Gemeldete Bestände von
Huber Financial Advisors LLC

Legal Name: HUBER FINANCIAL ADVISORS, LLC

Berichtszeitraum: Jun 30, 2019
Gültigkeitsdatum: Aug 5, 2019

Sicherheit	Gehaltene Aktien / Nennbetrag	Marktwert	Möglichkeit
WISDOMTREE TR (97717X669)	867,631	$37,872k
ISHARES TR (46432F396)	319,055	$37,840k
VANGUARD CHARLOTTE FDS (92203J407)	602,411	$34,518k
FIRST TR EXCHANGE TRADED FD (33738D101)	677,404	$17,037k
WISDOMTREE TR (97717W562)	280,334	$10,058k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)	214,632	$8,952k
LITTELFUSE INC (537008104)	20,596	$3,644k
Apple Inc (037833100)	16,130	$3,192k
WISDOMTREE TR (97717X511)	56,942	$2,918k
NUVEEN QUALITY MUNCP INCOME (67066V101)	178,896	$2,505k
MICROSOFT CORP (594918104)	18,623	$2,495k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	16,397	$2,461k
SPDR INDEX SHS FDS (78463X749)	46,540	$2,322k
NUVEEN AMT FREE QLTY MUN INC (670657105)	165,216	$2,282k
Schwab Aggregate Bond ETF (SCH (808524839)	42,644	$2,260k
WisdomTree Dynamic Ccy Hdgd In (97717X263)	58,459	$1,696k
Aon, PLC (G0408V102)	8,713	$1,682k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)	17,931	$1,567k
SCHWAB STRATEGIC TR (808524102)	22,029	$1,554k
NUVEEN MUNICIPAL CREDIT INC (67070X101)	98,438	$1,550k
SCHWAB STRATEGIC TR (808524805)	43,566	$1,398k
SCHWAB STRATEGIC TR SCHWAB (808524763)	36,242	$1,366k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	31,744	$1,350k
SSGA ACTIVE ETF TR (78467V848)	26,687	$1,310k
Deere & Co (244199105)	7,089	$1,175k
VANGUARD GROUP (921908844)	10,135	$1,167k
ABBOTT LABS (002824100)	13,759	$1,157k
SPDR Nuveen Bloomberg Municipa (78468R721)	21,685	$1,087k
ELEMENT SOLUTIONS (28618M106)	99,572	$1,030k
ALLSTATE CORP (020002101)	10,046	$1,022k
AMGEN INC (031162100)	5,180	$955k
STEPAN CO (858586100)	10,278	$945k
VANGUARD INDEX FDS SML CP GRW ETF (922908595)	5,019	$935k
VANGUARD INDEX FDS SM CP VAL ETF (922908611)	7,009	$915k
SCHWAB STRATEGIC TRUST (808524730)	30,941	$889k
AT&T INC (00206R102)	25,565	$857k
ISHARES TR (46434V274)	32,191	$845k
ISHARES TR (46432F388)	10,375	$842k
BOX INC (10316T104)	47,470	$836k
ISHARES TR CORE MSCI EAFE (46432F842)	13,593	$835k
SCHWAB STRATEGIC TR SCHWAB (808524771)	20,833	$815k
WALGREENS BOOTS ALLI (931427108)	14,034	$767k
Berkshire Hathaway, Inc. (084670702)	3,579	$763k
PFIZER INC (717081103)	16,303	$706k
Pimco Muni Income C (72200r107)	48,151	$696k
Facebook Inc (30303M102)	3,288	$635k
UNITEDHEALTH GRP INC (91324P102)	2,544	$621k
SCHWAB STRATEGIC TR (808524706)	23,469	$616k
ILLINOIS TOOL WORKS (452308109)	4,079	$615k
Schwab US Tips ETF (SCHP) (808524870)	10,506	$592k
EXELON CORP (30161N101)	11,867	$569k
VANGUARD MUN BD FD INC (922907746)	10,536	$559k
INTEL CORP (458140100)	11,494	$550k
ISHARES TR (46434V282)	17,182	$546k
PEPSICO INC (713448108)	4,041	$530k
ADP (053015103)	3,200	$529k
