Q2 2020 Holdings
Filed 2020-08-14 | 25 holdings | $147.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TJX COS Inc New(TJX) | COM | 872540109 | $128.4K | 2,403,762 | 86.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.2K | 9,397 | 2.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.6K | 5,689 | 1.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.0K | 631 | 1.4% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.5K | 13,482 | 1.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.4K | 6,435 | 0.9% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.3K | 6,215 | 0.9% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $1.1K | 20,853 | 0.8% |
| Home Depot Inc(HD) | COM | 437076102 | $760 | 2,821 | 0.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $731 | 486 | 0.5% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $648 | 15,307 | 0.4% |
| 3M Co(MMM) | COM | 88579Y101 | $577 | 3,700 | 0.4% |
| Facebook Inc(META) | CL A | 30303M102 | $471 | 1,777 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $426 | 9,754 | 0.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $314 | 3,863 | 0.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $286 | 4,938 | 0.2% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $273 | 2,176 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $269 | 1,820 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $264 | 8,842 | 0.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $247 | 545 | 0.2% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $226 | 800 | 0.2% |
| Ebay Inc.(EBAY) | COM | 278642103 | $216 | 3,925 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $210 | 2,156 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $210 | 6,350 | 0.1% |
| Sirius XM Holdings Inc(SIRIEUR) | COM | 82968B103 | $118 | 20,000 | 0.1% |