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 |
|---|---|---|---|---|---|
| Aqua America Inc | COM | 03836W103 | $1.1K | 29,987 | 0.0% |
| Nutrien LTD(NTR) | COM | 67077M108 | $1.1K | 21,472 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $1.1K | 14,220 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.2K | 5,736 | 0.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.2K | 14,748 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.2K | 22,405 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.3K | 9,010 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $1.3K | 2,930 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $1.3K | 14,803 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.3K | 5,413 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.4K | 13,577 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.5K | $5,162 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.5K | 9,842 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.6K | 19,248 | 0.0% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $1.6K | 12,592 | 0.0% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $1.7K | 388,959 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.7K | 1,441 | 0.0% |
| Factset Resh SYS Inc(FDS) | COM | 303075105 | $1.7K | 6,943 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.8K | 37,703 | 0.0% |
| Badger Meter Inc(BMI) | COM | 056525108 | $2.0K | 36,159 | 0.0% |
| Cognizant Technology Solut(CTSH) | CL A | 192446102 | $2.2K | 29,825 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $2.3K | 69,807 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.4K | 21,533 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $3.0K | 15,603 | 0.0% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $3.0K | 84,178 | 0.0% |
| Spdr Series Trust(KRE) | S&P REGL BKG | 78464A698 | $3.1K | 59,924 | 0.0% |
| Taiwan Semiconductor MFG L(TSM) | SPONSORED ADS | 874039100 | $3.2K | 78,627 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $3.2K | 37,222 | 0.0% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $3.5K | 318,175 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.6K | 66,921 | 0.0% |
| Nucor Corp(NUE) | COM | 670346105 | $3.8K | 65,466 | 0.0% |
| Arrowhead Pharmaceuticals(ARWR) | COM | 04280A100 | $4.0K | 218 | 0.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $4.0K | 49,660 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $4.1K | 21,504 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $4.1K | 69,747 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $4.2K | 60,705 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $4.2K | 52,137 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $4.2K | 26,441 | 0.0% |
| Thermo Fisher Scientific I(TMO) | COM | 883556102 | $4.3K | 15,677 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $4.4K | 55,427 | 0.0% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $4.4K | 30,417 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $4.8K | 113,124 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.8K | 64,831 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $4.8K | 39,361 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $4.8K | 90,022 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $5.0K | 50,809 | 0.0% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $5.0K | 30,454 | 0.0% |
| Public Storage(PSA) | COM | 74460D109 | $5.1K | 23,349 | 0.0% |
| Invesco Exchange Traded FD(PWV) | DYNMC LRG VALU | 46137V738 | $5.2K | 148,136 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $5.4K | 52,109 | 0.0% |