Q2 2020 Holdings
Filed 2020-07-22 | 113 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $2.2K | 5,922 | 0.1% |
| Chubb Limited(CB) | COM | H1467J104 | $2.5K | 19,894 | 0.1% |
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $3.6K | 78,679 | 0.1% |
| Invesco Exch TRD SLF IDX FD(2671931D) | BULSHS 2021 CB | 46138J700 | $4.7K | 218,521 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.7K | 32,883 | 0.2% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $7.5K | 78,183 | 0.2% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $8.8K | 108,528 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $10.4K | 33,441 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.0K | 70,015 | 0.3% |
| Boeing Co(BA) | COM | 097023105 | $280.0K | 1,525 | 8.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $320.0K | 736 | 9.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.2M | 25,243 | 33.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.6M | 16,102 | 45.3% |