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YorkBridge Wealth Partners, LLC

Q1 2020 Holdings

Filed 2020-04-16 | 155 holdings | $6.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Ftse All-World EX US Index Fund(VEU)ETF922042775$3538,6090.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$35310,5980.0%
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$3606,6600.0%
Vanguard High Dividend Yield ETF(VYM)ETF921946406$3915,5270.0%
Netflix Inc COM(NFLX)Stock64110L106$3921,0450.0%
Enbridge Inc COM(ENB)Stock29250N105$39313,5250.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$3942,7850.0%
Check Point Software Tech LTD ORD(CHKP)StockM22465104$4094,0640.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$4119350.0%
Mcdonalds Corp COM(MCD)Stock580135101$4302,5990.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4314,3470.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$4435,5660.0%
Markel Corp COM(MKL)Stock570535104$4454800.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$45013,8200.0%
Ecolab Inc COM(ECL)Stock278865100$4552,9220.0%
American Express Co COM(AXP)Stock025816109$4555,3150.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$4565,1760.0%
AON PLC SHS CL A(AON)StockG0408V102$4582,7760.0%
Kimberly Clark Corp COM(KMB)Stock494368103$4783,7380.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$51211,3820.0%
PPG Inds Inc COM(PPG)Stock693506107$5166,1710.0%
Blackstone Group Inc COM CL A(BX)Stock09260D107$52811,5860.0%
Ishares Tips Bond ETF(TIP)ETF464287176$5424,6000.0%
Vanguard Real Estate ETF(VNQ)ETF922908553$5477,8260.0%
Progressive Corp Ohio COM(PGR)Stock743315103$5587,5580.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$59411,8570.0%
Citigroup Inc COM New(C)Stock172967424$62014,7260.0%
United Parcel Service Inc CL B(UPS)Stock911312106$6346,7820.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$6472,7320.0%
SAP SE Spon ADR(SAP)ADR803054204$6736,0900.0%
Linde PLC SHS(LIN)StockG5494J103$6733,8890.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$6817,3530.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$68414,3170.0%
Walmart Inc COM(WMT)Stock931142103$6856,0310.0%
Union PAC Corp COM(UNP)Stock907818108$7135,0540.0%
Honeywell Intl Inc COM(HON)Stock438516106$7155,3410.0%
BK of America Corp COM(BAC)Stock060505104$71633,7110.0%
International Business Machs COM(IBM)Stock459200101$7706,9410.0%
Wells Fargo Co New COM(WFC)Stock949746101$83128,9640.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$84815,2170.0%
Texas Instrs Inc COM(TXN)Stock882508104$8738,7350.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$8919,2570.0%
Gartner Inc COM(IT)Stock366651107$9099,1260.0%
Starbucks Corp COM(SBUX)Stock855244109$97914,8850.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$99126,1020.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.0K20,0800.0%
Msci Inc COM(MSCI)Stock55354G100$1.1K3,6350.0%
Merck & Co. Inc COM(MRK)Stock58933Y105$1.1K14,9340.0%
Intel Corp COM(INTC)Stock458140100$1.2K21,3910.0%
AT&T Inc COM(T)Stock00206R102$1.2K40,0020.0%
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