Q1 2019 Holdings
Filed 2019-05-15 | 1012 holdings | $392.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $3.7K | 12,867 | 0.9% |
| Ishares Russell 2000 ETF(IWM) | ETF | 464287655 | $3.7K | 23,875 | 1.0% |
| Conmed Corp COM(CNMD) | Stock | 207410101 | $4.0K | 48 | 1.0% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $4.4K | 2,331 | 1.1% |
| First Trust DOW Jones Internet Index Fund(FDN) | ETF | 33733E302 | $4.6K | 32,034 | 1.2% |
| BlackRock MUN 2030 TAR Term TR COM SHS BEN in(BTT) | CEF | 09257P105 | $5.2K | 229,853 | 1.3% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $6.0K | 28,696 | 1.5% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $9.6K | 33,518 | 2.5% |
| Invesco S&P 500 Equal Weight ETF(RSP) | ETF | 46137V357 | $12.1K | 114,390 | 3.1% |
| Consolidated Edison Inc COM(ED) | Stock | 209115104 | $17.0K | 200 | 4.3% |
| Credit Suisse Asset Mgmt Incom COM(CIK) | CEF | 224916106 | $40.0K | 12,842 | 10.2% |
| Costco Whsl Corp New COM(COST) | Stock | 22160K105 | $173.0K | 710 | 44.1% |