Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: BADGLEY, PHELPS AND BELL, INC.
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Jul 30, 2019
Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
ISHARES (464287465)
|
1,327,645 |
$87,266k |
|
MICROSOFT CORP (594918104)
|
379,179 |
$50,795k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
1,181,249 |
$49,270k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
229,435 |
$44,570k |
|
Amazon.com Inc (023135106)
|
23,513 |
$44,525k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
902,995 |
$38,404k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
239,131 |
$37,462k |
|
VISA INC COM CL A (92826C839)
|
180,086 |
$31,254k |
|
Apple Inc (037833100)
|
156,712 |
$31,016k |
|
JPMORGAN CHASE & CO (46625H100)
|
240,172 |
$26,851k |
|
Berkshire Hathaway, Inc. (084670702)
|
120,944 |
$25,782k |
|
JOHNSON & JOHNSON (478160104)
|
169,979 |
$23,675k |
|
Boeing Co/The (097023105)
|
58,905 |
$21,442k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
105,385 |
$21,169k |
|
COSTCO WHSL CORP (22160K105)
|
79,760 |
$21,077k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
369,180 |
$20,626k |
|
DANAHER CORP (235851102)
|
143,536 |
$20,514k |
|
CISCO SYSTEMS INC (17275R102)
|
371,649 |
$20,340k |
|
Facebook Inc (30303M102)
|
104,393 |
$20,148k |
|
NEXTERA ENERGY INC (65339F101)
|
97,267 |
$19,926k |
|
PROCTER & GAMBLE CO (742718109)
|
178,018 |
$19,520k |
|
DISNEY WALT CO (254687106)
|
137,271 |
$19,169k |
|
ECOLAB INC (278865100)
|
97,032 |
$19,158k |
|
PayPal Holdings Inc (70450Y103)
|
166,516 |
$19,059k |
|
FIDELITY NATL INFO (31620M106)
|
150,809 |
$18,501k |
|
HOME DEPOT INC (437076102)
|
86,198 |
$17,927k |
|
PFIZER INC (717081103)
|
410,496 |
$17,783k |
|
Thermo Fisher Scientific Inc (883556102)
|
60,549 |
$17,782k |
|
Netflix Inc (64110L106)
|
48,278 |
$17,733k |
|
ISHARES (464287630)
|
146,072 |
$17,602k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
121,684 |
$17,351k |
|
MCDONALDS CORP (580135101)
|
82,260 |
$17,082k |
|
salesforce.com Inc (79466L302)
|
107,932 |
$16,377k |
|
MEDTRONIC PLC (G5960L103)
|
168,038 |
$16,365k |
|
UNION PAC CORP (907818108)
|
93,834 |
$15,868k |
|
MARSH & MCLENNAN COS (571748102)
|
156,217 |
$15,583k |
|
HONEYWELL INTL INC (438516106)
|
88,313 |
$15,419k |
|
PROLOGIS INC (74340W103)
|
189,693 |
$15,194k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
116,626 |
$14,837k |
|
UNITEDHEALTH GRP INC (91324P102)
|
59,507 |
$14,520k |
|
FORTIVE CORPORATION (34959J108)
|
177,551 |
$14,474k |
|
AMGEN INC (031162100)
|
75,183 |
$13,855k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
87,908 |
$13,832k |
|
ALPHABET INC (02079K305)
|
12,606 |
$13,650k |
|
VERIZON COMMUNICATIONS (92343V104)
|
237,639 |
$13,576k |
|
Chevron Corp (166764100)
|
108,789 |
$13,538k |
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
102,568 |
$13,096k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
62,342 |
$12,746k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q209)
|
231,617 |
$12,614k |
|
LILLY ELI & CO (532457108)
|
113,663 |
$12,593k |
|
WALMART INC COM (931142103)
|
112,504 |
$12,431k |
|
Alphabet Inc (02079K107)
|
11,490 |
$12,420k |
|
Bank of America Corp. (060505104)
|
424,460 |
$12,309k |
|
SERVICENOW INC (81762P102)
|
