Q1 2020 Holdings
Filed 2020-04-22 | 265 holdings | $673.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allstate Corp(ALL) | COM | 020002101 | $750 | 7,492 | 0.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $799 | 10,750 | 0.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $813 | 23,363 | 0.1% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $826 | 56,241 | 0.1% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $831 | 5,146 | 0.1% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $842 | 6,013 | 0.1% |
| Spdr SER TR(FLRN) | BLOMBERG BRC INV | 78468R200 | $893 | 29,724 | 0.1% |
| M & T BK Corp(MTB) | COM | 55261F104 | $902 | 8,616 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $906 | 7,015 | 0.1% |
| Ishares Inc(EEMV) | MIN VOL EMRG MKT | 464286533 | $936 | 19,472 | 0.1% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $939 | 25,416 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $943 | 778 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $1.0K | 7,429 | 0.2% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.0K | 20,557 | 0.2% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $1.1K | 15,121 | 0.2% |
| Ishares TR(IBB) | NASDAQ BIOTECH | 464287556 | $1.1K | 9,009 | 0.2% |
| Wisdomtree TR(DWM) | INTL EQUITY FD | 97717W703 | $1.1K | 28,796 | 0.2% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $1.2K | 23,949 | 0.2% |
| Valero Energy Corp(VLO) | COM | 91913Y100 | $1.2K | 25,194 | 0.2% |
| Spdr SER TR(SJNK) | BLOOMBERG SRT TR | 78468R408 | $1.3K | 52,472 | 0.2% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $1.3K | 9,427 | 0.2% |
| Invesco Exch TRD SLF IDX FD(BSJL) | BULSHS 2021 HY | 46138J809 | $1.3K | 57,244 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.3K | 6,969 | 0.2% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $1.3K | 28,102 | 0.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.3K | 9,821 | 0.2% |
| Coca Cola Co(KO) | COM | 191216100 | $1.4K | 30,168 | 0.2% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $1.4K | 11,512 | 0.2% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.4K | 30,796 | 0.2% |
| American Express Co(AXP) | COM | 025816109 | $1.5K | 18,499 | 0.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.5K | 19,081 | 0.2% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $1.6K | 14,689 | 0.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.6K | 19,701 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.7K | 14,090 | 0.3% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.7K | 9,599 | 0.3% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $1.7K | 6,444 | 0.3% |
| Citigroup Inc(C) | COM NEW | 172967424 | $1.8K | 43,057 | 0.3% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $1.8K | 31,984 | 0.3% |
| Paychex Inc(PAYX) | COM | 704326107 | $1.8K | 28,684 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $1.9K | 9,383 | 0.3% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $2.0K | 7,906 | 0.3% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $2.1K | 41,307 | 0.3% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $2.2K | 50,312 | 0.3% |
| Invesco Exch TRD SLF IDX FD(BSCK) | BULSHS 2020 CB | 46138J502 | $2.2K | 103,518 | 0.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.2K | 14,811 | 0.3% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.2K | 24,196 | 0.3% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $2.2K | 35,664 | 0.3% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $2.4K | 23,807 | 0.4% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $2.4K | 12,540 | 0.4% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $2.4K | 7,199 | 0.4% |
| Diageo P L C(DGED) | SPON ADR NEW | 25243Q205 | $2.4K | 18,782 | 0.4% |