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Watson Rebecca

Q1 2020 Holdings

Filed 2020-05-14 | 78 holdings | $144.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Edge Msci MIN VOL USA ETF(USMV)ETF46429B697$24.5K419,72017.0%
Ishares Core US Aggregate Bond ETF(AGG)ETF464287226$15.6K132,74710.8%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$12.2K243,3598.5%
Ishares Core S P U.S. Growth ETF(IUSG)ETF464287671$12.0K191,4998.3%
Ishares Short-Term Corporate Bond ETF(IGSB)ETF464288646$5.5K102,6893.8%
Goldman Sachs Activebeta International Equity ETF(GSIE)ETF381430107$4.9K209,6003.4%
Ishares US Treasury Bond ETF(GOVT)ETF46429B267$4.9K172,6693.4%
Ishares Core S P 500 ETF(IVV)ETF464287200$4.0K14,3632.8%
Ishares AAA A Rated Corporate Bond ETF(QLTA)ETF46429B291$4.0K70,6802.8%
Ishares Liquidity Income ETF(ICSH)ETF46434V878$3.7K74,3382.6%
Verizon Communications Inc COM(VZ)Stock92343V104$3.3K56,6402.3%
Ishares S P Midcap Fund(IJH)ETF464287507$2.9K19,5742.0%
Apple Inc COM(AAPL)Stock037833100$2.7K9,5551.9%
Vanguard Dividend Appreciation Index Fund(VIG)ETF921908844$2.3K20,8711.6%
AT T Inc COM(T)Stock00206R102$2.3K75,6751.6%
Intel Corp COM(INTC)Stock458140100$2.2K35,8221.5%
Ishares Edge Msci MIN VOL Eafe ETF(EFAV)ETF46429B689$2.1K33,7271.5%
Vanguard Real Estate ETF(VNQ)ETF922908553$2.0K27,5661.4%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$1.7K77,6341.2%
Invesco QQQ Trust(QQQ)ETF46090E103$1.6K7,5931.1%
Fidelity Msci Utilities Index ETF(FUTY)ETF316092865$1.5K39,0491.0%
Ishares US Medical Devices ETF(IHI)ETF464288810$1.5K5,8491.0%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$1.4K44,9451.0%
Fidelity LOW Duration Bond Factor ETF(FLDR)ETF316188408$1.3K25,9680.9%
Invesco National Amt-Free Municipal Bond ETF(PZA)ETF46138E537$1.1K42,1910.8%
United Parcel Service Inc CL B(UPS)Stock911312106$1.0K10,1400.7%
Ishares ESG US Aggregate Bond ETF(EAGG)ETF46435U549$95817,0680.7%
Ishares Select Dividend ETF(DVY)ETF464287168$93012,0760.6%
Johnson Johnson COM(JNJ)Stock478160104$9096,0750.6%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$8918,4660.6%
TJX COS Inc New COM(TJX)Stock872540109$80317,2780.6%
Raytheon Technologies Corp COM(RTX)Stock75513E101$80212,8400.6%
Microsoft Corp COM(MSFT)Stock594918104$7864,4410.5%
Union PAC Corp COM(UNP)Stock907818108$7605,2770.5%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$7397,0540.5%
Alector Inc COM(ALEC)Stock014442107$72132,0530.5%
US Bancorp del COM New(USB)Stock902973304$68021,3900.5%
Disney Walt Co COM Disney(DIS)Stock254687106$6506,3760.5%
Ishares Iboxx Investment Grade Corporate Bond ETF(LQD)ETF464287242$6334,8660.4%
Ishares SP Small-Cap Fund(IJR)ETF464287804$63311,1520.4%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$61617,7570.4%
Amgen Inc COM(AMGN)Stock031162100$5372,3240.4%
Procter Gamble Co COM(PG)Stock742718109$5024,1350.3%
Ishares ESG 1 5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$43116,8480.3%
Northrop Grumman Corp COM(NOC)Stock666807102$4301,2420.3%
Ishares Interest Rate Hedged Corporate Bond ETF(LQDH)ETF46431W705$4294,8950.3%
Spdr S P 500 ETF(SPY)ETF78462F103$4281,5340.3%
International Business Machs COM(IBM)Stock459200101$4023,4710.3%
Ishares Msci Eafe ESG Select ETF(ESGD)ETF46435G516$3606,6750.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$3458,8250.2%
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