Q1 2019 Holdings
Filed 2019-05-15 | 60 holdings | $502.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $202 | 3,900 | 0.0% |
| Barnes Group Inc(BUSD) | COM | 067806109 | $215 | 4,180 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $226 | 4,238 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $235 | 4,382 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $236 | 2,329 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $255 | 2,063 | 0.1% |
| Boston Private Finl Hldgs in(BPFH) | COM | 101119105 | $269 | 24,540 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $269 | 3,600 | 0.1% |
| Ishares TR(IBB) | NASDAQ BIOTECH | 464287556 | $271 | 2,421 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $275 | 1,059 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $275 | 4,652 | 0.1% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $283 | 2,080 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $287 | 2,620 | 0.1% |
| Ball Corp(BALL) | COM | 058498106 | $294 | 5,088 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $307 | 1,528 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $336 | 2,744 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $337 | 1,773 | 0.1% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $338 | 2,114 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $347 | 12,575 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $371 | 1,952 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $373 | 4,671 | 0.1% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $376 | 8,116 | 0.1% |
| Union Pacific Corp(UNP) | COM | 907818108 | $420 | 2,515 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $438 | 372 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $439 | 6,408 | 0.1% |
| General Electric Co | COM | 369604103 | $445 | 44,511 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $447 | 2,264 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $454 | 255 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $460 | 2,396 | 0.1% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $463 | 12,792 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $467 | 6,048 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $504 | 9,385 | 0.1% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $513 | 9,836 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $538 | 5,172 | 0.1% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $543 | 4,216 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $546 | 5,187 | 0.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $573 | 10,468 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $587 | 18,724 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $605 | 2,125 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $605 | 4,914 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $620 | 2,983 | 0.1% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $641 | 2,565 | 0.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $675 | 8,497 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $731 | 11,272 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $787 | 671 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $817 | 5,843 | 0.2% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $892 | 30,914 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.1K | 5,583 | 0.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $1.7K | 25,381 | 0.3% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.9K | 12,580 | 0.4% |