Q4 2019 Holdings
Filed 2020-02-14 | 169 holdings | $18.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $7.4M | 22,507 | 41.0% |
| Aspen Group Inc(ASPU) | COM NEW | 04530L203 | $2.8M | 348,134 | 15.4% |
| Boeing Co(BA) | COM | 097023105 | $2.3M | 7,021 | 12.6% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $1.9M | 21,241 | 10.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.2M | 24,739 | 6.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $582.0K | 1,980 | 3.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $475.0K | 2,241 | 2.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $393.0K | 2,073 | 2.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $366.0K | 8,100 | 2.0% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $252.0K | 2,435 | 1.4% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $249.0K | 1,749 | 1.4% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $64.0K | 10,195 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $10.5K | 35,606 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.5K | 28,481 | 0.0% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $3.3K | 35,866 | 0.0% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $3.2K | 53,638 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $3.1K | 79,296 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.3K | 1,691 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.2K | 15,330 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.0K | 8,252 | 0.0% |
| Berkshire Hathaway(BRK/B) | CLASS B | 084670702 | $2.0K | 8,740 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $2.0K | 7,229 | 0.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $1.9K | 23,583 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.9K | 55,859 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.9K | 1,403 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.9K | 13,345 | 0.0% |
| BlackRock Muniyield N J FD I | COM | 09254Y109 | $1.8K | 120,228 | 0.0% |
| BlackRock Munihldgs NJ Qlty(MUJ) | COM | 09254X101 | $1.8K | 125,511 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.8K | 957 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.7K | 27,919 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.7K | 12,633 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.7K | 11,532 | 0.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $1.7K | 15,508 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.7K | 8,857 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $1.6K | 8,989 | 0.0% |
| Spdr Series Trust(MDYV) | S&P 400 MDCP VAL | 78464A839 | $1.5K | 27,730 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $1.5K | 23,051 | 0.0% |
| Spdr Series Trust(MDYG) | S&P 400 MDCP GRW | 78464A821 | $1.5K | 26,319 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.5K | 6,701 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.4K | 4,894 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.4K | 21,640 | 0.0% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $1.4K | 20,858 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.4K | 9,939 | 0.0% |
| Spdr Series Trust(SLYG) | S&P 600 SMCP GRW | 78464A201 | $1.3K | 20,833 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $1.3K | 14,329 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.3K | 10,814 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.3K | 23,992 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.3K | 17,246 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $1.3K | 6,204 | 0.0% |
| Vanguard BD Index FD Inc(BIV) | INTERMED TERM | 921937819 | $1.3K | 14,430 | 0.0% |