Q1 2020 Holdings
Filed 2020-04-22 | 32 holdings | $366.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $269.0K | 1,862 | 73.5% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $21.7K | 91,423 | 5.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $12.3K | 106,231 | 3.3% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $10.4K | 198,638 | 2.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $10.4K | 169,952 | 2.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $8.9K | 56,625 | 2.4% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $6.1K | 85,936 | 1.7% |
| Vanguard Admiral FDS Inc(VOOG) | 500 GRTH IDX F | 921932505 | $4.7K | 31,682 | 1.3% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.6K | 31,887 | 1.3% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $2.8K | 50,581 | 0.8% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $2.3K | 32,706 | 0.6% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $1.7K | 10,011 | 0.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.3K | 9,885 | 0.4% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $1.3K | 15,861 | 0.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $951 | 15,737 | 0.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $896 | 6,951 | 0.2% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $788 | 9,376 | 0.2% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $715 | 15,901 | 0.2% |
| Vanguard Admiral FDS Inc(IVOO) | MIDCP 400 IDX | 921932885 | $711 | 7,304 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $612 | 3,882 | 0.2% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $581 | 10,986 | 0.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $522 | 4,623 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $520 | 2,046 | 0.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $491 | 4,257 | 0.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $442 | 8,147 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $356 | 1,906 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $277 | 1,658 | 0.1% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $259 | 8,260 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $232 | 4,322 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $223 | 1,221 | 0.1% |
| Mccormick & Co Inc(MKC) | COM NON VTG | 579780206 | $200 | 1,418 | 0.1% |
| Chimera Invt Corp | COM NEW | 16934Q208 | $94 | 10,292 | 0.0% |