Q1 2019 Holdings
Filed 2019-05-06 | 196 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amgen Inc(AMGN) | COM | 031162100 | $434 | 2,280 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $445 | 1,248 | 0.0% |
| Vaneck Vectors ETF TR(SMOG) | GLOBAL ALTER ETF | 92189F502 | $446 | 7,165 | 0.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $446 | 5,607 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $455 | 2,397 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $460 | 10,841 | 0.0% |
| Spdr Series Trust(SPIB) | PORTFOLIO INTRMD | 78464A375 | $467 | 13,675 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $485 | 6,082 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $487 | 10,390 | 0.0% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $510 | 1,968 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $538 | 4,848 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $539 | 4,399 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $542 | 10,086 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $545 | 8,060 | 0.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $583 | 7,197 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $596 | 5,893 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $619 | 2,629 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $656 | 8,955 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $692 | 6,653 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $701 | 8,680 | 0.0% |
| Axos Finl Inc(AX) | COM | 05465C100 | $736 | 58,608 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $736 | 627 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $743 | 5,135 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $747 | 3,023 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $747 | 12,646 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $758 | 14,113 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $791 | 4,400 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $798 | 9,599 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $838 | 5,369 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $920 | 2,413 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.1K | 8,528 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.2K | 8,482 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.4K | 1,166 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.4K | 26,959 | 0.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.5K | 27,180 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.5K | 7,311 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.7K | 22,815 | 0.1% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $1.8K | 53,420 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $1.9K | 35,964 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.0K | 10,678 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $2.2K | 13,134 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.2K | 11,835 | 0.1% |
| Vanguard Whitehall FDS Inc(VWOB) | EMERG MKT BD ETF | 921946885 | $2.5K | 31,835 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.6K | 9,292 | 0.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.7K | 16,720 | 0.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $3.3K | 21,281 | 0.1% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $3.8K | 60,110 | 0.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.4K | 57,254 | 0.2% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $4.6K | 89,855 | 0.2% |
| Ishares TR(SUSA) | MSCI USA ESG SLC | 464288802 | $4.8K | 40,810 | 0.2% |