Q2 2020 Holdings
Filed 2020-07-23 | 121 holdings | $8.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $4.5K | 22,141 | 0.1% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $4.7K | 192,518 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.7K | 33,514 | 0.1% |
| Unilever PLC | SPON ADR NEW | 904767704 | $5.0K | 90,926 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.0K | 28,244 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $6.3K | 54,177 | 0.1% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $6.6K | 27,730 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $6.8K | 56,981 | 0.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $7.0K | 39,779 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.0K | 4,970 | 0.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $7.2K | 67,022 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $8.0K | 22,169 | 0.1% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $8.7K | 85,308 | 0.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $10.1K | 338,789 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $12.5K | 168,642 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $13.7K | 37,488 | 0.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $445.0K | 1,468 | 5.5% |
| Conocophillips(COP) | COM | 20825C104 | $501.0K | 11,923 | 6.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $897.0K | 19,224 | 11.0% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $2.5M | 14,016 | 30.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $3.6M | 36,685 | 44.2% |