Gemeldete Bestände von
Wealthplan Partners Inc

Legal Name: WEALTHPLAN PARTNERS, INC.

Berichtszeitraum: Jun 30, 2019
Gültigkeitsdatum: Aug 19, 2019

Sicherheit	Gehaltene Aktien / Nennbetrag	Marktwert
ISHARES TR (46429B697)	433,087	$27,410k
FIRST TR EXCH TRADED FD III (33739P103)	599,940	$24,370k
JPMORGAN CHASE & CO (46625H100)	89,790	$9,818k
PIMCO ETF TR (72201R833)	79,545	$8,084k
SELECT SECTOR SPDR (81369Y803)	85,626	$6,799k
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)	129,247	$6,780k
Alphabet Inc (02079K107)	5,639	$6,751k
C H Robinson Worldwide (12541W209)	77,607	$6,568k
Archer-Daniels-Midland Co (039483102)	166,088	$6,271k
EMERSON ELEC CO (291011104)	99,758	$5,905k
ISHARES TR CORE S&P500 ETF (464287200)	19,770	$5,818k
CINCINNATI FINL CORP (172062101)	51,311	$5,681k
WISDOMTREE TR (97717X511)	95,334	$4,982k
COSTCO WHSL CORP (22160K105)	17,372	$4,799k
SPDR SERIES TRUST (78464A508)	151,564	$4,695k
CASEYS GEN STORES INC (147528103)	27,649	$4,606k
ALTRIA GROUP INC (02209S103)	97,287	$4,551k
FIRST TR EXCHANGE TRADED FD (33739Q408)	72,140	$4,337k
UNION PAC CORP (907818108)	25,129	$4,241k
3M CO (88579Y101)	24,930	$4,110k
MICROSOFT CORP (594918104)	27,337	$3,789k
Amazon.com Inc (023135106)	1,903	$3,472k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	22,956	$3,425k
CONSTELLATION BRANDS (21036P108)	17,415	$3,423k
Boeing Co/The (097023105)	7,121	$2,370k
UNDER ARMOUR INC (904311206)	117,129	$2,088k
ISHARES TR CORE US AGGBD ET (464287226)	13,488	$1,523k
WALMART INC COM (931142103)	12,715	$1,366k
AMGEN INC (031162100)	5,394	$1,112k
INNOVATOR ETFS TR (45782C797)	41,755	$1,042k
JPMORGAN DISCIPLINED HIGH YIELD ETF (46641Q878)	18,806	$960k
MCDONALDS CORP (580135101)	4,279	$940k
BP PLC (055622104)	25,160	$936k
INVESCO EXCHNG TRADED FD TR (46138E446)	31,791	$819k
DISNEY WALT CO (254687106)	5,976	$819k
Chevron Corp (166764100)	6,496	$795k
WISDOMTREE TR (97717W604)	30,286	$787k
CISCO SYSTEMS INC (17275R102)	14,139	$745k
HOME DEPOT INC (437076102)	3,507	$731k
ISHARES TR (464288257)	9,123	$659k
DIAGEO P L C (25243Q205)	3,857	$632k
STARBUCKS CORP (855244109)	6,246	$604k
DOVER CORP (260003108)	6,507	$594k
INVESCO EXCHNG TRADED FD TR (46138G870)	23,506	$592k
Berkshire Hathaway, Inc. (084670702)	2,901	$577k
SCHWAB STRATEGIC TR (808524706)	22,611	$558k
ISHARES TR CORE S&P TTL STK (464287150)	8,167	$542k
MERCK & CO INC (58933Y105)	6,005	$517k
Bristol-Myers Squibb Co (110122108)	8,659	$403k
General Motors Co (37045V100)	9,921	$387k
MARKEL CORP (570535104)	327	$375k
MONDELEZ INTL INC (609207105)	5,773	$315k
FIRST TR EXCHANGE TRADED FD (33738R506)	9,765	$299k
Invesco FTSE RAFI US 1000 Port (46137V613)	2,492	$286k
VANGUARD WHITEHALL FDS INC (921946406)	3,244	$280k
ISHARES TR S&P 500 VAL ETF (464287408)	2,242	$259k
ISHARES TR (464287457)	2,990	$254k
KINDER MORGAN INC (49456B101)	11,485	$236k
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (78468R804)	2,111	$233k
ISHARES FLT (46429B655)	4,323	$220k
AGNC INVT CORP (00123Q104)	12,728	$213k
GREEN PLAINS PARTNERS LP (393221106)	13,553	$178k
SPDR Inv't Grade Floating Rate (78468R200)	5,400	$166k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	3,553	$143k
ISHARES TR CORE DIV GRWTH (46434V621)	2,737	$104k
VANGUARD SCOTTSDALE FDS (92206C771)	1,909	$101k
TWITTER INC (90184LAB8)	95,000	$95k
UNITEDHEALTH GRP INC (91324P102)	250	$62k
VANGUARD INDEX FDS VALUE ETF (922908744)	427	$47k
ISHARES (464288885)	558	$44k
NEXTERA ENERGY INC (65339F101)	200	$43k
FORD MOTOR CO (345370860)	3,800	$35k
ISHARES (464287234)	656	$26k
US BANCORP DEL (902973304)	143	$8k
ABBOTT LABS (002824100)	52	$5k
Nucor Corp (670346105)	81	$4k
LAMB WESTON HLDGS (513272104)	63	$4k
CULLEN FROST BANKERS (229899109)	34	$3k
BUCKLE INC (118440106)	185	$3k
ISHARES (464287168)	25	$2k

Gemeldete Bestände von Wealthplan Partners Inc

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Gemeldete Bestände von
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