Q4 2018 Holdings
Filed 2019-02-14 | 88 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.6M | 17,257 | 73.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $509.0K | 11,750 | 23.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.3K | 16,350 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.7K | 15,960 | 0.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $2.5K | 18,378 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.3K | 30,131 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $2.3K | 30,734 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $2.2K | 6,947 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $2.2K | 23,656 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.1K | 13,394 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.1K | 8,284 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.9K | 14,826 | 0.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $1.6K | 20,844 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.6K | 14,162 | 0.1% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $1.5K | 12,667 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $1.4K | 8,170 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.3K | 1,239 | 0.1% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $1.2K | 8,344 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.2K | 11,903 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $1.2K | 18,765 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $1.2K | 24,769 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $1.1K | 13,206 | 0.1% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $1.1K | 7,575 | 0.1% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $1.1K | 2,802 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.1K | 6,320 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $1.1K | 26,308 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.1K | 9,704 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $1.1K | 4,775 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.1K | 10,789 | 0.0% |
| Vanguard World FDS(VCR) | CONSUM DIS ETF | 92204A108 | $1.1K | 6,981 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.0K | 5,490 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.0K | 9,557 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.0K | 5,230 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $928 | 18,782 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $905 | 9,271 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $888 | 6,875 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $884 | 6,698 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $875 | 8,217 | 0.0% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $863 | 14,535 | 0.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $852 | 13,425 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $851 | 17,978 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $845 | 7,935 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $837 | 9,198 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $822 | 11,970 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $799 | 4,790 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $781 | 10,800 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $776 | 17,778 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $735 | 5,605 | 0.0% |
| American Elec PWR Inc(AEP) | COM | 025537101 | $718 | 9,611 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $701 | 10,285 | 0.0% |