Q1 2020 Holdings
Filed 2020-05-13 | 35 holdings | $597.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holdings ADR(BABA) | ADR | 01609W102 | $281.0K | 1,444 | 47.1% |
| AbbVie(ABBV) | Stock | 00287Y109 | $244.0K | 3,203 | 40.9% |
| Vanguard Small-Cap Index ETF(VB) | ETF | 922908751 | $18.4K | 159,694 | 3.1% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $14.5K | 434,640 | 2.4% |
| Vanguard 500 Index ETF(VOO) | ETF | 922908363 | $12.7K | 53,597 | 2.1% |
| Seagate Technology(STX) | Stock | G7945M107 | $5.7K | 117,790 | 1.0% |
| Minerals Technologies(MTX) | Stock | 603158106 | $2.5K | 68,737 | 0.4% |
| Vanguard Mid-Cap Growth Index ETF(VOT) | ETF | 922908538 | $2.1K | 16,484 | 0.3% |
| Vanguard Ftse All-World ex US Index ETF(VEU) | ETF | 922042775 | $2.0K | 48,942 | 0.3% |
| iShares Core S&P 500 Index ETF(IVV) | ETF | 464287200 | $1.7K | 6,607 | 0.3% |
| Apellis Pharmaceuticals(APLS) | Stock | 03753U106 | $1.4K | 53,642 | 0.2% |
| Berkshire Hathaway Cl B(BRK/B) | Stock | 084670702 | $1.3K | 7,218 | 0.2% |
| Exxon Mobil(XOM) | Stock | 30231G102 | $1.1K | 28,976 | 0.2% |
| Microsoft(MSFT) | Stock | 594918104 | $797 | 5,052 | 0.1% |
| Apple(AAPL) | Stock | 037833100 | $653 | 2,569 | 0.1% |
| Spdr S&P 500 Index ETF(SPY) | ETF | 78462F103 | $564 | 2,190 | 0.1% |
| Intel(INTC) | Stock | 458140100 | $534 | 9,860 | 0.1% |
| The Walt Disney Company(DIS) | Stock | 254687106 | $524 | 5,423 | 0.1% |
| Vanguard Total International Stock ETF(VXUS) | ETF | 921909768 | $508 | 12,097 | 0.1% |
| Johnson & Johnson(JNJ) | Stock | 478160104 | $475 | 3,619 | 0.1% |
| Vanguard Mid-Cap ETF(VO) | ETF | 922908629 | $451 | 3,426 | 0.1% |
| Federated Hermes Cl B(FHI) | Stock | 314211103 | $441 | 23,175 | 0.1% |
| PerkinElmer(RVTY) | Stock | 714046109 | $423 | 5,623 | 0.1% |
| Alphabet Cl C(GOOG) | Stock | 02079K107 | $352 | 303 | 0.1% |
| Verizon Communications(VZ) | Stock | 92343V104 | $327 | 6,094 | 0.1% |
| Abbott Laboratories(ABT) | Stock | 002824100 | $309 | 3,918 | 0.1% |
| Thermo Fisher Scientific(TMO) | Stock | 883556102 | $286 | 1,009 | 0.0% |
| Berkshire Hathaway Cl A(BRK/A) | Stock | 084670108 | $272 | 1 | 0.0% |
| NextEra Energy(NEE) | Stock | 65339F101 | $272 | 1,131 | 0.0% |
| 3M Company(MMM) | Stock | 88579Y101 | $262 | 1,916 | 0.0% |
| Becton Dickinson & Company(BDX) | Stock | 075887109 | $259 | 1,129 | 0.0% |
| PPL(PPL) | Stock | 69351T106 | $259 | 10,502 | 0.0% |
| Fidelity Nasdaq Composite Index Tracking ETF(ONEQ) | ETF | 315912808 | $252 | 844 | 0.0% |
| Coca-Cola(KO) | Stock | 191216100 | $227 | 5,124 | 0.0% |