Q1 2020 Holdings
Filed 2020-04-16 | 94 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Salesforce COM Inc(CRM) | COM | 79466L302 | $203 | 1,408 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $206 | 2,132 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $207 | 2,324 | 0.0% |
| Voyager Therapeutics Inc(VYGR) | COM | 92915B106 | $212 | 23,150 | 0.0% |
| JPMorgan Chase &co(JPM) | COM | 46625H100 | $225 | 2,501 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $229 | 7,425 | 0.0% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $232 | 2,386 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $245 | 4,888 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $246 | 1,743 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $247 | 7,166 | 0.0% |
| Deere &co(DE) | COM | 244199105 | $262 | 1,900 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $280 | 9,620 | 0.0% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $281 | 1,980 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $282 | 5,209 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $284 | 7,491 | 0.0% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $290 | 4,679 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $296 | 1,840 | 0.0% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $298 | 2,342 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $320 | 4,057 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $322 | 3,341 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $336 | 2,460 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $342 | 4,891 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $346 | 4,888 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $352 | 1,412 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $377 | 2,263 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $387 | 7,998 | 0.0% |
| General Dynamics Corp(GD) | COM | 369550108 | $392 | 2,961 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $397 | 4,400 | 0.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $402 | 8,653 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $409 | 3,543 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $420 | 5,822 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $425 | 6,754 | 0.0% |
| Ishares TR(WOOD) | GL TIMB FORE ETF | 464288174 | $440 | 9,134 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $442 | 4,400 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $459 | 9,627 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $487 | 8,206 | 0.0% |
| Eversource Energy(ES) | COM | 30040W108 | $490 | 6,261 | 0.0% |
| Vanguard World FDS(VDC) | CONSUM STP ETF | 92204A207 | $494 | 3,582 | 0.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $497 | 2,875 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $501 | 2,740 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $511 | 15,647 | 0.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $514 | 15,406 | 0.0% |
| Invesco Exch TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | $537 | 25,911 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $550 | 473 | 0.0% |
| Evergy Inc(EVRG) | COM | 30034W106 | $560 | 10,178 | 0.0% |
| Mccormick &co Inc(MKC) | COM NON VTG | 579780206 | $570 | 4,039 | 0.0% |
| Scotts Miracle GRO Co(SMG) | CL A | 810186106 | $581 | 5,674 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $600 | 11,868 | 0.0% |
| Invesco Exch TRD SLF IDX FD(2671931D) | BULSHS 2021 CB | 46138J700 | $639 | 30,449 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $645 | 13,497 | 0.0% |