Q1 2019 Holdings
Filed 2019-05-15 | 168 holdings | $9.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.5K | 2,119 | 0.0% |
| W P Carey Inc(WPC) | COM | 92936U109 | $2.7K | 34,068 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.8K | 11,145 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $2.8K | 14,755 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.0K | 18,986 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.0K | 25,400 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.0K | 73,584 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.0K | 15,047 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.2K | 53,332 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $3.8K | 16,050 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.9K | 26,123 | 0.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $14.4K | 103,740 | 0.1% |
| Conocophillips(COP) | COM | 20825C104 | $309.0K | 4,623 | 3.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $443.0K | 980 | 4.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.5M | 6,125 | 15.3% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.8M | 14,273 | 18.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.1M | 38,391 | 21.4% |
| Adobe Inc(ADBE) | COM | 00724F101 | $3.4M | 12,620 | 34.7% |