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Copperleaf Capital, LLC

Q4 2019 Holdings

Filed 2020-02-12 | 47 holdings | $858.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Carmax Inc(KMX)COM143130102$761.0K8,68588.6%
Ishares TR(GOVT)US TREAS BD ETF46429B267$9.4K364,1631.1%
Ishares US ETF TR(NEAR)SHT MAT BD ETF46431W507$8.5K168,2591.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$6.9K21,3160.8%
Ishares TR(ITOT)CORE S&P TTL STK464287150$6.1K84,2580.7%
Ishares TR(MBB)MBS ETF464288588$6.1K56,1310.7%
Ishares TR(IGIB)INTRM TR CRP ETF464288638$5.4K93,5220.6%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$5.1K78,2500.6%
Mastercard Inc(MA)CL A57636Q104$4.0K13,5560.5%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$2.9K2,1380.3%
Ishares TR(USMV)MSCI MIN VOL ETF46429B697$2.7K41,4480.3%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$2.4K45,3190.3%
Ishares TR(LQD)IBOXX INV CP ETF464287242$2.4K18,4010.3%
Ishares TR(EMB)JPMORGAN USD EMG464288281$2.3K20,2620.3%
Iqvia Hldgs Inc(IQV)COM46266C105$2.1K13,7430.2%
Microsoft Corp(MSFT)COM594918104$2.0K12,5410.2%
Ishares TR(HYG)IBOXX HI YD ETF464288513$1.9K22,0440.2%
O Reilly Automotive Inc New(ORLY)COM67103H107$1.9K4,3880.2%
Booking Hldgs Inc(BKNG)COM09857L108$1.8K8740.2%
Facebook Inc(META)CL A30303M102$1.7K8,4380.2%
Enbridge Inc(ENB)COM29250N105$1.7K42,6070.2%
Lowes COS Inc(LOW)COM548661107$1.6K13,1850.2%
Ishares TR(FLOT)FLTG RATE NT ETF46429B655$1.5K29,4750.2%
Visa Inc(V)COM CL A92826C839$1.5K7,8710.2%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$1.4K17,8370.2%
Ishares TR(IXN)GLOBAL TECH ETF464287291$1.4K6,7720.2%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$1.3K13,9360.1%
Anthem Inc(ELV)COM036752103$1.2K3,8830.1%
Amerisourcebergen Corp(COR)COM03073E105$1.1K13,4670.1%
Unitedhealth Group Inc(UNH)COM91324P102$9913,3710.1%
Alphabet Inc(GOOG)CAP STK CL C02079K107$9767300.1%
Ishares TR(IJR)CORE S&P SCP ETF464287804$8309,9000.1%
Ishares TR(MTUM)USA MOMENTUM FCT46432F396$8296,6020.1%
Ishares TR(IJH)CORE S&P MCP ETF464287507$7973,8740.1%
Amazon COM Inc(AMZN)COM023135106$7894270.1%
Ishares TR(TLT)20 YR TR BD ETF464287432$7475,5170.1%
BlackRock Inc(BLKCHF)COM09247X101$5101,0140.1%
Advisorshares TRNEWFLT MULSINC00768Y727$4609,5000.1%
Ishares TR(AGG)CORE US AGGBD ET464287226$4574,0650.1%
Baidu Inc(BIDUN)SPON ADR REP A056752108$3082,4390.0%
Johnson & Johnson(JNJ)COM478160104$3022,0730.0%
Disney Walt Co(DIS)COM DISNEY254687106$2721,8780.0%
Exxon Mobil Corp(XOM)COM30231G102$2493,5620.0%
Uber Technologies Inc(UBER)COM90353T100$2438,1650.0%
Lyft Inc(LYFT)CL A COM55087P104$2285,3030.0%
Starbucks Corp(SBUX)COM855244109$2252,5590.0%
Norfolk Southern Corp(NSC)COM655844108$2181,1250.0%