Q1 2020 Holdings
Filed 2020-04-03 | 174 holdings | $172.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tetra Tech Inc New(TTEK) | COM | 88162G103 | $8 | 111 | 0.0% |
| JP Morgan Exchange Traded FD(JPUS) | JPMORGAN DIVER | 46641Q407 | $9 | 150 | 0.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $9 | 265 | 0.0% |
| Invesco Exchange Traded FD T(RPG) | S&P500 PUR GWT | 46137V266 | $10 | 103 | 0.0% |
| Vanguard Intl Equity Index F(VPL) | FTSE PACIFIC ETF | 922042866 | $10 | 183 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $10 | 1,466 | 0.0% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $10 | 700 | 0.0% |
| Templeton Dragon FD Inc(TDF) | COM | 88018T101 | $11 | 650 | 0.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $11 | 114 | 0.0% |
| Vodafone Group PLC New(VOD) | SPONSORED ADR | 92857W308 | $11 | 819 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $12 | 78 | 0.0% |
| Pacer FDS TR(PTLC) | TRENDP US LAR CP | 69374H105 | $12 | 455 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $13 | 240 | 0.0% |
| Ishares TR(SMMV) | EDGE MSCI MINM | 46435G433 | $13 | 517 | 0.0% |
| Phillips 66 Partners LP | COM UNIT REP INT | 718549207 | $13 | 360 | 0.0% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $13 | 123 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $13 | 270 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $14 | 155 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $14 | 12 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $15 | 435 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $16 | 200 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $16 | 353 | 0.0% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $16 | 521 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $16 | 87 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $16 | 636 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $16 | 111 | 0.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $16 | 400 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $17 | 190 | 0.0% |
| Ishares TR(LRGF) | MULTIFACTOR USA | 46434V282 | $17 | 644 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $17 | 499 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $18 | 275 | 0.0% |
| Schwab Strategic TR(SCHC) | INTL SCEQT ETF | 808524888 | $18 | 753 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $19 | 129 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $19 | 468 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $20 | 17 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $20 | 122 | 0.0% |
| Pinnacle Finl Partners Inc | COM | 72346Q104 | $22 | 573 | 0.0% |
| Goldman Sachs ETF TR(GSLC) | EQUITY ETF | 381430503 | $22 | 430 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $23 | 180 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $23 | 125 | 0.0% |
| Evergy Inc(EVRG) | COM | 30034W106 | $23 | 412 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $25 | 150 | 0.0% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $26 | 282 | 0.0% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $27 | 190 | 0.0% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $27 | 437 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $28 | 245 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $28 | 346 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $29 | 155 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $30 | 126 | 0.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $31 | 110 | 0.0% |