Gemeldete Bestände von
Intercontinental Wealth Advisors LLC

Legal Name: INTERCONTINENTAL WEALTH ADVISORS, LLC

Berichtszeitraum: Jun 30, 2019
Gültigkeitsdatum: Aug 2, 2019

Sicherheit	Gehaltene Aktien / Nennbetrag	Marktwert
SPDR S&P 500 ETF TR TR UNIT (78462F103)	103,577	$30,348k
INVESCO QQQ TR UNIT SER 1 (46090E103)	147,896	$27,618k
SPDR DOW JONES INDL (78467X109)	37,060	$9,852k
WISDOMTREE TR (97717X701)	83,092	$5,498k
ISHARES TR RUSSELL 2000 ETF (464287655)	28,215	$4,387k
WISDOMTREE TR (97717W851)	85,919	$4,184k
ISHARES INC (46434G822)	62,564	$3,415k
ISHARES TR RUS 1000 GRW ETF (464287614)	21,672	$3,410k
DIMENSIONAL GLOBAL CORE EQUITY (G27610651)	160,064	$3,240k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)	8,593	$3,047k
ISHARES (464287465)	44,288	$2,911k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	63,715	$2,710k
COHEN & STEERS LOW DUR PREF AN (19249l302)	259,804	$2,595k
ISHARES TR (464287861)	47,227	$2,081k
ISHARES (464287234)	44,885	$1,926k
ISHAR (464286509)	40,685	$1,164k
ISHARES TR CORE S&P500 ETF (464287200)	3,191	$941k
VANGUARD INTL EQUITY INDEX F (922042874)	15,912	$874k
FIRST TR NASDAQ100 TECH INDE (337345102)	8,990	$769k
ISHS CR MSCI EM ACCUM PTG SHS (G49507836)	26,450	$748k
VIRTUS GF U.S. SMALL CAP FOCUS (G9373W177)	32,050	$695k
ISHARES TR (46429B697)	8,908	$550k
ISHARES (46429B671)	8,694	$517k
Wisdomtree Small Emerging Mark (97717W281)	10,095	$475k
ISHARES TR (46429B606)	19,868	$472k
ISHARES (464287887)	2,334	$426k
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)	7,147	$415k
INVESCO EXCHANGETRAD (46137V357)	3,775	$407k
ABBVIE INC (00287Y109)	4,860	$353k
WISDOMTREE TR (97717W778)	5,385	$333k
ISHARES TR CORE S&P MCP ETF (464287507)	1,450	$282k
ISHARES (464287630)	1,970	$237k
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)	7,135	$197k
USAA INTERNATIONAL FUND (903287308)	5,834	$178k
ISHARES TR CORE S&P TTL STK (464287150)	2,655	$177k
ISHARES TR (46434V282)	4,987	$158k
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)	2,550	$152k
ISHARES (464286582)	1,975	$135k
ISHARES (464287184)	3,125	$134k
USAA GROWTH FUND (903288108)	3,757	$118k
ISHARES TR (46434V803)	3,580	$107k
ISHARES RUS (464287689)	615	$106k
USAA SMALL-CAP STOCK FUND (903288850)	5,070	$84k
CHINA FD INC (169373107)	4,133	$84k
ISHARES INC (464286533)	1,344	$79k
ISHARES (464286806)	2,649	$74k
ISHARES (464287168)	748	$74k
FRANKLIN SMALL CAP GROWTH FUND (354713646)	4,114	$71k
ISHARES (464287556)	580	$63k
FRANKLIN INCOME FUND ADVISOR C (353496847)	24,051	$55k
MFS INTERNATIONAL DIVERSIFICAT (55273G298)	2,729	$55k
INVESTEC GSF GLOBAL FRANCHISE (L5447Q208)	690	$44k
USAA EMERGING MARKETS FUND (903287803)	2,118	$39k
JPMORGAN CHASE & CO DEPOSITARY (481246700)	1,500	$39k
3M CO (88579Y101)	200	$35k
PRUDENTIAL PLC JR SUB PFD SER (G7293H114)	1,300	$34k
INVESCO EXCHANGE TRADED FD T (46137V340)	745	$32k
WASHINGTON MUTUAL INVESTORS FU (939330775)	615	$28k
AMERICAN NEW PERSPECTIVE FD F3 (648018778)	605	$27k
Wells Fargo 6.00 Perpetual (949746366)	1,000	$26k
DFA U.S. LARGE CAP GROWTH FUND (23320G281)	1,209	$26k
SPDR S&P China ETF (78463X400)	259	$25k
ISHARES MSCI FRANCE ETF (464286707)	801	$25k
SELECT SECTOR SPDR (81369Y803)	309	$24k
ISHARES INC (464286764)	825	$24k
ISHARES TR (46435G334)	739	$24k
INVESCO EXCHANGE TRADED FD T (46137V621)	1,250	$23k
ISHARES INC (464286772)	375	$22k
INDIA FD INC (454089103)	989	$21k
MORGAN STANLEY DEP SHS REPSTG (61761J406)	750	$20k
FIDELITY ADVISOR EQUITY INCOME (315808105)	670	$20k
BLACKROCK ENHNCD EQ (09251A104)	2,045	$18k
CULLEN GLOBAL ENHANCED EQUITY (G2601U840)	1,804	$18k
WISDOMTREE TR ITL HDG QTLY DIV (97717X594)	500	$16k
ETF MANAGERS TR (26924G409)	345	$16k
INVESCO SMALL CAP DISCOVERY FU (00142J172)	1,489	$16k
FIDELITY ADVISOR LEVERAGED COM (315805374)	364	$14k
ISHARES (464286665)	300	$14k
WELLS FARGO & CO NEW DEP SHS R (949746556)	400	$11k
AMERICAN FUNDS DEVELOPING WORL (02630F779)	1,059	$11k
ISHARES (464288273)	185	$11k
ABBOTT LABS (002824100)	120	$10k
Citigroup Inc (172967358)	346	$10k
ISHARES INC (464286400)	225	$10k
VOYA GLOBAL ADVANTAGE & PREM O (92912R104)	850	$9k
AMG YACKTMAN FUND CLASS I (00170K588)	402	$8k
FIDELITY BLUE CHIP GROWTH FUND (316389303)	65	$7k
ISHARES INC CORE MSCI EMKT (46434G103)	145	$7k
TELEPHONE & DATA SYSTEMS INC P (879433837)	254	$6k
TELEPHONE & DATA SYS INC SR NT (879433845)	254	$6k
FIDELITY OTC PORTFOLIO (316389105)	514	$6k
FIDELITY OVERSEAS FUND (316343102)	125	$6k
FIDELITY VALUE DISCOVERY FUND (316345503)	198	$6k
VANGUARD TARGET RETIREMENT 205 (92202E862)	129	$5k
FIDELITY BLUE CHIP VALUE FUND (316389857)	233	$5k
FIDELITY LOW PRICED STOCK FUND (316345305)	103	$5k
FIDELITY VALUE FUND (316464106)	463	$5k
FIDELITY SELECT BIOTECHNOLOGY (316390772)	117	$2k
FIDELITY SELECT ENERGY PORTFOL (316390103)	54	$2k
ISHARES INC (464286608)	8	$0k

Gemeldete Bestände von Intercontinental Wealth Advisors LLC

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Gemeldete Bestände von
Intercontinental Wealth Advisors LLC