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Legal Name: STOKES & HUBBELL CAPITAL MANAGEMENT, LLC
Berichtszeitraum:
Mar 31, 2019
Gültigkeitsdatum:
Apr 24, 2019
| Sicherheit |
Gehaltene Aktien / Nennbetrag |
Marktwert |
Möglichkeit |
|
VANGUARD GROUP (921908844)
|
778,278 |
$85,330k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
252,551 |
$16,264k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
177,647 |
$15,432k |
|
|
JOHNSON & JOHNSON (478160104)
|
103,138 |
$14,418k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
282,324 |
$14,159k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
72,105 |
$13,657k |
|
|
Apple Inc (037833100)
|
70,634 |
$13,417k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
208,670 |
$12,681k |
|
|
Chevron Corp (166764100)
|
100,385 |
$12,365k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
80,135 |
$11,596k |
|
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
183,805 |
$11,186k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
121,077 |
$10,371k |
|
|
Exxon Mobil Corp (30231G102)
|
128,198 |
$10,358k |
|
|
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100)
|
180,570 |
$9,110k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
175,496 |
$9,075k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
88,436 |
$8,791k |
|
|
MICROSOFT CORP (594918104)
|
53,199 |
$6,274k |
|
|
DISNEY WALT CO (254687106)
|
55,230 |
$6,132k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
21,406 |
$6,091k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
28,628 |
$5,751k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
22,055 |
$5,724k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
133,579 |
$5,677k |
|
|
PEPSICO INC (713448108)
|
43,507 |
$5,332k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
69,126 |
$5,058k |
|
|
INTEL CORP (458140100)
|
92,723 |
$4,979k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
44,691 |
$4,821k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
57,402 |
$4,578k |
|
|
ISHARES TR (46434V407)
|
97,770 |
$4,567k |
|
|
Alphabet Inc (02079K107)
|
3,752 |
$4,402k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
57,028 |
$4,400k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
72,732 |
$4,301k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
26,770 |
$4,187k |
|
|
Facebook Inc (30303M102)
|
24,755 |
$4,126k |
|
|
PFIZER INC (717081103)
|
96,820 |
$4,112k |
|
|
PROCTER & GAMBLE CO (742718109)
|
38,830 |
$4,040k |
|
|
PHILIP MORRIS INTL (718172109)
|
43,637 |
$3,857k |
|
|
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL (921932778)
|
28,843 |
$3,675k |
|
|
STARBUCKS CORP (855244109)
|
48,832 |
$3,630k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
62,251 |
$3,615k |
|
|
ISHARES (464287879)
|
24,239 |
$3,576k |
|
|
ISHARES TR (46435G409)
|
146,582 |
$3,482k |
|
|
ABBVIE INC (00287Y109)
|
43,114 |
$3,475k |
|
|
AT&T INC (00206R102)
|
110,525 |
$3,466k |
|
|
ABBOTT LABS (002824100)
|
43,013 |
$3,438k |
|
|
CISCO SYSTEMS INC (17275R102)
|
62,087 |
$3,352k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
24,318 |
$3,131k |
|
|
Vanguard Mega Cap (921910873)
|
30,869 |
$3,016k |
|
|
HOME DEPOT INC (437076102)
|
14,841 |
$2,848k |
|
|
Vanguard International Dividen (921946810)
|
41,204 |
$2,662k |
|
|
ORACLE CORP (68389X105)
|
49,164 |
$2,641k |
|
|
ISHARES (464287705)
|
16,803 |
$2,638k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
21,725 |
$2,199k |
|
|
NIKE INC (654106103)
|
25,621 |
$2,158k |
|
|
DIAGEO P L C (25243Q205)
|
11,694 |
$1,913k |
|
|
ALTRIA GROUP INC (02209S103)
|
32,858 |
$1,887k |
|
|
Bristol-Myers Squibb Co (110122108)
|
37,752 |
$1,801k |
|
|
ISHARES (464287465)
|
27,532 |
$1,786k |
|
|
BlackRock, Inc. (09247X101)
|
4,033 |
$1,724k |
|
|
WALMART INC COM (931142103)
|
17,241 |
$1,681k |
|
|
Boeing Co/The (097023105)
|
4,347 |
$1,658k |
|
|
SYSCO CORP (871829107)
|
23,772 |
$1,587k |
|
|
COCA-COLA CO (191216100)
