Q2 2020 Holdings
Filed 2020-08-14 | 166 holdings | $229.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Wholesale Corp(CCI) | Stock | 22822V101 | $466 | 1,425 | 0.2% |
| Boeing Co(BA) | Stock | 097023105 | $633 | 3,368 | 0.3% |
| iShares Core S&P 500 ETF(IVV) | Exchange-Traded Fund | 464287200 | $1.0K | 3,116 | 0.4% |
| AT&T Inc(ARKQ) | Stock | 00214Q203 | $1.2K | 38,723 | 0.5% |
| Vanguard Dividend Appreciation ETF(VIG) | Exchange-Traded Fund | 921908844 | $1.3K | 10,279 | 0.5% |
| Apple Inc(AAPL) | Stock | 037833100 | $1.5K | 3,771 | 0.6% |
| Vanguard Total Stock Market ETF(VTI) | Exchange-Traded Fund | 922908769 | $1.5K | 9,448 | 0.7% |
| Amazon.com Inc(AMZN) | Stock | 023135106 | $1.8K | 603 | 0.8% |
| Vanguard Small-Cap ETF(VB) | Exchange-Traded Fund | 922908751 | $2.7K | 18,273 | 1.2% |
| Starbucks Corp(STWD) | Stock | 85571B105 | $4.1K | 54,156 | 1.8% |
| Microsoft Corp(MSFT) | Stock | 594918104 | $6.5K | 31,117 | 2.8% |
| iShares Core US Aggregate Bond ETF(AGG) | Exchange-Traded Fund | 464287226 | $9.3K | 78,075 | 4.0% |
| iShares National Muni Bond ETF(MUB) | Exchange-Traded Fund | 464288414 | $11.1K | 95,468 | 4.8% |
| iShares Core S&P Mid-Cap ETF(IJH) | Exchange-Traded Fund | 464287507 | $29.1K | 158,955 | 12.7% |
| iShares Russell 1000 ETF(IWB) | Exchange-Traded Fund | 464287622 | $32.3K | 180,384 | 14.1% |
| Cisco Systems Inc(CSCO) | Stock | 17275R102 | $118.0K | 2,552 | 51.5% |