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CAMPO BELLO DR 2011-07-15 53958 8996 SL 39 1384 BLDG IMPROVEMENTS 2011-08-05 6173 2678 SL 15 412 BLDG IMPROVEMENTS 2014-08-22 5989 513 SL 39 154 ACCENTURE PLC 15487 14101 AMERICAN FDS INCOME FD OF AMER 225014 366268 AMGEN INC 12035 14016 APPLE INC 9412 15774 BERKSHIRE HATHAWAY INC. CLASS 177044 209285 CHEVRON CORP 13429 13599 CISCO SYSTEMS INC 14524 15772 COLGATE-PALMOLIVE COMPANY 22146 17856 COMCAST CORP 15028 13620 CVS CAREMARK CORP 18395 15856 D R HORTON 14446 13864 DOMINION ENERGY INC 14470 16079 DUKE ENERGY CO 13357 15620 EATON CORP PLC 27033 25404 ENBRIDGE INC 20599 20668 EXXON MOBIL CORP 14010 13638 FINANCIAL SELECT SECTOR SPDR F 12710 12768 FIRST TRUST EXCHANGE TRADED FD 248023 229004 FIRST TRUST LOW DURATION OPPOR 223768 219821 FIRST TRUST MORNINGSTAR DIVIDE 38800 40179 FIRST TRUST SENIOR LOAN FUND 158973 149442 GENERAL MILLS INC 19971 15771 GENUINE PARTS COMPANY 12458 15171 HASBRO INC 19007 16250 HOME DEPOT INC 16958 17182 INGERSOL-RAND PLC 17181 18246 INTEL CORP 32330 33930 INTERNATIONAL BUSINESS MACHINE 30550 22734 ISHARES CORE MSCI EAFE ETF 28351 23650 ISHARES MRNGST SM GR 50966 49941 ISHARES S&P U.S. PREFERRED STO 103125 104093 ISHARES SHORT MATURITY BOND ET 49029 48703 ISHARES SHORT TERM CORPORATE B 239208 235685 JOHNSON & JOHNSON 45500 49684 KELLOGG CO 13034 11402 KIMBERLY CLARK CORP 22569 22788 LAMAR ADVERTISING CO CL A REIT 12243 13006 LYONDELLBASELL INDUSTRIES NV 20107 16632 MARATHON PETROLEUM CORP 19588 17703 MEDTRONIC PLC 16187 18192 MERCK & CO INC 16766 22923 MORGAN STANLEY PFD SER A 13321 11092 NEWMONT MINING CORP 21512 20790 NORTHERN TRUST CORPORATION 17607 16718 OPPENHEIMER SENIOR FLTG RATE F 153624 149797 PFIZER INC 10872 13924 PPL CORPORATION 18031 16998 PRINCIPAL FINANCIAL GROUP 8203 7421 PROCTER GAMBLE CO 14827 16638 REALTY INCOME CORP 10172 11032 SOUTHERN CO 27308 27011 THE COCA-COLA CO 11979 14016 TORONTO DOMINION 11557 9944 TWEEDY BROWNE GLOBAL VALUE FUN 35101 32971 UNITED PARCEL SERVICE 12210 12094 US BANCORP 20386 18280 VANGUARD DIVIDEND APPRECIATION 79687 93053 VANGUARD GROWTH ETF 212190 274032 VANGUARD HIGH DIV YIELD 66673 72141 VANGUARD SHORT TERM CORPORATE 248559 243329 VENTAS INC 24870 26073 VERIZON COMMUNICATIONS 11941 16810 WAL-MART STORES INC 10685 11271 WALT DISNEY HOLDINGS CO 21354 21930 WASTE MANAGEMENT INC 14319 14683 WELLS FARGO & CO 11585 11244 WISDOMTREE DEFA 33788 28612 WISDOMTREE DIV TOP 100 33797 30561 WISDOMTREE DYNAMIC CURRENCY HE 73767 71227 WISDOMTREE EMERGING MARKETS DI 21124 20909 WISDOMTREE EMERGING MARKETS EQ 20822 27021 WISDOMTREE INTL S/C DVD FUND 33768 27144 WISDOMTREE MIDCAP DIVIDEND F 69026 69428 WISDOMTREE SC DIV 22822 23941 WISDOMTREE TRUST WISDOMTREE US 192417 175513 E. CAMPO BELLO DR 53958 10380 43578 109138 BLDG IMPROVEMENTS 6173 3090 3083 6173 BLDG IMPROVEMENTS 5989 667 5322 5989 Administrative Fees 17387 17387 Bank Charges 15 15 Property insurance 750 750 State or Local Filing Fees 25 25 OUTSTANDING OPTIONS 28897 Investment Management Services 26004 26004 990-PF Estimated Tax for 2018 3300 990-PF Extension for 2017 1578