|
32,412 |
$1,519k |
|
|
WELLS FARGO CO NEW (949746101)
|
30,903 |
$1,493k |
|
|
SPDR DOW JONES INDL (78467X109)
|
5,756 |
$1,492k |
|
|
Amazon.com Inc (023135106)
|
832 |
$1,482k |
|
|
ISHARES (464288448)
|
45,321 |
$1,399k |
|
|
CVS HEALTH CORP (126650100)
|
23,405 |
$1,262k |
|
|
MONDELEZ INTL INC (609207105)
|
25,093 |
$1,253k |
|
|
MCDONALDS CORP (580135101)
|
6,553 |
$1,244k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
11,308 |
$1,217k |
|
|
BARCLAYS BK PLC (06740L444)
|
76,970 |
$1,191k |
|
|
ENERGY TRANSFER LP (29273V100)
|
70,825 |
$1,089k |
|
|
ALPHABET INC (02079K305)
|
845 |
$994k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
17,876 |
$932k |
|
|
INTL BUSINESS MCHN (459200101)
|
6,522 |
$920k |
|
|
SOUTHERN CO (842587107)
|
16,406 |
$848k |
|
|
COMCAST CORP (20030N101)
|
20,560 |
$822k |
|
|
EMERSON ELEC CO (291011104)
|
11,599 |
$794k |
|
|
VANGUARD INDEX FDS (922908652)
|
6,423 |
$742k |
|
|
L BRANDS INC (501797104)
|
26,458 |
$730k |
|
|
JD.com Inc (47215P106)
|
23,130 |
$697k |
|
|
ISHARES TR (464287119)
|
3,491 |
$638k |
|
|
NUVEEN MUNICIPAL CREDIT INC (67070X101)
|
41,951 |
$632k |
|
|
GENERAL MILLS INC (370334104)
|
12,073 |
$625k |
|
|
GENERAL DYNAMICS (369550108)
|
3,672 |
$622k |
|
|
VISA INC COM CL A (92826C839)
|
3,863 |
$603k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
10,534 |
$587k |
|
|
ISHARES RUS (464287689)
|
3,500 |
$583k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
2,565 |
$562k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
4,640 |
$549k |
|
|
ISHARES TR (464287671)
|
8,586 |
$518k |
|
|
3M CO (88579Y101)
|
2,460 |
$511k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,750 |
$494k |
|
|
SMUCKER J M CO (832696405)
|
4,244 |
$494k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,995 |
$483k |
|
|
LILLY ELI & CO (532457108)
|
3,575 |
$464k |
|
|
AFLAC INC (001055102)
|
9,182 |
$459k |
|
|
DOMINION ENERGY INC (25746U109)
|
5,875 |
$450k |
|
|
Netflix Inc (64110L106)
|
1,246 |
$444k |
|
|
CINTAS CORP (172908105)
|
2,146 |
$434k |
|
|
ISHARES TR (464289867)
|
9,679 |
$433k |
|
|
ConocoPhillips (20825C104)
|
6,257 |
$418k |
|
|
BAXTER INTL INC (071813109)
|
4,986 |
$405k |
|
|
INVESTAR HLDG CORP (46134L105)
|
17,114 |
$389k |
|
|
DowDuPont, Inc. (26078j100)
|
7,134 |
$380k |
|
|
EXACT SCIENCES CORP (30063P105)
|
4,300 |
$372k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
3,502 |
$371k |
|
|
ZOETIS INC (98978V103)
|
3,639 |
$366k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,149 |
$361k |
|
|
NAVISTAR INTL CORP COM (63934E108)
|
11,005 |
$355k |
|
|
ZIMMER BIOMET HLDGS (98956P102)
|
2,696 |
$344k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,065 |
$332k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
3,825 |
$332k |
|
|
ISHARES TR (46434VBK5)
|
12,750 |
$315k |
|
|
ISHARES TR (46434VBD1)
|
12,550 |
$312k |
|
|
KRAFT HEINZ CO (500754106)
|
9,216 |
$301k |
|
|
LAM RESEARCH CORP (512807108)
|
1,536 |
$275k |
|
|
ISHARES TR (46434VAX8)
|
10,600 |
$265k |
|
|
VANGUARD INTL EQUITY (922042718)
|
2,548 |
$265k |
|
|
MERCK & CO INC (58933Y105)
|
3,099 |
$258k |
|
|
ISHARES (464287796)
|
7,135 |
$257k |
|
|
DUKE ENERGY CORP (26441C204)
|
2,626 |
$236k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
3,165 |
$234k |
|
|
ISHARES TR (46434VAQ3)
|
9,000 |
$227k |
|
|
Royal Dutch Shell PLC (780259206)
|
3,609 |
$226k |
|
|
ENBRIDGE INC (29250N105)
|
6,236 |
$226k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,249 |
$224k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,477 |
$224k |
|
|
EATON CORPORATION (G29183103)
|
2,705 |
$218k |
|
|
PROSHARES TR (74347B201)
|
6,637 |
$214k |
|
|
US BANCORP DEL (902973304)
|
4,414 |
$213k |
|
|
GENERAL ELECTRIC CO (369604103)
|
17,796 |
$178k |
|
|
NUVEEN MUN VALUE FD INC (670928100)
|
11,831 |
$118k |
|
|
TITAN INTL INC (88830M102)
|
12,000 |
$72k |
|
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