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 |
|---|---|---|---|---|---|
| Costco Whsl Corp New(COST) | COM | 22160K105 | $31 | 110 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $32 | 145 | 0.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $33 | 988 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $41 | 754 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $46 | 480 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $48 | 1,406 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $50 | 1,136 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $50 | 524 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $58 | 361 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $61 | 1,138 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $70 | 1,838 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $74 | 878 | 0.0% |
| Ishares TR(EFAV) | MIN VOL EAFE ETF | 46429B689 | $75 | 1,205 | 0.0% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $82 | 90 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $86 | 569 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $87 | 362 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $90 | 568 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $90 | 46 | 0.1% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $92 | 1,157 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $103 | 1,900 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $120 | 1,657 | 0.1% |
| Clorox Co del(CLX) | COM | 189054109 | $152 | 875 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $177 | 930 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $197 | 763 | 0.1% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $197 | 749 | 0.1% |
| Spdr DOW Jones Indl Avrg ETF(DIA) | UT SER 1 | 78467X109 | $203 | 927 | 0.1% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $203 | 5,685 | 0.1% |
| Spdr Series Trust(MDYG) | S&P 400 MDCP GRW | 78464A821 | $220 | 5,128 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $226 | 1,441 | 0.1% |
| Davita Inc(DVA) | COM | 23918K108 | $248 | 3,266 | 0.1% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $265 | 2,559 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $271 | 2,065 | 0.2% |
| Goldman Sachs ETF TR(GSIE) | ACTIVEBETA INT | 381430107 | $305 | 13,227 | 0.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $330 | 6,082 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $380 | 13,044 | 0.2% |
| JP Morgan Exchange Traded FD(JPIN) | DIV RTN INT EQ | 46641Q209 | $432 | 9,997 | 0.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $485 | 925 | 0.3% |
| Ishares TR(SLQD) | 0-5YR INVT GR CP | 46434V100 | $532 | 10,613 | 0.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $535 | 3,722 | 0.3% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $579 | 9,215 | 0.3% |
| Spdr Series Trust(QUS) | MSCI USA STRTGIC | 78468R812 | $637 | 8,340 | 0.4% |
| Pimco ETF TR(LDUR) | ENHNCD LW DUR AC | 72201R718 | $725 | 7,326 | 0.4% |
| Invesco Exchng Traded FD TR(XSLV) | S&P SMLCP LOW | 46138G102 | $751 | 22,672 | 0.4% |
| Ishares TR(MTUM) | USA MOMENTUM FCT | 46432F396 | $756 | 7,105 | 0.4% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $766 | 12,513 | 0.4% |
| Invesco Exch TRD SLF IDX FD(OMFL) | RUSL 1000 DYNM | 46138J619 | $843 | 32,390 | 0.5% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $918 | 11,328 | 0.5% |
| Flexshares TR(QDF) | QUALT DIVD IDX | 33939L860 | $971 | 26,996 | 0.6% |
| Ishares US ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $1.0K | 20,668 | 0.6% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.2K | 8,409 | 0.7% |