Q1 2020 Holdings
Filed 2020-05-12 | 478 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lilly ELI & Co(LLY) | COM | 532457108 | $242 | 1,745 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $257 | 6,653 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $268 | 3,698 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $275 | 9,857 | 0.0% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $279 | 1,680 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $280 | 5,179 | 0.0% |
| Ishares TR(ILCG) | MRNGSTR LG-CP GR | 464287119 | $283 | 1,525 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $283 | 5,272 | 0.0% |
| Invesco Exch TRD SLF IDX FD | BULSHS 2023 CB | 46138J866 | $294 | 14,163 | 0.0% |
| Olympic Steel Inc(ZEUS) | COM | 68162K106 | $296 | 28,576 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $296 | 2,245 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCK) | BULSHS 2020 CB | 46138J502 | $303 | 14,408 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $305 | 10,460 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $312 | 2,211 | 0.0% |
| Friedman Inds Inc(FRD) | COM | 358435105 | $325 | 73,751 | 0.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $329 | 7,430 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $333 | 15,706 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $346 | 2,636 | 0.0% |
| General Electric Co | COM | 369604103 | $348 | 43,870 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $359 | 8,120 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $368 | 3,168 | 0.0% |
| Invesco Exch TRD SLF IDX FD(2671931D) | BULSHS 2021 CB | 46138J700 | $391 | 18,661 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $408 | 4,536 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $430 | 1,665 | 0.0% |
| Toyota Motor Corp(TM) | SP ADR REP2COM | 892331307 | $442 | 3,688 | 0.0% |
| Mid Amer APT Cmntys Inc(MAA) | COM | 59522J103 | $443 | 4,300 | 0.0% |
| Invesco Exch TRD SLF IDX FD(BSCMUSD) | BULSHS 2022 CB | 46138J882 | $457 | 21,554 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $465 | 5,176 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $478 | 7,802 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $481 | 2,633 | 0.0% |
| J P Morgan Exchange-Traded F(JPIN) | DIV RTN INT EQ | 46641Q209 | $503 | 11,640 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $505 | 7,134 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $522 | 2,797 | 0.0% |
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $550 | 6,893 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $557 | 479 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $663 | 12,217 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $679 | 8,829 | 0.0% |
| Schwab Strategic TR(SCHH) | US REIT ETF | 808524847 | $726 | 22,189 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $730 | 6,639 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $760 | 9,046 | 0.0% |
| Schwab Strategic TR(FNDC) | SCHWB FDT INT SC | 808524748 | $836 | 35,599 | 0.0% |
| Pinnacle Finl Partners Inc | COM | 72346Q104 | $893 | 23,780 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $905 | 5,617 | 0.1% |
| Wisdomtree TR(WTRE) | GLB EX US RL EST | 97717W331 | $951 | 43,118 | 0.1% |
| Southern Co(SO) | COM | 842587107 | $954 | 17,614 | 0.1% |
| Schwab Strategic TR(FNDA) | SCHWAB FDT US SC | 808524763 | $1.1K | 40,850 | 0.1% |
| Spdr SER TR(TFI) | NUVEEN BRC MUNIC | 78468R721 | $1.1K | 21,890 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.2K | 15,352 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.2K | 623 | 0.1% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $1.3K | 8,568 | 0.1% |