Q1 2020 Holdings
Filed 2020-05-05 | 706 holdings | $3.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clorox Co del(CLX) | COM | 189054109 | $221 | 1,275 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $222 | 4,591 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $228 | 3,152 | 0.0% |
| YUM Brands Inc(YUM) | COM | 988498101 | $231 | 3,378 | 0.0% |
| General Electric Co | COM | 369604103 | $239 | 30,103 | 0.0% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $243 | 3,396 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $244 | 1,512 | 0.0% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $247 | 4,289 | 0.0% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $259 | 5,110 | 0.0% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $262 | 1,827 | 0.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $264 | 3,525 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $266 | 5,306 | 0.0% |
| BlackRock MD Municipal Bond | COM | 09249L105 | $266 | 18,740 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $268 | 1,807 | 0.0% |
| Invesco Exchange Traded FD T(PGF) | FINL PFD ETF | 46137V621 | $273 | 16,176 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $274 | 4,919 | 0.0% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $277 | 5,996 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $279 | 1,856 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $284 | 1,177 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $289 | 1,200 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $292 | 3,632 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $305 | 4,365 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $315 | 3,989 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $317 | 1,759 | 0.0% |
| Invesco Exchange Traded FD T(RSPF) | S&P500 EQL FIN | 46137V340 | $330 | 10,505 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $335 | 4,586 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $347 | 10,346 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $351 | 4,258 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $355 | 1,372 | 0.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $355 | 6,320 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $361 | 4,469 | 0.0% |
| Sandy Spring Bancorp Inc(SD2) | COM | 800363103 | $374 | 16,535 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $376 | 1,586 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $379 | 2,422 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $382 | 3,443 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $394 | 4,373 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $412 | 2,967 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $418 | 2,505 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $418 | 9,445 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $421 | 3,551 | 0.0% |
| Sprott Physical Gold & Silve(CEF/U) | TR UNIT | 85208R101 | $427 | 29,198 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $438 | 13,407 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $439 | 3,787 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $444 | 2,376 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $452 | 3,375 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $506 | 9,348 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $519 | 13,658 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $534 | 459 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $540 | 6,649 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $602 | 7,829 | 0.0% |