700 | 0.0% |
| Ishares US ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $666 | 13,250 | 0.0% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $679 | 7,597 | 0.0% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $699 | 6,372 | 0.0% |
| China Mobile Limited | SPONSORED ADR | 16941M109 | $713 | $13,977 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $736 | 4,865 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $741 | 4,660 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $749 | 4,896 | 0.0% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $751 | 8,392 | 0.0% |
| Chubb Limited(CB) | COM | H1467J104 | $770 | 5,500 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $799 | 16,539 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $820 | 4,755 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $853 | 10,252 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $860 | 6,983 | 0.0% |
| Intercontinental Exchange(ICE) | COM | 45866F104 | $866 | 11,374 | 0.0% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $909 | 17,208 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $930 | 4,477 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $936 | 8,547 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $941 | 8,870 | 0.0% |
| Materion Corp(MTRN) | COM | 576690101 | $948 | 16,617 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $951 | 4,958 | 0.0% |
| C H Robinson Worldwide Inc(CHRW) | COM NEW | 12541W209 | $966 | 11,105 | 0.0% |
| Spdr SER TR(BIL) | SPDR BLOOMBERG | 78468R663 | $976 | 10,659 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $979 | 5,064 | 0.0% |
| Proshares TR | ULTRASHRT S&P500 | 74347B383 | $980 | 29,427 | 0.0% |
| Cathay GEN Bancorp(CATY) | COM | 149150104 | $1.0K | 38 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.0K | 9,089 | 0.0% |
| Molson Coors Brewing Co(TAP) | CL B | 60871R209 | $1.0K | 17,108 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1K | 593 | 0.0% |