44,544 |
$12,230k |
|
WEC ENERGY GROUP INC COM (92939U106)
|
144,505 |
$12,047k |
|
ISHARES (464287887)
|
65,874 |
$12,021k |
|
PEPSICO INC (713448108)
|
89,520 |
$11,739k |
|
MONDELEZ INTL INC (609207105)
|
214,603 |
$11,567k |
|
STRYKER CORP (863667101)
|
56,127 |
$11,539k |
|
CONSTELLATION BRANDS (21036P108)
|
58,078 |
$11,438k |
|
MARRIOTT INTL INC (571903202)
|
78,965 |
$11,078k |
|
ISHARES (464286665)
|
232,135 |
$10,964k |
|
Booking Holdings, Inc. (09857L108)
|
5,675 |
$10,639k |
|
EQUINIX INC (29444U700)
|
21,008 |
$10,594k |
|
WASTE MGMT INC DEL (94106L109)
|
91,180 |
$10,519k |
|
EOG Resources Inc (26875P101)
|
111,818 |
$10,417k |
|
GOLDMAN SACHS ETF TR (381430206)
|
303,027 |
$9,960k |
|
FIRST REPUBLIC BANK (33616C100)
|
96,266 |
$9,400k |
|
BROADCOM INC (11135F101)
|
32,404 |
$9,328k |
|
ESTEE LAUDER CO (518439104)
|
50,695 |
$9,283k |
|
PROGRESSIVE CORP (743315103)
|
114,648 |
$9,164k |
|
BB&T CORPORATION (054937107)
|
183,464 |
$9,014k |
|
DIGITAL RLTY TR INC (253868103)
|
75,165 |
$8,854k |
|
COSTAR GROUP INC (22160N109)
|
15,502 |
$8,589k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
47,743 |
$8,090k |
|
ADOBE INC (00724F101)
|
27,453 |
$8,089k |
|
MORGAN STANLEY (617446448)
|
181,751 |
$7,963k |
|
Exxon Mobil Corp (30231G102)
|
98,652 |
$7,560k |
|
SHERWIN WILLIAMS CO (824348106)
|
16,261 |
$7,452k |
|
PALO ALTO NETWORKS (697435105)
|
36,240 |
$7,384k |
|
LAM RESEARCH CORP (512807108)
|
38,207 |
$7,177k |
|
RAYTHEON (755111507)
|
36,605 |
$6,365k |
|
Valero Energy Corp (91913Y100)
|
71,446 |
$6,116k |
|
UNITED TECHNOLOGIES (913017109)
|
46,689 |
$6,079k |
|
DXC TECHNOLOGY CO (23355L106)
|
100,867 |
$5,563k |
|
HEALTHEQUITY INC COM (42226A107)
|
82,394 |
$5,389k |
|
Dow Inc (260557103)
|
109,112 |
$5,380k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
31,603 |
$4,914k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
29,574 |
$4,814k |
|
Schlumberger Ltd (806857108)
|
120,306 |
$4,781k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
12,644 |
$4,484k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
74,714 |
$3,810k |
|
ISHARES (464288612)
|
33,829 |
$3,798k |
|
STARBUCKS CORP (855244109)
|
38,331 |
$3,213k |
|
SYSCO CORP (871829107)
|
32,299 |
$2,284k |
|
ADP (053015103)
|
12,267 |
$2,028k |
|
Array Biopharma Inc (04269X105)
|
34,500 |
$1,598k |
|
INTEL CORP (458140100)
|
33,044 |
$1,582k |
|
ISHARES TR (464288240)
|
31,788 |
$1,486k |
|
US BANCORP DEL (902973304)
|
25,787 |
$1,351k |
|
ABBVIE INC (00287Y109)
|
17,210 |
$1,252k |
|
ABBOTT LABS (002824100)
|
14,766 |
$1,242k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
13,078 |
$1,166k |
|
3M CO (88579Y101)
|
6,025 |
$1,044k |
|
NESTLE S A (641069406)
|
9,080 |
$939k |
|
COLGATE PALMOLIVE CO (194162103)
|
12,996 |
$931k |
|
EPAM SYS INC COM USD0.001 (29414B104)
|
5,300 |
$917k |
|
PACCAR INC (693718108)
|
12,318 |
$883k |
|
COCA-COLA CO (191216100)
|
17,263 |
$879k |
|
CELGENE CORP (151020104)
|
9,055 |
$837k |
|
NAVISTAR INTL CORP COM (63934E108)
|
23,300 |
$803k |
|
UNIVERSAL DISPLAY CP (91347P105)
|
4,000 |
$752k |
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$742k |
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
12,737 |
$672k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
3,608 |
$667k |
|
