Q4 2018 Holdings
Filed 2019-02-14 | 131 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $616.0K | 14,208 | 44.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $410.0K | 4,445 | 29.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $251.0K | 834 | 18.1% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $13.9K | 129,903 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $7.1K | 45,254 | 0.5% |
| Ishares US ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $5.7K | 113,899 | 0.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.4K | 2,260 | 0.2% |
| Ishares TR(USMV) | MIN VOL USA ETF | 46429B697 | $3.0K | 56,527 | 0.2% |
| Vanguard Scottsdale FDS(VONG) | VNG RUS1000GRW | 92206C680 | $2.9K | 21,893 | 0.2% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $2.9K | 29,981 | 0.2% |
| Ishares TR(MTUM) | USA MOMENTUM FCT | 46432F396 | $2.8K | 27,446 | 0.2% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $2.4K | 16,813 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.1K | 16,012 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.8K | 31,496 | 0.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.8K | 38,026 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.8K | 17,382 | 0.1% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $1.7K | 32,063 | 0.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $1.6K | 31,474 | 0.1% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $1.5K | 17,913 | 0.1% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $1.5K | 15,253 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.5K | 8,755 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $1.4K | 10,404 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.3K | 13,283 | 0.1% |
| PPL Corp(PPL) | COM | 69351T106 | $1.2K | 43,474 | 0.1% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $1.2K | 12,081 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.2K | 8,057 | 0.1% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $1.1K | 47,474 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $1.1K | 23,958 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.1K | 14,294 | 0.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $1.0K | 13,014 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $994 | 14,576 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $990 | 3,071 | 0.1% |
| Aqua America Inc | COM | 03836W103 | $944 | 27,604 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $921 | 889 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $917 | 8,429 | 0.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $890 | 8,445 | 0.1% |
| Valero Energy Corp New(VLO) | COM | 91913Y100 | $811 | 10,812 | 0.1% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $800 | 7,515 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $779 | 3,095 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $779 | 11,240 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $771 | 3,095 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $738 | 4,297 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $700 | 3,941 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $684 | 15,659 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $620 | 2,315 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $593 | 15,971 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $590 | 11,952 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $580 | 3,334 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $574 | 20,098 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $566 | 5,120 | 0.0% |