Q3 2020 Holdings
Filed 2020-10-30 | 311 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $40 | 692 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $41 | 250 | 0.0% |
| Spdr Index SHS FDS(DWX) | S&P INTL ETF | 78463X772 | $43 | 1,269 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $43 | 200 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $44 | 236 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $44 | 200 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $44 | 1,239 | 0.0% |
| Progressive Corp(PGR) | COM | 743315103 | $46 | 482 | 0.0% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $46 | 1,162 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $47 | 100 | 0.0% |
| Centerpoint Energy Inc(CNP) | COM | 15189T107 | $48 | 2,500 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $48 | 350 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $49 | 200 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $49 | 1,348 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $50 | 500 | 0.0% |
| General Mtrs Co(GM) | COM | 37045V100 | $51 | 1,715 | 0.0% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $54 | 1,970 | 0.0% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $54 | 614 | 0.0% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $54 | 872 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $57 | 796 | 0.0% |
| Williams COS Inc(WMB) | COM | 969457100 | $57 | 2,900 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $57 | 2,989 | 0.0% |
| Ishares TR(ESML) | ESG AWARE MSCI | 46435U663 | $58 | 2,184 | 0.0% |
| Draftkings Inc(DKNG1USD) | COM CL A | 26142R104 | $59 | 1,000 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $61 | 792 | 0.0% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $67 | 645 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $67 | 1,192 | 0.0% |
| Ishares TR(CRBN) | MSCI LW CRB TG | 46434V464 | $67 | 514 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $68 | 300 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $71 | 100 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $72 | 566 | 0.0% |
| Ishares TR(IGLB) | 10+ YR INVST GRD | 464289511 | $73 | 1,041 | 0.0% |
| Ford MTR Co del(F) | COM | 345370860 | $75 | 11,264 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $76 | 334 | 0.0% |
| Toro Co(TTC) | COM | 891092108 | $78 | 927 | 0.0% |
| PNC Finl Svcs Group Inc(PNC) | COM | 693475105 | $80 | 726 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $81 | 1,082 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $82 | 80 | 0.0% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $84 | 2,738 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $86 | 575 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $87 | 1,519 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $88 | 3,636 | 0.0% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $89 | 664 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $92 | 522 | 0.0% |
| Spdr Index SHS FDS(GWX) | S&P INTL SMLCP | 78463X871 | $96 | 3,148 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $96 | 1,000 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $96 | 585 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $108 | 770 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $109 | 416 | 0.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $110 | 3,637 | 0.0% |