Papa Johns Intl Inc (698813102)	11,586	$518k
Exxon Mobil Corp (30231G102)	6,695	$513k
VANGUARD INDEX FDS GROWTH ETF (922908736)	3,076	$503k
SCHWAB STRATEGIC TR (808524755)	18,016	$502k
American Financial Group, Inc. (025932104)	4,797	$492k
DISNEY WALT CO (254687106)	3,520	$492k
ALARM.COM HOLDINGS INC (011642105)	9,048	$484k
VANGUARD WHITEHALL FDS INC (921946406)	5,455	$477k
VANGUARD INTL EQUITY INDEX FD (922042676)	7,794	$460k
PIMCO ETF TR (72201R775)	4,182	$450k
CISCO SYSTEMS INC (17275R102)	7,973	$436k
FIRST INDUSTRIAL RLT (32054K103)	10,915	$401k
INTL BUSINESS MCHN (459200101)	2,893	$399k
ISHARES TR RUSSELL 2000 ETF (464287655)	2,528	$393k
Bristol-Myers Squibb Co (110122108)	8,644	$392k
ISHARES TR CORE S&P500 ETF (464287200)	1,327	$391k
ISHARES RUS (464287689)	2,207	$380k
MOTOROLA SOLUTIONS (620076307)	2,265	$378k
ALPS ALERIAN MLP ETF (00162Q866)	37,714	$371k
ISHARES TR RUS 1000 GRW ETF (464287614)	2,344	$369k
HOME DEPOT INC (437076102)	1,749	$364k
JPMORGAN CHASE & CO (46625H100)	3,154	$353k
OLD NATL BANCORP IND (680033107)	21,303	$353k
SPDR S&P 500 ETF TR TR UNIT (78462F103)	1,199	$351k
JOHNSON & JOHNSON (478160104)	2,456	$342k
WISDOMTREE TRUST (97717X628)	13,553	$340k
ISHARES TR (46435G672)	6,051	$330k
American Express Co. (025816109)	2,665	$329k
ISHARES TR (46434V613)	5,769	$298k
ORACLE CORP (68389X105)	5,188	$296k
PIMCO ETF TR (72201R833)	2,902	$295k
ISHARES TR NATIONAL MUN ETF (464288414)	2,580	$292k
EDWARDS LIFESCIENCE (28176E108)	1,550	$286k
VERIZON COMMUNICATIONS (92343V104)	4,976	$284k
ISHARES (464287465)	4,289	$282k
DESPEGAR COM CORP (G27358103)	20,100	$279k
ISHARES TR CORE US AGGBD ET (464287226)	2,507	$279k
CELGENE CORP (151020104)	3,000	$277k
HFF INC (40418F108)	6,075	$276k
CIMPRESS N V (N20146101)	2,975	$270k
AEP (025537101)	3,045	$268k
HEICO Corp (422806109)	2,000	$268k
ZUORA INC COM CL A (98983V106)	17,455	$267k
PROCTER & GAMBLE CO (742718109)	2,340	$257k
Bank of America Corp. (060505104)	8,831	$256k
WELLS FARGO CO NEW (949746101)	5,384	$255k
BAXTER INTL INC (071813109)	3,060	$251k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)	3,481	$249k
Boeing Co/The (097023105)	671	$244k
ISHARES TR CORE S&P MCP ETF (464287507)	1,210	$235k
WALMART INC COM (931142103)	2,102	$232k
TEXAS INSTRUMENTS (882508104)	1,920	$220k
MERCK & CO INC (58933Y105)	2,612	$219k
Chevron Corp (166764100)	1,748	$218k
Lockheed Martin Corp (539830109)	600	$218k
ISHARES (464288273)	3,653	$210k
HONEYWELL INTL INC (438516106)	1,160	$203k
Alphabet Inc (02079K107)	185	$200k
ELF BEAUTY INC (26856L103)	11,617	$164k
ANNALY CAP MGMT INC (035710409)	10,989	$100k
COMSCORE INC (20564W105)	19,194	$99k
ABBVIE INC (00287Y109)	1,000	$73k	Put
SOLIGENIX INC (834223307)	10,000	$7k

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Gemeldete Bestände von
Huber Financial Advisors LLC