Q1 2017 Holdings
Filed 2017-05-05 | 119 holdings | $758.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(SHY) | 1-3 YR TR BD ETF | 464287457 | $58 | 688 | 0.0% |
| Mobileiron Inc(MOBL) | COM NEW | 60739U204 | $65 | 15,000 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $207 | 1,990 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $210 | 1,978 | 0.0% |
| Vanguard Scottsdale FDS(VGSH) | SHRT GVT BD ETF | 92206C102 | $212 | 3,485 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $213 | 2,394 | 0.0% |
| Lowes COS Inc COM(LOW) | COM | 548661107 | $232 | 2,820 | 0.0% |
| Home Depot Inc COM(HD) | COM | 437076102 | $236 | 1,607 | 0.0% |
| Bank Amer Corp COM(BAC) | COM | 060505104 | $239 | 10,149 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $243 | 3,017 | 0.0% |
| Wells Fargo & Co New COM(WFC) | COM | 949746101 | $247 | 4,438 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $248 | 2,204 | 0.0% |
| Ishares TR(IEI) | 3-7 YR TR BD ETF | 464288661 | $250 | 2,032 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $260 | 3,321 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $261 | 6,942 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $269 | 5,220 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $275 | 4,927 | 0.0% |
| Amgen Inc COM(AMGN) | COM | 031162100 | $278 | 1,693 | 0.0% |
| Mcdonalds Corp COM(MCD) | COM | 580135101 | $283 | 2,176 | 0.0% |
| Powershares Global ETF FD | S&P 500 BUYWRT | 73936G308 | $304 | 13,800 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $307 | 8,971 | 0.0% |
| Celgene Corp COM(CELG) | COM | 151020104 | $316 | 2,541 | 0.0% |
| 3M Co COM(MMM) | COM | 88579Y101 | $323 | 1,691 | 0.0% |
| Coca Cola Co COM(KO) | COM | 191216100 | $367 | 8,649 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $373 | 2,139 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $397 | 3,501 | 0.1% |
| JPMorgan Chase & Co COM(JPM) | COM | 46625H100 | $402 | 4,581 | 0.1% |
| Merck & Co Inc COM(MRK) | COM | 58933Y105 | $414 | 6,514 | 0.1% |
| Intel Corp COM(INTC) | COM | 458140100 | $422 | 11,706 | 0.1% |
| Oracle Corp(ORCL) | COM | 68389X105 | $427 | 9,590 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $431 | 3,860 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $444 | 7,887 | 0.1% |
| Alphabet Inc Cap STK CL C(GOOG) | CAP STK CL C | 02079K107 | $454 | 547 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $456 | 9,360 | 0.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $463 | 5,804 | 0.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $469 | 4,440 | 0.1% |
| AT&T Inc COM(T) | COM | 00206R102 | $469 | 11,282 | 0.1% |
| General Electric Co COM | COM | 369604103 | $499 | 16,747 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $523 | 3,186 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $558 | 6,206 | 0.1% |
| Alphabet Inc Cap STK CL A(GOOGL) | CAP STK CL A | 02079K305 | $602 | 710 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $621 | 3,721 | 0.1% |
| Exxon Mobil Corp(XOM) | CORP COM | 30231G102 | $730 | 8,901 | 0.1% |
| Chevron Corp New COM(CVX) | COM | 166764100 | $781 | 7,268 | 0.1% |
| Johnson & Johnson COM(JNJ) | COM | 478160104 | $928 | 7,446 | 0.1% |
| Vaneck Vectors ETF TR(SMOG) | GLOBAL ALTER ETF | 92189F502 | $1.0K | 18,783 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.1K | 18,239 | 0.1% |
| Apple Inc COM(AAPL) | COM | 037833100 | $1.6K | 11,147 | 0.2% |
| Ishares TR(IVV) | CORE S&P ETF | 464287200 | $1.7K | 6,975 | 0.2% |
| Facebook Inc CL A(META) | CL A | 30303M102 | $1.8K | 12,548 | 0.2% |