Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: FULCRUM CAPITAL, LLC
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Jul 29, 2019
| Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
444,686 |
$27,304k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
77,919 |
$15,137k |
|
|
MICROSOFT CORP (594918104)
|
94,145 |
$12,612k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
35,784 |
$10,547k |
|
|
Apple Inc (037833100)
|
52,887 |
$10,467k |
|
|
DISNEY WALT CO (254687106)
|
66,174 |
$9,241k |
|
|
ALPHABET INC (02079K305)
|
7,419 |
$8,033k |
|
|
BlackRock, Inc. (09247X101)
|
17,103 |
$8,026k |
|
|
CME GROUP INC (12572Q105)
|
38,975 |
$7,565k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
132,424 |
$7,399k |
|
|
STARBUCKS CORP (855244109)
|
87,016 |
$7,295k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
63,727 |
$7,125k |
|
|
Facebook Inc (30303M102)
|
35,789 |
$6,907k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
39,477 |
$6,689k |
|
|
WASTE MGMT INC DEL (94106L109)
|
57,710 |
$6,658k |
|
|
ADOBE INC (00724F101)
|
21,363 |
$6,295k |
|
|
PROCTER & GAMBLE CO (742718109)
|
56,805 |
$6,229k |
|
|
PEPSICO INC (713448108)
|
46,898 |
$6,150k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
25,070 |
$6,117k |
|
|
MASTERCARD INC (57636Q104)
|
22,891 |
$6,055k |
|
|
ZOETIS INC (98978V103)
|
52,000 |
$5,901k |
|
|
JOHNSON & JOHNSON (478160104)
|
41,953 |
$5,843k |
|
|
ABBOTT LABS (002824100)
|
69,251 |
$5,824k |
|
|
SPDR SERIES TRUST (78464A870)
|
64,875 |
$5,690k |
|
|
V F CORP (918204108)
|
62,884 |
$5,493k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
28,771 |
$5,315k |
|
|
ECOLAB INC (278865100)
|
26,257 |
$5,184k |
|
|
TRAVELERS CO(THE) (89417E109)
|
33,992 |
$5,083k |
|
|
XYLEM INC (98419M100)
|
56,394 |
$4,717k |
|
|
FIRST SOLAR (336433107)
|
69,661 |
$4,575k |
|
|
PayPal Holdings Inc (70450Y103)
|
39,493 |
$4,520k |
|
|
Linde PLC (G5494J103)
|
21,912 |
$4,400k |
|
|
PARKER HANNIFIN CORP (701094104)
|
25,828 |
$4,391k |
|
|
Amazon.com Inc (023135106)
|
2,231 |
$4,225k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
10,628 |
$2,405k |
|
|
ISHARES (464287465)
|
36,446 |
$2,396k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
7,463 |
$2,187k |
|
|
Alphabet Inc (02079K107)
|
1,862 |
$2,013k |
|
|
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (78470E106)
|
24,045 |
$1,631k |
|
|
PACCAR INC (693718108)
|
16,177 |
$1,159k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
5,190 |
$959k |
|
|
FLUOR CORPORATION (343412102)
|
28,127 |
$948k |
|
|
ISHARES (464287234)
|
19,470 |
$835k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
5,000 |
$750k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
12,782 |
$544k |
|
|
Zumiez Inc. (989817101)
|
20,470 |
$534k |
|
|
Boeing Co/The (097023105)
|
1,090 |
$397k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
3,786 |
$382k |
|
|
VISA INC COM CL A (92826C839)
|
1,997 |
$347k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
8,068 |
$337k |
|
|
ALLSTATE CORP (020002101)
|
3,094 |
$315k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,075 |
$284k |
|
|
CVS HEALTH CORP (126650100)
|
5,100 |
$278k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,521 |
$254k |
|
|
SPDR SER TR (78468R739)
|
5,000 |
$245k |
|
|
AMGEN INC (031162100)
|
1,150 |
$212k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,157 |
$210k |
|
|
ORACLE CORP (68389X105)
|
3,600 |
$205k |
|
|
F5 NETWORKS INC (315616102)
|
1,400 |
$204k |
|
|
ALDER BIOPHARMACEUTICALS INC (014339105)
|
10,750 |
$127k |
|
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