Q3 2019 Holdings
Filed 2019-11-05 | 59 holdings | $497.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $335.0K | 4,421 | 67.3% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $44.7K | 697,153 | 9.0% |
| Ishares TR(HAWX) | MSCI ACWI EXUS | 46435G847 | $37.7K | 1,397,630 | 7.6% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $28.8K | 392,876 | 5.8% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $12.0K | 172,386 | 2.4% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $5.5K | 36,081 | 1.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.7K | 19,753 | 0.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $2.1K | 30,058 | 0.4% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $2.1K | 32,062 | 0.4% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.0K | 12,580 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.8K | 25,884 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $1.3K | 5,781 | 0.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.2K | 1,025 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $992 | 7,671 | 0.2% |
| Ishares TR(HEFA) | HDG MSCI EAFE | 46434V803 | $926 | 30,914 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $788 | 13,054 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $752 | 19,876 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $736 | 11,283 | 0.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $728 | 8,660 | 0.1% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $653 | 2,582 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $640 | 5,142 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $635 | 2,127 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $605 | 5,412 | 0.1% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $597 | 10,524 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $582 | 4,905 | 0.1% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $561 | 4,107 | 0.1% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $554 | 10,333 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $550 | 450 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $490 | 2,983 | 0.1% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $479 | 19,939 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $476 | 2,053 | 0.1% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $471 | 6,049 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $451 | 260 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $446 | 8,658 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $446 | 2,064 | 0.1% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $446 | 6,068 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $416 | 4,971 | 0.1% |
| Union Pacific Corp(UNP) | COM | 907818108 | $409 | 2,523 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $392 | 1,827 | 0.1% |
| Ball Corp(BALL) | COM | 058498106 | $370 | 5,088 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $367 | 12,577 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $343 | 1,773 | 0.1% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $341 | 2,114 | 0.1% |
| General Electric Co | COM | 369604103 | $334 | 37,344 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $326 | 2,377 | 0.1% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $300 | 2,080 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $289 | 1,059 | 0.1% |
| Boston Private Finl Hldgs in(BPFH) | COM | 101119105 | $282 | 24,235 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $281 | 2,558 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $276 | 1,329 | 0.1% |