MERCK & CO INC (58933Y105)
|
7,891 |
$662k |
|
SPDR SERIES TRUST (78464A474)
|
21,446 |
$660k |
|
SCHWEITZER-MAUDUIT INTL INC (808541106)
|
19,000 |
$630k |
|
ROPER TECHNOLOGIES (776696106)
|
1,715 |
$628k |
|
AVANOS MEDICAL INC (05350V106)
|
14,400 |
$628k |
|
ISHARES TR (464287176)
|
5,435 |
$628k |
|
NOVO-NORDISK AS (670100205)
|
11,806 |
$603k |
|
ACTIVISION BLIZZARD INC (00507V109)
|
12,498 |
$590k |
|
Vertex Pharmaceuticals Inc (92532F100)
|
3,160 |
$579k |
|
UNITED PARCEL SERVIC (911312106)
|
5,465 |
$564k |
|
SCHWAB STRATEGIC TR (808524805)
|
15,936 |
$511k |
|
Amcor Limited - Spons ADR (02341r302)
|
43,860 |
$504k |
|
AABA (021346101)
|
6,750 |
$468k |
|
Incyte Corp (45337C102)
|
5,400 |
$459k |
|
GILEAD SCIENCES INC (375558103)
|
6,651 |
$449k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
4,018 |
$447k |
|
BECTON DICKINSON (075887109)
|
1,773 |
$447k |
|
NOVARTIS AG (66987V109)
|
4,347 |
$397k |
|
GENERAL MILLS INC (370334104)
|
7,202 |
$378k |
|
EMERSON ELEC CO (291011104)
|
5,617 |
$375k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
4,482 |
$373k |
|
COMCAST CORP (20030N101)
|
8,318 |
$352k |
|
ISHARES TR (464288588)
|
3,270 |
$352k |
|
CVS HEALTH CORP (126650100)
|
6,062 |
$330k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,993 |
$326k |
|
CLOROX CO (189054109)
|
2,070 |
$317k |
|
PAYCHEX INC (704326107)
|
3,629 |
$299k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,696 |
$299k |
|
NOBLE ENERGY INC (655044105)
|
13,170 |
$295k |
|
BlackRock, Inc. (09247X101)
|
613 |
$288k |
|
AT&T INC (00206R102)
|
8,561 |
$287k |
|
First Trust Small Cap Core Alp (33734Y109)
|
4,667 |
$287k |
|
PHILIP MORRIS INTL (718172109)
|
3,648 |
$286k |
|
AFLAC INC (001055102)
|
5,120 |
$281k |
|
SEATTLE GENETICS INC (812578102)
|
4,050 |
$280k |
|
CORNING INCORPORATED (219350105)
|
8,435 |
$280k |
|
INVESCO EXCHNG TRADED FD TR (46138E727)
|
12,566 |
$271k |
|
ORACLE CORP (68389X105)
|
4,615 |
$263k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,563 |
$261k |
|
LOWES CO (548661107)
|
2,577 |
$260k |
|
MASTERCARD INC (57636Q104)
|
976 |
$258k |
|
TEXAS INSTRUMENTS (882508104)
|
2,235 |
$256k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
8,576 |
$237k |
|
EXELIXIS INC (30161Q104)
|
11,000 |
$235k |
|
QUALCOMM INC (747525103)
|
3,073 |
$234k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
4,412 |
$234k |
|
ISHARES TR (464288406)
|
1,460 |
$230k |
|
VANGUARD INDEX FDS (922908652)
|
1,941 |
$230k |
|
ROCHE HLDGS LTD SPONSORED ADR (771195104)
|
6,400 |
$225k |
|
Banner Corp (06652V208)
|
4,131 |
$224k |
|
FISERV INC (337738108)
|
2,400 |
$219k |
|
ALTRIA GROUP INC (02209S103)
|
4,506 |
$213k |
|
Caterpillar Inc (149123101)
|
1,563 |
$213k |
|
ASSOCIATED BANC CORP (045487105)
|
10,000 |
$211k |
|
COGNIZANT TECH SOLNS (192446102)
|
3,264 |
$207k |
|
Trilogy International Partners (89621t108)
|
10,000 |
$25k |
|
Muchas personas han sido quemadas por fraudes y esquemas de Ponzi. Así que creamos este sitio web para ayudarlo a usted, el potencial inversionista, a obtener los datos, encontrar lo mejor y evitar el fraude y los esquemas Ponzi.
Toda la información proporcionada en este sitio web se proporciona sin garantía y con fines únicamente informativos.
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