Q3 2020 Holdings
Filed 2020-11-13 | 672 holdings | $37.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.9K | 9,152 | 0.0% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $2.9K | 78,661 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $2.9K | 52,971 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.9K | 35,430 | 0.0% |
| First TR Exch Traded FD III(FPE) | PFD SECS INC ETF | 33739E108 | $3.0K | 154,173 | 0.0% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $3.0K | 46,237 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $3.0K | 13,618 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $3.1K | 30,087 | 0.0% |
| WP Carey Inc(WPC) | COM | 92936U109 | $3.2K | 48,940 | 0.0% |
| First TR Exchange Traded FD(CIBR) | NASDAQ CYB ETF | 33734X846 | $3.2K | 92,756 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $3.2K | 88,165 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.3K | 7,593 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $3.3K | 23,736 | 0.0% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $3.3K | 43,851 | 0.0% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $3.4K | 20,648 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $3.4K | 13,552 | 0.0% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $3.6K | 91,348 | 0.0% |
| First TR Exch Traded FD III(FMB) | MANAGD MUN ETF | 33739N108 | $3.6K | 64,771 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $3.6K | 27,028 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $3.7K | 17,002 | 0.0% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $3.7K | 67,229 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.8K | 18,961 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.8K | 45,902 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.8K | 88,814 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $3.9K | 10,218 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $4.0K | 140,861 | 0.0% |
| Fidelity Covington Trust(FTEC) | MSCI INFO TECH I | 316092808 | $4.2K | 45,615 | 0.0% |
| Invesco Exchange Traded FD T(RSPT) | S&P500 EQL TEC | 46137V282 | $4.3K | 20,301 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $4.4K | 54,730 | 0.0% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $4.4K | 54,780 | 0.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $4.4K | 41,549 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $4.5K | 22,628 | 0.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $4.5K | 25,338 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $4.5K | 39,310 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $4.6K | 55,709 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $4.6K | 77,578 | 0.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $4.7K | 80,381 | 0.0% |
| Vaneck Merk Gold TR(OUNZ) | GOLD TRUST | 921078101 | $4.8K | 259,491 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.8K | 28,103 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.8K | 8,942 | 0.0% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $4.9K | 122,140 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $4.9K | 20,532 | 0.0% |
| Ishares TR(IYW) | U.S. TECH ETF | 464287721 | $5.0K | 16,549 | 0.0% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $5.2K | 102,686 | 0.0% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $5.2K | 46,466 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $5.3K | 93,943 | 0.0% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $5.3K | 130,144 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $5.4K | 56,139 | 0.0% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $5.4K | 138,036 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.4K | 3,705 | 0.0% |