Q4 2017 Holdings
Filed 2018-02-07 | 119 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $410 | 4,878 | 0.0% |
| Vanguard Index FDS(VNQ) | REIT ETF | 922908553 | $424 | 5,115 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $444 | 7,893 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $446 | 2,528 | 0.0% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $449 | 1,973 | 0.0% |
| Southern Co | COM | 842587907 | $454 | 9,438 | 0.0% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $476 | 3,058 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $481 | 10,485 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $481 | 3,922 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $496 | 3,529 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $497 | 475 | 0.0% |
| Rydex ETF Trust | GUG S&P500EQWTFI | 78355W858 | $511 | 11,575 | 0.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $519 | 6,543 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $531 | 6,919 | 0.0% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $532 | 5,384 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $533 | 5,044 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $540 | 7,641 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $560 | 3,650 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $582 | 16,073 | 0.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $588 | 21,061 | 0.0% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $589 | 4,267 | 0.0% |
| Nuveen Maryland QLT MUN Inc | COM | 67061Q107 | $610 | 48,524 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $618 | 3,263 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $619 | 3,930 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $622 | 7,266 | 0.0% |
| Ishares TR(PFF) | S&P US PFD STK | 464288687 | $638 | 16,753 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $642 | 549 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $686 | 6,410 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $709 | 4,623 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $741 | 13,549 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $754 | 22,121 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $775 | 6,950 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $776 | 12,160 | 0.0% |
| General Electric Co | COM | 369604103 | $790 | 45,263 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $802 | 3,714 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $842 | 5,439 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $860 | 2,677 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $863 | 6,763 | 0.0% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $870 | 5,644 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $877 | 18,989 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $892 | 7,437 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $929 | 6,766 | 0.0% |
| Cohen & Steers LTD DUR PFD I(LDP) | COM | 19248C105 | $1.1K | 40,930 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.2K | 6,103 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $1.2K | 16,351 | 0.1% |
| Dowdupont Inc | COM | 26078J100 | $1.3K | 17,888 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.3K | 15,267 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.4K | 1,303 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $1.4K | 4,885 | 0.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.4K | 9,776 | 0.1% |