Q1 2020 Holdings
Filed 2020-04-20 | 117 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unilever PLC | SPON ADR NEW | 904767704 | $4.3K | 85,541 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.0K | 27,533 | 0.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $5.5K | 40,000 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $5.7K | 55,599 | 0.1% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $5.9K | 25,499 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $5.9K | 5,081 | 0.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $6.2K | 238,718 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $6.2K | 56,308 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $6.4K | 22,487 | 0.1% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $7.3K | 86,367 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $9.4K | 36,918 | 0.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $10.5K | 170,821 | 0.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $240.0K | 6,099 | 4.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $320.0K | 1,124 | 5.4% |
| Conocophillips(COP) | COM | 20825C104 | $431.0K | 13,989 | 7.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $2.0M | 13,902 | 33.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.7M | 35,836 | 46.1% |