Q1 2019 Holdings
Filed 2019-05-07 | 68 holdings | $496.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $370.0K | 2,341 | 74.5% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $10.9K | 87,474 | 2.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $9.9K | 162,900 | 2.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $7.7K | 76,263 | 1.6% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $6.9K | 132,783 | 1.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.8K | 46,991 | 1.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.5K | 22,894 | 1.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $6.2K | 96,747 | 1.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $5.7K | 70,749 | 1.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $4.4K | 87,092 | 0.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.7K | 87,856 | 0.8% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $3.3K | 31,339 | 0.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.0K | 25,563 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $2.7K | 14,233 | 0.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.6K | 13,572 | 0.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.3K | 1,980 | 0.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.9K | 1,094 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.9K | 24,005 | 0.4% |
| Spdr SER TR(FLRN) | BLOMBERG BRC INV | 78468R200 | $1.7K | 55,460 | 0.3% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.4K | 7,158 | 0.3% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.3K | 30,903 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.3K | 6,436 | 0.3% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $1.3K | 25,843 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.3K | 9,224 | 0.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.3K | 12,539 | 0.3% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.2K | 16,603 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.2K | 9,999 | 0.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.2K | 11,023 | 0.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $1.2K | 44,039 | 0.2% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $1.1K | 23,337 | 0.2% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $1.1K | 9,456 | 0.2% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.1K | 10,491 | 0.2% |
| Citigroup Inc(C) | COM NEW | 172967424 | $1.1K | 16,999 | 0.2% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $1.0K | 11,456 | 0.2% |
| Walmart Inc(WMT) | COM | 931142103 | $1.0K | 10,510 | 0.2% |
| JP Morgan Exchange Traded FD(JPST) | ULTRA SHRT INC | 46641Q837 | $1.0K | 20,243 | 0.2% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $1.0K | 8,491 | 0.2% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $980 | 11,994 | 0.2% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $960 | 7,447 | 0.2% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $923 | 11,099 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $893 | 11,047 | 0.2% |
| Ishares US ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $860 | 17,111 | 0.2% |
| Comerica Inc(CMA) | COM | 200340107 | $849 | 11,581 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $834 | 15,527 | 0.2% |
| Royal Dutch Shell PLC(RDS/A) | SPONS ADR A | 780259206 | $763 | 12,187 | 0.2% |
| Goldman Sachs ETF TR(GBIL) | ACCES TREASURY | 381430529 | $762 | 7,596 | 0.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $720 | 9,029 | 0.1% |
| Total S A(TTEN) | SPONSORED ADS | 89151E109 | $703 | 12,629 | 0.1% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $652 | 5,566 | 0.1% |
| CVS Health Corp(CVS) | COM | 126650100 | $632 | 11,714 | 0.1% |