Q1 2020 Holdings
Filed 2020-05-06 | 70 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qualcomm Inc(QCOM) | COM | 747525103 | $826 | 12,207 | 0.1% |
| WP Carey Inc(WPC) | COM | 92936U109 | $830 | 14,289 | 0.1% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $859 | 46,116 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $931 | 28,538 | 0.1% |
| Extra Space Storage Inc(EXR) | COM | 30225T102 | $1.0K | 10,460 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $1.0K | 22,781 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $1.1K | 19,765 | 0.1% |
| Spdr SER TR(XSD) | S&P SEMICNDCTR | 78464A862 | $1.3K | 15,689 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $1.4K | 5,691 | 0.1% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.7K | 30,010 | 0.1% |
| Goldman Sachs ETF TR(GSLC) | ACTIVEBETA US LG | 381430503 | $1.9K | 36,945 | 0.1% |
| Pgim ETF TR(PHYL) | ACTV HY BD ETF | 69344A206 | $2.0K | 56,143 | 0.1% |
| First TR Exchange-Traded FD(FTSM) | FIRST TR ENH NEW | 33739Q408 | $2.1K | 34,888 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.1K | 13,107 | 0.2% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.8K | 135,241 | 0.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $3.8K | 73,427 | 0.3% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $6.3K | 186,255 | 0.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $27.2K | 443,687 | 2.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $512.0K | 2,633 | 37.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $773.0K | 10,141 | 56.7% |