Q2 2020 Holdings
Filed 2020-07-28 | 33 holdings | $410.6K | 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 | $292.0K | 1,742 | 71.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $23.8K | 83,887 | 5.8% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $21.1K | 299,506 | 5.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $12.2K | 164,813 | 3.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $11.5K | 56,996 | 2.8% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $8.5K | 156,330 | 2.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $8.4K | 107,112 | 2.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $7.2K | 40,425 | 1.8% |
| Vanguard Admiral FDS Inc(VOOG) | 500 GRTH IDX F | 921932505 | $5.2K | 27,908 | 1.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $4.8K | 40,979 | 1.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $2.0K | 9,478 | 0.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.9K | 27,937 | 0.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.7K | 10,452 | 0.4% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $1.5K | 14,937 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.1K | 6,725 | 0.3% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $938 | 9,220 | 0.2% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $857 | 11,664 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $781 | 3,838 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $746 | 2,046 | 0.2% |
| Vanguard Admiral FDS Inc(IVOO) | MIDCP 400 IDX | 921932885 | $534 | 4,445 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $477 | 1,906 | 0.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $456 | 4,575 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $411 | 7,937 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $376 | 1,658 | 0.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $349 | 2,395 | 0.1% |
| Mccormick & Co Inc(MKC) | COM NON VTG | 579780206 | $243 | 1,352 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $238 | 4,322 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $226 | 82 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $219 | 4,888 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $218 | 1,221 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $214 | 693 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $201 | 550 | 0.0% |
| Chimera Invt Corp | COM NEW | 16934Q208 | $105 | 10,961 | 0.0% |