Q4 2019 Holdings
Filed 2020-01-24 | 131 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fiat Chrysler Automobiles N | SHS | N31738102 | $162 | 11,000 | 0.0% |
| Zurich Ins Group Ord F(ZURN) | Common | H9870Y105 | $201 | 494 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $211 | 1,810 | 0.0% |
| Swiss Re Ltd Ordf(SREN) | Common | H8431B109 | $214 | 1,911 | 0.0% |
| Abb Limited Zueric Ordf(ABBN) | Common | H0010V101 | $214 | 8,969 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $220 | 4,365 | 0.0% |
| Royal Dutch Shell PLC(RDS/A) | SPONS ADR A | 780259206 | $221 | 3,750 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $222 | 1,340 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $225 | 1,275 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $238 | 1,709 | 0.0% |
| Vaneck Vectors ETF TR(SMB) | AMT FREE SHORT M | 92189F528 | $240 | 13,500 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $251 | 854 | 0.0% |
| Spdr Series Trust(HYMB) | NUV HGHYLD MUN | 78464A284 | $266 | 4,500 | 0.0% |
| Vanguard Whitehall FDS Inc(VWOB) | EMERG MKT BD ETF | 921946885 | $267 | 3,275 | 0.0% |
| Ishares US ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $269 | 5,360 | 0.0% |
| Vanguard Intl Equity Index F(VNQI) | GLB EX US ETF | 922042676 | $278 | 4,700 | 0.0% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $279 | 5,210 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $281 | 1,588 | 0.0% |
| Ishares Inc(EWG) | MSCI GERMANY ETF | 464286806 | $283 | 9,625 | 0.0% |
| Nestle S A F Sponsored Adr(NSRGY) | Common | 641069406 | $287 | 2,650 | 0.0% |
| Ishares TR(ICLN) | GL CLEAN ENE ETF | 464288224 | $289 | 24,560 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $292 | 749 | 0.0% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $305 | 5,700 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $307 | 2,705 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $311 | 5,784 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $324 | 5,280 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $337 | 1,698 | 0.0% |
| Ishares TR(DSI) | MSCI KLD400 SOC | 464288570 | $337 | 2,808 | 0.0% |
| Ishares TR(IEV) | EUROPE ETF | 464287861 | $339 | 7,227 | 0.0% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $340 | 8,000 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $342 | 2,499 | 0.0% |
| Pimco ETF TR(BOND) | ACTIVE BD ETF | 72201R775 | $343 | 3,185 | 0.0% |
| Spdr Series Trust | BLOOMBERG BRCLYS | 78464A417 | $346 | 3,163 | 0.0% |
| WPP PLC New(WPP) | ADR | 92937A102 | $348 | 4,950 | 0.0% |
| Flexshares TR(GUNR) | MORNSTAR UPSTR | 33939L407 | $354 | 10,560 | 0.0% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $355 | 4,110 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $362 | 1,500 | 0.0% |
| Wisdomtree TR(DXJ) | JAPN HEDGE EQT | 97717W851 | $366 | 6,800 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $383 | 1,641 | 0.0% |
| Annaly Cap Mgmt Inc(NLYEUR) | COM | 035710409 | $384 | 40,810 | 0.0% |
| Spdr Index SHS FDS(GNR) | GLB NAT RESRCE | 78463X541 | $417 | 9,035 | 0.0% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $418 | 12,062 | 0.0% |
| Etfs Gold TR | SHS | 26922Y105 | $418 | 28,600 | 0.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $424 | 7,493 | 0.0% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $425 | 3,167 | 0.0% |
| Ishares TR(ESGD) | MSCI EAFE ESG OP | 46435G516 | $438 | 6,365 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $443 | 7,403 | 0.0% |
| Ishares TR(ICSH) | ULTR SH TRM BD | 46434V878 | $467 | 9,281 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $473 | 14,054 | 0.0% |
| Vanguard Intl Equity Index F(VPL) | FTSE PACIFIC ETF | 922042866 | $476 | 6,841 | 0.0% |