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Investment Research & Advisory Group, Inc.

Q2 2021 Holdings

Filed 2021-07-29 | 176 holdings | $4.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Amgen Inc.(AMGN)COM031162100$1476040.0%
Spdr S&P Dividend ETF(SDY)S&P DIVID ETF78464A763$1501,2270.0%
Ishares Core S&P 500 ETF IV(IVV)CORE S&P 500 ETF464287200$1523540.0%
Ishares 3-7 Year Trery Bond ETF(IEI)3 7 YR TREAS BD464288661$1621,2430.0%
Ishares S&P Smll Cap 600Grth ETF(IJT)S&P 600GRTH ETF464287887$1661,2520.0%
Pimco Enhncd Shrt Matrtyactv ETF IV(MINT)ETF72201R833$1681,6490.0%
Vanguard Total Stock Market ETF(VTI)TOTAL STK MKT ETF922908769$1777960.0%
Ishares Core S&P Small Cap ETF IV(IJR)CORE S&P SCP ETF464287804$1901,6850.0%
Honeywell Intl Inc(HON)COM438516106$1938820.0%
Merck & Co. Inc.(MRK)COM58933Y105$1952,5030.0%
Palo Alto Networks(PANW)COM697435105$2025440.0%
Truist Finl Corp(BBTUSD)COM054937107$2093,7570.0%
Lowes COS Inc(LOW)COM548661107$2201,1320.0%
Vanguard Total International BND ETF(BNDX)INTL BD IDX ETF92203J407$2203,8490.0%
Novartis AG(NVSN)SPON ADR66987V109$2202,4130.0%
Synovus Finl Co(SNPS)COM871607107$2515,7170.0%
Schwab Short Term US Treasury ETF(SCHO)SHT TM US TRES808524862$2665,1990.0%
Amern Tower Corp REIT(AMT)COM03027X100$2679880.0%
Ishares Russell 1000 ETF IV(IWB)RUS 1000 ETF464287622$2851,1790.0%
Vanguard Energy ETF IV(VDE)ENERGY ETF92204A306$3013,9650.0%
JPMorgan Betabuilders Japan ETFBETBULD JAPAN46641Q712$3045,3750.0%
Ishares Core S&P Mid Capetf IV(IJH)CORE S&P MCP ETF464287507$3061,1380.0%
Vanguard Total Bond Market ETF(BND)TOTAL BND MKT921937835$3263,7930.0%
JPMorgan Betabuilders Europe ETFBETBULD EUROPE46641Q720$3335,6940.0%
Fedex Corp(FDX)COM31428X106$3491,1710.0%
Alphabet Inc.(GOOG)CL C02079K107$3861540.0%
Invesco QQQ Trust(QQQ)UNIT SER 146090E103$3961,1180.0%
Vanguard Ftse All World EX US ETF(VEU)ALLWRLD EX US ETF922042775$3976,2650.0%
Spdr S&P Midcap 400 ETF(MDY)UTSER1 S&PDCRP78467Y107$4168470.0%
Lilly ELI & Co(LLY)COM532457108$5562,4210.0%
Ishares S&P 500 Value ETF IV(IVE)S&P 500 VAL ETF464287408$6174,1790.0%
Lyft Inc(LYFT)CL A55087P104$67611,1700.0%
Vanguard Total International STK ETF(VXUS)TL INTL tl STK ETF921909768$69210,5320.0%
General Electric CoCOM369604103$72153,5830.0%
Ishares S&P 500 Growth ETF IV(IVW)S&P 500 GRWT ETF464287309$73910,1640.0%
Vanguard Small Cap ETF IV(VB)SMALL CP ETF922908751$8433,7420.0%
Delta AIR Lines Inc delCOM NEW247367702$86219,9310.0%
Home Depot Inc(HD)COM437076102$8672,7180.0%
Procter & Gamble(PG)COM742718109$1.1K8,0460.0%
3M Co(MMM)COM88579Y101$1.1K5,7580.0%
Uber Technologies Inc(UBER)COM90353T100$1.2K23,3030.0%
Unilever PLCSPOND ADR NEW904767704$1.4K23,1560.0%
Becton Dickinson&co(BDX)COM075887109$1.4K5,7660.0%
General Dynamics Co(GD)COM369550108$1.5K8,0010.0%
Taiwan Semiconductr(TSM)SPONSORED ADS874039100$1.5K12,7480.0%
Cerner Corp(CERNCHF)COM156782104$1.7K22,1450.0%
Berkshire Hathaway(BRK/B)CL B NEW084670702$1.8K6,6290.0%
Philip Morris Intl(PM)COM718172109$1.9K19,0290.0%
Mcdonalds Corp(MCD)COM580135101$1.9K8,3760.0%
Chubb LTD F(CB)COMH1467J104$2.0K12,4460.0%
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