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Fulcrum Capital LLC

Q1 2018 Holdings

Filed 2018-05-09 | 68 holdings | $7.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Disney Walt Co(DIS)COM DISNEY254687106$6.4K64,0670.1%
CME Group Inc(CME)COM CL A12572Q105$6.5K40,0120.1%
Goldman Sachs Group Inc(GS)COM38141G104$6.5K25,8180.1%
Spdr Series Trust(XBI)S&P BIOTECH78464A870$6.5K74,6420.1%
Ishares TR(IWR)RUS MID CAP ETF464287499$6.7K32,4300.1%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$7.1K6,8580.1%
Ishares TR(IJH)CORE S&P MCP ETF464287507$7.3K38,9620.1%
Apple Inc(AAPL)COM037833100$7.8K46,6630.1%
BlackRock Inc(BLKCHF)COM09247X101$8.6K15,8990.1%
Unitedhealth Group Inc(UNH)COM91324P102$9.2K43,1210.1%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$9.4K195,2330.1%
Microsoft Corp(MSFT)COM594918104$12.2K133,5420.2%
Ishares TR(IVV)CORE S&P500 ETF464287200$13.0K48,8000.2%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$29.1K441,8030.4%
Paccar Inc(PCAR)COM693718108$48.1K727,2020.6%
Cisco SYS Inc(CSCO)COM17275R102$309.0K7,1953.9%
Costco Whsl Corp New(COST)COM22160K105$320.0K1,7004.1%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$6.9M37,69288.2%
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