Q3 2020 Holdings
Filed 2020-11-13 | 29 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $2.5M | 22,046 | 94.2% |
| TJX COS Inc New(TJX) | COM | 872540109 | $136.1K | 2,403,762 | 5.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $3.4K | 10,113 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.0K | 660 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.4K | 6,662 | 0.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.3K | 12,021 | 0.0% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $1.2K | 21,052 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.1K | 5,140 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $780 | 2,821 | 0.0% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $689 | 16,412 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $675 | 465 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $600 | 3,700 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $495 | 4,285 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $445 | 1,722 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $340 | 1,370 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $326 | 9,754 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $316 | 3,866 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $300 | 1,566 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $294 | 4,938 | 0.0% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $277 | 5,125 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $270 | 2,094 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $265 | 1,814 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $254 | 8,842 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $253 | 460 | 0.0% |
| BRP Group Inc(BWIN) | COM CL A | 05589G102 | $244 | 9,190 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $232 | 800 | 0.0% |
| Ebay Inc.(EBAY) | COM | 278642103 | $209 | 4,200 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $205 | 2,090 | 0.0% |
| Sirius XM Holdings Inc(SIRIEUR) | COM | 82968B103 | $111 | 20,000 | 0.0% |