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| Holdings Found : 45 | View All Holdings | Currently Viewing: ALL | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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VOO | Vanguard S&P 500 Etf | - | $459.93 | $41,313,000 | 94,580 | % | 4,243,000 | 183 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $247.99 | $28,128,000 | 118,571 | % | 2,651,000 | -1,372 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $48.40 | $10,169,000 | 212,291 | % | 1,400,000 | 11,717 | 0.01 | Closed - End Fund - F... | |
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VB | Vanguard Small Cap VIPERS | - | $213.82 | $7,704,000 | 36,115 | % | 502,000 | -1,974 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $500.35 | $4,712,000 | 9,913 | % | 474,000 | 0 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $42.22 | $4,157,000 | 101,137 | % | 124,000 | -1,730 | 0 | N/A | |
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AAPL | Apple Inc | - | $169.30 | $3,991,000 | 20,728 | % | 442,000 | 0 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $394.94 | $1,617,000 | 4,300 | % | 259,000 | 0 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $37.63 | $1,306,000 | 35,326 | % | 134,000 | 825 | 0 | N/A | |
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V | Visa Inc | - | $267.32 | $833,000 | 3,200 | % | 97,000 | 0 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | - | $574.99 | $743,000 | 1,400 | % | 34,000 | 0 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $179.00 | $708,000 | 4,660 | % | 116,000 | 0 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $165.57 | $676,000 | 4,800 | % | 43,000 | 0 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $163.86 | $671,000 | 4,800 | % | 43,000 | 0 | 0 | N/A | |
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BAC | Bank of America Corp | - | $36.95 | $657,000 | 19,500 | % | 123,000 | 0 | 0 | N/A | |
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OXY | Occidental Petroleum Corp | - | $64.45 | $645,000 | 10,800 | % | -56,000 | 0 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $104.74 | $629,000 | 5,808 | % | 81,000 | 0 | 0 | N/A | |
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SCHW | Charles Schwab Corp | - | $74.57 | $619,000 | 9,000 | % | 125,000 | 0 | 0 | N/A | |
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IGM | iShares S&P GSTI Tech Index Fd | - | $81.08 | $614,000 | 1,371 | % | 90,000 | 0 | 0 | N/A | |
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SCHE | Schwab Emerging Markets Equ... | - | $25.50 | $567,000 | 22,856 | % | 20,000 | 0 | 0 | N/A | |
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MMC | Marsh & McLennan Companies Inc | - | $199.77 | $542,000 | 2,860 | % | -2,000 | 0 | 0 | N/A | |
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AXP | American Express Co | - | $231.46 | $525,000 | 2,800 | % | 107,000 | 0 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | - | $79.64 | $482,000 | 5,450 | % | 71,000 | 16 | 0 | N/A | |
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GS | Goldman Sachs Group Inc | - | $426.95 | $386,000 | 1,000 | % | 62,000 | 0 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $59.52 | $345,000 | 7,000 | % | 59,000 | 0 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $191.86 | $333,000 | 1,960 | % | 49,000 | 0 | 0 | N/A | |
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MET | MetLife Inc | - | $71.88 | $331,000 | 5,000 | % | 16,000 | 0 | 0 | N/A | |
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EQIX | Equinix Inc | - | $695.33 | $310,000 | 385 | % | 30,000 | 0 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $502.86 | $289,000 | 605 | % | 29,000 | 0 | 0 | N/A | |
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COP | ConocoPhillips | - | $124.34 | $288,000 | 2,482 | % | -9,000 | 0 | 0 | N/A | |
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SYK | Stryker Corp | - | $328.12 | $287,000 | 960 | % | 25,000 | 0 | 0 | N/A | |
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COF | Capital One Financial Corp | - | $141.64 | $285,000 | 2,170 | % | 74,000 | 0 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $164.11 | $276,000 | 1,905 | % | -7,000 | -640 | 0 | N/A | |
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DIS | Walt Disney Co | - | $110.48 | $273,000 | 3,020 | % | 28,000 | 0 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $38.20 | $263,000 | 6,000 | % | -3,000 | 0 | 0 | N/A | |
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JCI | Johnson Controls Internatio... | - | $60.47 | $259,000 | 4,500 | % | 20,000 | 0 | 0 | N/A | |
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BHGE | Baker Hughes A Ge Co | - | $31.89 | $256,000 | 7,500 | % | -9,000 | 0 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $227.52 | $223,000 | 1,000 | % | 15,000 | 0 | 0 | N/A | |
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UNP | Union Pacific Corp | New | $234.96 | $221,000 | 900 | % | 221,000 | 900 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $151.18 | $219,000 | 1,400 | % | 1,000 | 0 | 0 | N/A | |
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DHR | Danaher Corp | - | $246.89 | $211,000 | 910 | % | 211,000 | 910 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $46.84 | $202,000 | 4,000 | % | -13,000 | 0 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | Closed | $44.21 | $0 | 0 | 0% | -219,000 | -3,770 | 0 | Drug Manufacturers - ... | |
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CHTR | Charter Communications Inc | Closed | $259.70 | $0 | 0 | 0% | -220,000 | -500 | 0 | CATV Systems | |
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UNH | Unitedhealth Group Inc | Closed | $484.11 | $0 | 0 | 0% | -252,000 | -500 | 0 | Health Care Plans |
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