Q1 2020 Holdings
Filed 2020-05-01 | 84 holdings | $805.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wells Fargo Co New(WFC) | COM | 949746101 | $200 | 6,985 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $201 | 1,077 | 0.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $206 | 2,752 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $207 | 6,330 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $208 | 4,301 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $219 | 1,266 | 0.0% |
| DOW Inc(DOW) | COM | 260557103 | $235 | 8,028 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $244 | 2,714 | 0.0% |
| Dupont de Nemours Inc(DD) | COM | 26614N102 | $245 | 7,178 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $248 | 2,094 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $249 | 1,016 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $253 | 1,965 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $262 | 2,714 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $273 | 9,350 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $287 | 3,475 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $287 | 7,554 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $293 | 2,073 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $300 | 2,637 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $341 | 907 | 0.0% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $345 | 2,324 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $347 | 3,981 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $352 | 4,854 | 0.0% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $362 | 2,968 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $375 | 4,872 | 0.0% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $427 | 8,600 | 0.1% |
| Omnicom Group Inc(OMC) | COM | 681919106 | $431 | 7,850 | 0.1% |
| 3M Co(MMM) | COM | 88579Y101 | $432 | 3,167 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $437 | 3,939 | 0.1% |
| BK of America Corp(BAC) | COM | 060505104 | $448 | 21,111 | 0.1% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $469 | 4,269 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $474 | 8,753 | 0.1% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $478 | 2,120 | 0.1% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $548 | 9,291 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $549 | 4,569 | 0.1% |
| Vanguard World FDS(VFH) | FINANCIALS ETF | 92204A405 | $556 | 10,968 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $587 | 4,980 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $606 | 7,663 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $618 | 3,382 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $621 | 5,649 | 0.1% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $662 | 47,589 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $698 | 3,441 | 0.1% |
| Dominion Energy Inc(D) | COM | 25746U109 | $783 | 10,851 | 0.1% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $795 | 5,370 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $839 | 5,826 | 0.1% |
| Vanguard World FDS(VCR) | CONSUM DIS ETF | 92204A108 | $839 | 5,774 | 0.1% |
| Ball Corp(BALL) | COM | 058498106 | $876 | 13,550 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $878 | 9,170 | 0.1% |
| Ishares TR(IGM) | EXPND TEC SC ETF | 464287549 | $898 | 4,240 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $936 | 3,876 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $970 | 6,023 | 0.1% |