Q1 2020 Holdings
Filed 2020-05-06 | 90 holdings | $605.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Exxon Mobil | COM | 87403A107 | $34 | 19,692 | 0.0% |
| Alibaba Group | SPONSORED ADS | 053792107 | $76 | 12,323 | 0.0% |
| Annaly Capital(NLYEUR) | COM | 035710409 | $78 | 15,399 | 0.0% |
| Ford Motor(F) | COM | 345370860 | $103 | 21,333 | 0.0% |
| Ishares S&P(IVW) | S&P 500 GRWT ETF | 464287309 | $203 | 1,230 | 0.0% |
| Vanguard Mid(VOE) | MCAP VL IDXVIP | 922908512 | $204 | 2,504 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $209 | 1,261 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $209 | 1,836 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $220 | 3,340 | 0.0% |
| Ishares U S ETF TR(MEAR) | SHT MAT MUN ETF | 46431W838 | $224 | 4,500 | 0.0% |
| Danaher Corp(DHR) | COM | 235851102 | $231 | 1,669 | 0.0% |
| Spdr DOW(DIA) | UT SER 1 | 78467X109 | $246 | 1,123 | 0.0% |
| ELI Lilly(LLY) | COM | 532457108 | $250 | 1,800 | 0.0% |
| Ishares Russell(IWR) | RUS MID CAP ETF | 464287499 | $253 | 5,850 | 0.0% |
| Schwab Intl(SCHF) | INTL EQTY ETF | 808524805 | $267 | 10,327 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $275 | 2,370 | 0.0% |
| Chevron Corp(CVX) | COM | 166764100 | $275 | 3,799 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $276 | 2,024 | 0.0% |
| Merck & Company(MRK) | COM | 58933Y105 | $279 | 3,629 | 0.0% |
| Vanguard Growth(VUG) | GROWTH ETF | 922908736 | $298 | 1,903 | 0.0% |
| General Mills(GIS) | COM | 370334104 | $301 | 5,703 | 0.0% |
| Home Depot(HD) | COM | 437076102 | $309 | 1,656 | 0.1% |
| Exxon Mobil(XOM) | COM | 30231G102 | $319 | 8,414 | 0.1% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $323 | 4,027 | 0.1% |
| Spdr Gold(GLD) | GOLD SHS | 78463V107 | $343 | 2,317 | 0.1% |
| Ishares Core(IJH) | CORE S&P MCP ETF | 464287507 | $344 | 2,391 | 0.1% |
| Vanguard Information(VGT) | INF TECH ETF | 92204A702 | $358 | 1,690 | 0.1% |
| Steelcase Inc(GJB) | CL A | 858155203 | $361 | 36,531 | 0.1% |
| Linde PLC(LIN) | COM | G5494J103 | $364 | 2,103 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $372 | 320 | 0.1% |
| Ishares Russ(IWS) | RUS MDCP VAL ETF | 464287473 | $373 | 5,826 | 0.1% |
| Ishares S&P(IVE) | S&P 500 VAL ETF | 464287408 | $382 | 3,811 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $385 | 7,108 | 0.1% |
| Vanguard Large(VV) | LARGE CAP ETF | 922908637 | $397 | 3,111 | 0.1% |
| Eaton Corp(ETN) | SHS | G29183103 | $417 | 5,373 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $435 | 14,935 | 0.1% |
| Ishares Core(IJR) | CORE S&P SCP ETF | 464287804 | $455 | 8,111 | 0.1% |
| Mondelez International(MDLZ) | CL A | 609207105 | $458 | 9,153 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $469 | 1,249 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $473 | 2,935 | 0.1% |
| Ishares Msci(EFA) | MSCI EAFE ETF | 464287465 | $493 | 9,228 | 0.1% |
| Vanguard Total(BNDX) | INTL BD IDX ETF | 92203J407 | $501 | 8,816 | 0.1% |
| Schwab US(SCHP) | US TIPS ETF | 808524870 | $518 | 9,001 | 0.1% |
| Berkshire Hathaway(BRK/A) | CL A | 084670108 | $544 | 2 | 0.1% |
| Kimberly Clark(KMB) | COM | 494368103 | $551 | 4,312 | 0.1% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $558 | 4,516 | 0.1% |
| Vanguard Ftse(VSS) | FTSE SMCAP ETF | 922042718 | $572 | 7,026 | 0.1% |
| Vanguard Ftse(VEA) | FTSE DEV MKT ETF | 921943858 | $587 | 17,611 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $620 | 505 | 0.1% |
| Vanguard Mid(VO) | MID CAP ETF | 922908629 | $625 | 4,750 | 0.1% |