Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: SEQUOIA WEALTH MANAGEMENT, LLC
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Aug 6, 2019
| Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
|
ISHARES TR (46429B697)
|
213,577 |
$13,439k |
|
|
ISHARES INC (464286525)
|
135,509 |
$12,567k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
63,095 |
$12,111k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
103,402 |
$11,209k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G102)
|
202,616 |
$9,656k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
43,342 |
$6,583k |
|
|
FIRST TR (336920103)
|
54,076 |
$4,321k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
8,872 |
$2,655k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V829)
|
19,905 |
$2,428k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
21,983 |
$2,075k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
10,969 |
$1,687k |
|
|
AADR (00768Y206)
|
31,854 |
$1,650k |
|
|
Invesco Exchange Traded Fd TR (46137V563)
|
89,567 |
$1,629k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
74,769 |
$1,592k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V175)
|
13,832 |
$1,532k |
|
|
Direxion Insider Sentiment ETF (25459Y769)
|
38,406 |
$1,502k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
22,700 |
$1,360k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
6,729 |
$1,303k |
|
|
WISDOMTREE TR (97717X669)
|
24,133 |
$1,071k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
6,082 |
$1,019k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,317 |
$986k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
6,888 |
$881k |
|
|
JANUS DETROIT STR TR (47103U852)
|
14,731 |
$763k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
14,613 |
$757k |
|
|
FIRST TRUST NASDAQ CYBER SECUR (33734x846)
|
25,154 |
$755k |
|
|
GW PHARMACEUTICALS PLC ADS (36197T103)
|
4,325 |
$708k |
|
|
ISHARES TR (464287671)
|
10,169 |
$647k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
8,225 |
$635k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
3,981 |
$606k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
6,767 |
$596k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
4,000 |
$532k |
|
|
ISHARES TR (464287663)
|
8,330 |
$475k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E203)
|
3,313 |
$458k |
|
|
FIRST TR EXCH TRD (33737J307)
|
11,560 |
$422k |
|
|
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362)
|
9,686 |
$404k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
9,016 |
$374k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
6,510 |
$369k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,095 |
$346k |
|
|
FIRST TRUST ISE CL (33734X192)
|
5,529 |
$329k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
2,925 |
$318k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
2,433 |
$314k |
|
|
ISHARES TR (464287549)
|
1,341 |
$300k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
6,796 |
$290k |
|
|
SEMPRA ENERGY (816851109)
|
1,921 |
$271k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
3,176 |
$255k |
|
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
12,865 |
$252k |
|
|
ISHARES (464287234)
|
5,666 |
$244k |
|
|
WISDOMTREE TR (97717W562)
|
6,930 |
$241k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
2,633 |
$237k |
|
|
ISHARES TR (46432F396)
|
1,737 |
$211k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
1,798 |
$200k |
|
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