Q1 2019 Holdings
Filed 2019-05-15 | 330 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Inc(MA) | Common Stock | 57636Q104 | $830 | 3,525 | 0.0% |
| Nuveen PFD | MF Closed and MF Open | 67075T105 | $835 | 36,629 | 0.0% |
| Ishares Morningstar(IMCB) | MF Closed and MF Open | 464288208 | $860 | 4,574 | 0.0% |
| Vanguard Small(VBR) | MF Closed and MF Open | 922908611 | $874 | 6,790 | 0.0% |
| Vanguard Russell(VONG) | MF Closed and MF Open | 92206C680 | $877 | 5,642 | 0.0% |
| Altria Group(MO) | Common Stock | 02209S103 | $894 | 15,563 | 0.0% |
| Vanguard Intermediate(BIV) | MF Closed and MF Open | 921937819 | $924 | 11,005 | 0.0% |
| Merck & Company(MRK) | Common Stock | 58933Y105 | $932 | 11,212 | 0.0% |
| Ishares U S(GOVT) | MF Closed and MF Open | 46429B267 | $936 | 37,078 | 0.0% |
| Ishares Edge(EFAV) | MF Closed and MF Open | 46429B689 | $958 | 13,302 | 0.0% |
| First Trust(FEX) | MF Closed and MF Open | 33734K109 | $972 | 16,333 | 0.0% |
| Schwab Short(SCHO) | MF Closed and MF Open | 808524862 | $975 | 19,427 | 0.0% |
| Procter & Gamble(PG) | Common Stock | 742718109 | $993 | 9,539 | 0.0% |
| Nuveen High | MF Closed and MF Open | 67077N106 | $1.0K | 103,953 | 0.0% |
| Wisdomtree Japan(DXJ) | MF Closed and MF Open | 97717W851 | $1.0K | 20,258 | 0.0% |
| Eaton Vance | MF Closed and MF Open | 27829W101 | $1.0K | 105,471 | 0.0% |
| Intel Corp(INTC) | Common Stock | 458140100 | $1.0K | 19,132 | 0.0% |
| Vanguard Real(VNQ) | MF Closed and MF Open | 922908553 | $1.0K | 11,874 | 0.0% |
| Ishares Russell(IWF) | MF Closed and MF Open | 464287614 | $1.0K | 6,839 | 0.0% |
| Boeing Co(BA) | Common Stock | 097023105 | $1.0K | 2,715 | 0.0% |
| Flexshares Morningstar(TLTD) | MF Closed and MF Open | 33939L803 | $1.0K | 17,201 | 0.0% |
| Walt Disney(DIS) | Common Stock | 254687106 | $1.0K | 9,413 | 0.0% |
| Dominion Energy(D) | Common Stock | 25746U109 | $1.1K | 13,835 | 0.0% |
| Vanguard Total(BNDX) | MF Closed and MF Open | 92203J407 | $1.1K | 19,483 | 0.0% |
| Pepsico Inc(PEP) | Common Stock | 713448108 | $1.1K | 8,925 | 0.0% |
| JPMorgan Chase(JPM) | Common Stock | 46625H100 | $1.1K | 10,814 | 0.0% |
| Ishares S&P(IVW) | MF Closed and MF Open | 464287309 | $1.1K | 6,469 | 0.0% |
| Facebook Inc(META) | Common Stock | 30303M102 | $1.1K | 6,841 | 0.0% |
| First Trust(FTC) | MF Closed and MF Open | 33735K108 | $1.1K | 17,099 | 0.0% |
| Ishares Core(IUSB) | MF Closed and MF Open | 46434V613 | $1.1K | 22,664 | 0.0% |
| Ishares S&P(IVE) | MF Closed and MF Open | 464287408 | $1.2K | 10,320 | 0.0% |
| Vanguard Dividend(VIG) | MF Closed and MF Open | 921908844 | $1.2K | 10,936 | 0.0% |
| Chevron Corp(CVX) | Common Stock | 166764100 | $1.3K | 10,485 | 0.0% |
| Victoryshares US | MF Closed and MF Open | 92647N774 | $1.3K | 33,979 | 0.0% |
| Vanguard Fste(VWO) | MF Closed and MF Open | 922042858 | $1.3K | 31,617 | 0.0% |
| Alphabet Inc(GOOGL) | Common Stock | 02079K305 | $1.4K | 1,163 | 0.0% |
| Vanguard Total(VT) | MF Closed and MF Open | 922042742 | $1.4K | 18,892 | 0.0% |
| Flexshares Morningstar(TILT) | MF Closed and MF Open | 33939L100 | $1.4K | 12,534 | 0.0% |
| Invesco Bulletshares | MF Closed and MF Open | 46138J304 | $1.4K | 67,789 | 0.0% |
| First Trust(FVD) | MF Closed and MF Open | 33734H106 | $1.5K | 44,974 | 0.0% |
| Exxon Mobil(XOM) | Common Stock | 30231G102 | $1.5K | 18,402 | 0.0% |
| Johnson & Johnson(JNJ) | Common Stock | 478160104 | $1.5K | 10,728 | 0.0% |
| Victoryshares Developed | MF Closed and MF Open | 92647N816 | $1.5K | 47,550 | 0.0% |
| Ishares U S(NEAR) | MF Closed and MF Open | 46431W507 | $1.5K | 30,455 | 0.0% |
| Ishares Select(DVY) | MF Closed and MF Open | 464287168 | $1.6K | 16,281 | 0.0% |
| AT&T Inc(T) | Common Stock | 00206R102 | $1.6K | 51,923 | 0.0% |
| Vanguard Short(BSV) | MF Closed and MF Open | 921937827 | $1.7K | 20,832 | 0.0% |
| Ishares JPMorgan(EMB) | MF Closed and MF Open | 464288281 | $1.7K | 15,166 | 0.0% |
| Berkshire Hathaway(BRK/B) | Common Stock | 084670702 | $1.8K | 8,750 | 0.0% |
| Invesco Bulletshares(BSJL) | MF Closed and MF Open | 46138J809 | $1.8K | 73,435 | 0.0% |