Q2 2018 Holdings
Filed 2018-08-10 | 120 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $609 | 5,848 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $613 | 3,154 | 0.0% |
| National Retail Pptys Inc(NNN) | COM | 637417106 | $657 | 14,940 | 0.0% |
| Avangrid Inc(AGREUR) | COM | 05351W103 | $657 | 12,410 | 0.0% |
| Liberty Ppty TR | SH BEN INT | 531172104 | $658 | 14,850 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $671 | 4,310 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $691 | 3,515 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $697 | 21,698 | 0.0% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $726 | 8,536 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $735 | 14,614 | 0.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $755 | 11,921 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $767 | 2,827 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $863 | 3,457 | 0.1% |
| Vaneck Vectors ETF TR | HIGH YLD MUN ETF | 92189F361 | $913 | 29,026 | 0.1% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $996 | 8,376 | 0.1% |
| Vanguard World FD(MGV) | MEGA CAP VAL ETF | 921910840 | $1.1K | 14,522 | 0.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $1.5K | 35,409 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $345.0K | 1,650 | 24.7% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $410.0K | 3,800 | 29.3% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $593.0K | 2,434 | 42.4% |