Q3 2020 Holdings
Filed 2020-10-30 | 155 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coca Cola Co(KO) | COM | 191216100 | $343 | 6,942 | 0.0% |
| Enbridge Inc(ENB) | COM | 29250N105 | $356 | 12,206 | 0.0% |
| Invesco Exch Traded FD TR II(PGX) | PFD ETF | 46138E511 | $371 | 25,208 | 0.0% |
| Welltower Inc(WELL) | COM | 95040Q104 | $375 | 6,813 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $379 | 2,709 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $381 | 10,392 | 0.0% |
| Unilever PLC | SPON ADR NEW | 904767704 | $384 | 6,229 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $388 | 379 | 0.0% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $406 | 7,464 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $415 | 8,975 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $418 | 4,811 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $429 | 2,517 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $442 | 14,063 | 0.0% |
| Invesco Actively Managed ETF(VRIG) | VAR RATE INVT | 46090A879 | $447 | 18,000 | 0.0% |
| Innovator Etfs TR(UFEB) | S&P 500 ULTRA | 45782C425 | $474 | 18,907 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $475 | 1,523 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $479 | 4,978 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $487 | 8,181 | 0.0% |
| Heritage INS Hldgs Inc(HRTG) | COM | 42727J102 | $496 | 49,017 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $504 | 2,276 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $507 | 3,219 | 0.0% |
| Innovator Etfs TR(BFEB) | S&P 500 BUFFER | 45782C433 | $528 | 20,790 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $552 | 1,104 | 0.0% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $559 | 11,157 | 0.0% |
| ETF SER Solutions(JETS) | US GLB JETS | 26922A842 | $561 | 33,180 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $569 | 5,869 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $575 | 336 | 0.0% |
| Ishares TR(IWY) | RUS TP200 GR ETF | 464289438 | $581 | 4,788 | 0.0% |
| First TR Exchange Traded FD(FPX) | US EQTY OPPT ETF | 336920103 | $583 | 6,031 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $585 | 9,801 | 0.0% |
| Ishares TR(IMCG) | MRGSTR MD CP GRW | 464288307 | $589 | 1,837 | 0.0% |
| Invesco Exchange Traded FD T(XLG) | S&P 500 TOP 50 | 46137V233 | $590 | 2,253 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $605 | 2,814 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $624 | 1,841 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $651 | 4,374 | 0.0% |
| Ishares TR(HDV) | CORE HIGH DV ETF | 46429B663 | $674 | 8,374 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $711 | 2,560 | 0.0% |
| Invesco Exch Traded FD TR II(GOVI) | 1 30 LADER TRE | 46138E107 | $711 | 18,095 | 0.0% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $717 | 5,884 | 0.0% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $733 | 3,953 | 0.0% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $742 | 14,389 | 0.1% |
| First TR Exch Traded FD III(FPE) | PFD SECS INC ETF | 33739E108 | $752 | 39,237 | 0.1% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $761 | 7,024 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $784 | 10,893 | 0.1% |
| Innovator Etfs TR(PSEP) | S&P 500 PWR | 45782C656 | $796 | 30,296 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $809 | 4,876 | 0.1% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $815 | 18,552 | 0.1% |
| Ishares TR(ILCG) | MRNGSTR LG-CP GR | 464287119 | $823 | 3,076 | 0.1% |
| Alcoa Corp(AA) | COM | 013872106 | $839 | 72,182 | 0.1% |
| Invesco Exch Traded FD TR II(XMLV) | S&P MIDCP LOW | 46138E198 | $857 | 20,570 | 0.1% |