Q1 2020 Holdings
Filed 2020-05-13 | 560 holdings | $23.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global X FDS(PFFD) | US PFD ETF | 37954Y657 | $876 | 40,058 | 0.0% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $881 | 18,646 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $886 | 28,718 | 0.0% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $887 | 19,463 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $905 | 52,138 | 0.0% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $910 | 5,481 | 0.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $922 | 10,410 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $925 | 8,375 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $927 | 6,793 | 0.0% |
| Iron MTN Inc New(IRM) | COM | 46284V101 | $933 | 39,205 | 0.0% |
| General Mtrs Co(GM) | COM | 37045V100 | $951 | 45,761 | 0.0% |
| Perth Mint Physical Gold ETF | UNIT | 715426102 | $951 | 60,487 | 0.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $966 | 46,702 | 0.0% |
| Wisdomtree TR(USMF) | US MULTIFACTOR | 97717Y857 | $970 | 39,555 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $980 | 11,890 | 0.0% |
| Ishares TR(IYY) | DOW JONES US ETF | 464287846 | $997 | 7,900 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $1.0K | 6,539 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $1.0K | 10,969 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.0K | 10,881 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $1.0K | 8,174 | 0.0% |
| Enbridge Inc(ENB) | COM | 29250N105 | $1.0K | 36,028 | 0.0% |
| Vaneck Vectors ETF TR(SMH) | SEMICONDUCTOR ET | 92189F676 | $1.1K | 9,019 | 0.0% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $1.1K | 7,822 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.1K | 16,678 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $1.1K | 11,216 | 0.0% |
| Invesco Exchange Traded FD T(RPG) | S&P500 PUR GWT | 46137V266 | $1.1K | 11,114 | 0.0% |
| First TR Exchange-Traded FD(FTSM) | FIRST TR ENH NEW | 33739Q408 | $1.1K | 18,892 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.1K | 4,271 | 0.0% |
| First TR Exchange-Traded FD(FV) | DORSEY WRT 5 ETF | 33738R605 | $1.1K | 44,061 | 0.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.1K | 19,903 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.2K | 4,812 | 0.0% |
| SSgA Active ETF TR(ULST) | ULT SHT TRM BD | 78467V707 | $1.2K | 29,775 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $1.2K | 10,142 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $1.2K | 5,342 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $1.2K | 16,376 | 0.0% |
| Corelogic Inc(CLGX) | COM | 21871D103 | $1.2K | 40,065 | 0.0% |
| Cohen & Steers Quality Incom(RQI) | COM | 19247L106 | $1.2K | 137,252 | 0.0% |
| Spdr SER TR(TIPX) | BLOMBERG 1 10 YR | 78468R861 | $1.2K | 63,314 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.2K | 7,545 | 0.0% |
| Ishares TR(ICF) | COHEN STEER REIT | 464287564 | $1.3K | 13,819 | 0.0% |
| Hancock John Tax-Advantaged(HTD) | COM | 41013V100 | $1.3K | 72,133 | 0.0% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $1.3K | 52,921 | 0.0% |
| Spdr SER TR(XNTK) | NYSE TECH ETF | 78464A102 | $1.3K | 18,093 | 0.0% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $1.3K | 12,420 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.3K | 19,750 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.3K | 16,954 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.3K | 30,318 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $1.4K | 9,766 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $1.4K | 15,440 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.4K | 26,101 | 0.0% |