Q3 2020 Holdings
Filed 2024-01-10 | 559 holdings | $152.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $4.4M | 34,341 | 2.9% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $4.5M | 19,451 | 3.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.3M | 29,766 | 4.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $6.5M | 79,936 | 4.3% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $6.5M | 20,930 | 4.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $6.7M | 174,242 | 4.4% |
| Apple Inc(AAPL) | COM | 037833100 | $7.0M | 60,258 | 4.6% |
| J P Morgan Exchange-Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $11.9M | 233,961 | 7.8% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $24.0M | 231,276 | 15.8% |