Q1 2020 Holdings
Filed 2020-05-14 | 81 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.7M | 68,457 | 93.7% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $12.0K | 292,405 | 0.4% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $8.7K | 107,739 | 0.3% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $8.5K | 95,657 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $6.6K | 25,985 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.7K | 36,181 | 0.2% |
| Select Sector Spdr TR(XLC) | COMMUNICATION | 81369Y852 | $5.3K | 120,205 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $5.3K | 106,366 | 0.2% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $5.3K | 97,127 | 0.2% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $4.3K | 141,764 | 0.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $4.2K | 47,392 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $4.0K | 21,153 | 0.1% |
| Select Sector Spdr TR(XLY) | SBI CONS DISCR | 81369Y407 | $3.9K | 39,647 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $3.7K | 41,150 | 0.1% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $3.4K | 83,216 | 0.1% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $3.2K | 24,222 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.2K | 1,668 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $3.1K | 27,338 | 0.1% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $3.0K | 37,285 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.0K | 55,921 | 0.1% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $3.0K | 38,338 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.9K | 87,345 | 0.1% |
| Vanguard Intl Equity Index F(VPL) | FTSE PACIFIC ETF | 922042866 | $2.7K | 49,840 | 0.1% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $2.7K | 35,263 | 0.1% |
| Union PAC Corp(UNP) | COM | 907818108 | $2.7K | 19,275 | 0.1% |
| CME Group Inc(CME) | COM | 12572Q105 | $2.7K | 15,427 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $2.7K | 13,335 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.7K | 29,494 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.6K | 35,770 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.5K | 73,868 | 0.1% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $2.4K | 24,230 | 0.1% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $2.4K | 17,991 | 0.1% |
| Ishares TR(LQD) | IBOXX INV CP ETF | 464287242 | $2.4K | 19,078 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $2.3K | 9,911 | 0.1% |
| Chubb Limited(CB) | COM | H1467J104 | $2.3K | 20,389 | 0.1% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $1.8K | 30,653 | 0.1% |
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $1.8K | 32,584 | 0.1% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $1.8K | 85,982 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.8K | 1,519 | 0.1% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.8K | 15,348 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $1.7K | 2,460 | 0.1% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.6K | 26,378 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.6K | 6,234 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.5K | 10,642 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.5K | 9,392 | 0.1% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $1.4K | 6,086 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $1.4K | 17,231 | 0.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $1.4K | 58,500 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.3K | 23,391 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $1.3K | 6,956 | 0.0% |