Q4 2018 Holdings
Filed 2019-02-14 | 421 holdings | $7.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Foot Locker Inc(WOO) | COM | 344849104 | $183 | 3,449 | 0.0% |
| Suntrust BKS Inc | COM | 867914103 | $195 | 3,861 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $196 | 788 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $210 | 1,955 | 0.0% |
| American Elec PWR Inc(AEP) | COM | 025537101 | $213 | 2,851 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $217 | 4,851 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $219 | 1,660 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $235 | 4,955 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $236 | 1,858 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $239 | 1,873 | 0.0% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $245 | 9,109 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $245 | 2,668 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $273 | 182 | 0.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $278 | 11,817 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $301 | 1,472 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $315 | 1,618 | 0.0% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $331 | 5,455 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $332 | 318 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $418 | 7,115 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $418 | 9,156 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $445 | 4,028 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $494 | 3,575 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $512 | 10,261 | 0.0% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $601 | 4,347 | 0.0% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $616 | 12,062 | 0.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $685 | 14,291 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $697 | 17,853 | 0.0% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $707 | 13,460 | 0.0% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $738 | 4,300 | 0.0% |
| Pitney Bowes Inc(PBI) | COM | 724479100 | $778 | 131,614 | 0.0% |
| Schwab Strategic TR(SCHR) | INTRM TRM TRES | 808524854 | $779 | 14,715 | 0.0% |
| Tupperware Brands Corp(TUP) | COM | 899896104 | $857 | 27,138 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $915 | 23,492 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $924 | 6,597 | 0.0% |
| Kellogg Co(KEL) | COM | 487836108 | $936 | 16,414 | 0.0% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $981 | 22,049 | 0.0% |
| Mettler Toledo International(MTD) | COM | 592688105 | $1.0K | 1,771 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $1.0K | 16,773 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.0K | 17,095 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $1.0K | 26,717 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $1.0K | 12,078 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.0K | 36,771 | 0.0% |
| BT Group PLC | ADR | 05577E101 | $1.0K | 68,672 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.1K | 6,841 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $1.1K | 54,796 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $1.1K | 10,531 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.1K | 4,330 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $1.1K | 19,123 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $1.1K | 3,550 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $1.2K | 3,387 | 0.0% |