Q2 2018 Holdings
Filed 2018-08-01 | 115 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $466 | 2,397 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $494 | 8,144 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $497 | 3,980 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $505 | 10,236 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $520 | 3,473 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $520 | 3,830 | 0.0% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $523 | 8,270 | 0.0% |
| Amazon COM IncCall | CALL | 023135906 | $530 | 8 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $531 | 476 | 0.0% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $547 | 3,186 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $550 | 15,165 | 0.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $564 | 6,796 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $567 | 6,799 | 0.0% |
| Nuveen Maryland QLT MUN Inc | COM | 67061Q107 | $590 | 48,601 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $609 | 4,225 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $642 | 3,289 | 0.0% |
| General Electric Co | COM | 369604103 | $644 | 47,311 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $654 | 4,682 | 0.0% |
| Rydex ETF Trust | GUG S&P500EQWTFI | 78355W858 | $662 | 15,634 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $685 | 9,042 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $691 | 6,632 | 0.0% |
| Ishares TR(PFF) | S&P US PFD STK | 464288687 | $702 | 18,615 | 0.0% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $722 | 4,912 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $730 | 6,612 | 0.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $744 | 28,756 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $757 | 2,562 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $814 | 7,473 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $840 | 16,209 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $846 | 6,764 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $865 | 3,846 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $870 | 5,518 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $895 | 13,765 | 0.0% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $902 | 5,665 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $930 | 16,376 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $946 | 19,040 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $953 | 6,785 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.0K | 608 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $1.1K | 17,173 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.2K | 6,301 | 0.0% |
| Cohen & Steers LTD DUR PFD I(LDP) | COM | 19248C105 | $1.2K | 48,277 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.3K | 15,335 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.3K | 17,195 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.5K | 1,292 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.5K | 30,150 | 0.1% |
| A T & T Inc(T) | COM | 00206R102 | $1.5K | 47,667 | 0.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 9,971 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.6K | 15,593 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.6K | 10,186 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $1.6K | 4,886 | 0.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.7K | 52,164 | 0.1% |