Q1 2020 Holdings
Filed 2020-05-11 | 178 holdings | $6.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.2K | 21,864 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $1.2K | 9,234 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $1.2K | 10,275 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.4K | 18,843 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $1.4K | 9,537 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.4K | 8,486 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $1.4K | 18,082 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.4K | 12,463 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.5K | 3,400 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $1.6K | 28,711 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.7K | 20,340 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $1.7K | 9,778 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $1.8K | 21,603 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $1.8K | 23,940 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $1.8K | 34,100 | 0.0% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $1.9K | 13,167 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.9K | 37,572 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $2.0K | 37,112 | 0.0% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $2.0K | 36,723 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $2.1K | 24,613 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $2.1K | 72,424 | 0.0% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $2.3K | 70,158 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.3K | 61,538 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $2.4K | 9,886 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $2.4K | 40,373 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $2.5K | 3,987 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.5K | 44,939 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.6K | 10,067 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $2.6K | 54,637 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $2.7K | 126,820 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $3.0K | 13,202 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $4.0K | 42,537 | 0.1% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $4.0K | 95,760 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $4.3K | 148,584 | 0.1% |
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $4.3K | 110,542 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.3K | 3,719 | 0.1% |
| Dominion Energy Inc(D) | COM | 25746U109 | $4.5K | 62,080 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $4.6K | 51,232 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $4.6K | 3,434 | 0.1% |
| AON PLC(AON) | SHS CL A | G0408V102 | $4.7K | 28,547 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $4.9K | 44,686 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $5.3K | 28,445 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $5.4K | 22,455 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $5.6K | 84,669 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $5.7K | 42,013 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $6.0K | 81,142 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $6.0K | 29,525 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $6.1K | 137,803 | 0.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $6.3K | 28,844 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $6.6K | 40,855 | 0.1% |