Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: STRATFORD CONSULTING, LLC
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Aug 2, 2019
| Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
214,370 |
$63,186k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
389,378 |
$36,796k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
347,992 |
$35,105k |
|
|
ISHARES (464288273)
|
318,608 |
$18,288k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
328,796 |
$13,984k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
174,973 |
$13,697k |
|
|
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408)
|
401,106 |
$10,922k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
236,780 |
$9,876k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
99,429 |
$8,022k |
|
|
ISHARES (464287879)
|
50,407 |
$7,491k |
|
|
Wisdomtree Small Emerging Mark (97717W281)
|
155,107 |
$7,298k |
|
|
SPDR SERIES TRUST (78464A607)
|
69,746 |
$6,891k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
109,698 |
$6,472k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
250,488 |
$6,290k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
65,929 |
$5,761k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
116,026 |
$5,156k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
19,868 |
$3,860k |
|
|
WISDOMTREE TR (97717W760)
|
35,362 |
$2,299k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
44,328 |
$2,251k |
|
|
ISHARES (464287168)
|
21,214 |
$2,112k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
6,349 |
$1,709k |
|
|
PROCTER & GAMBLE CO (742718109)
|
13,512 |
$1,482k |
|
|
VANGUARD MALVERN FDS (922020805)
|
21,297 |
$1,050k |
|
|
PIMCO ETF TR (72201R833)
|
9,588 |
$976k |
|
|
ISHARES (464287887)
|
5,281 |
$964k |
|
|
ISHARES U S ETF TR (46431W507)
|
18,259 |
$919k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
6,979 |
$814k |
|
|
VANGUARD GROUP (921908844)
|
6,782 |
$781k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
55,700 |
$752k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
8,440 |
$736k |
|
|
ISHARES (464287234)
|
12,559 |
$539k |
|
|
SPDR SERIES TRUST (78464A474)
|
16,482 |
$507k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
5,837 |
$470k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
8,796 |
$452k |
|
|
MCDONALDS CORP (580135101)
|
1,999 |
$415k |
|
|
ISHARES TR (464288489)
|
13,547 |
$404k |
|
|
LINCOLN NATL CORP (534187109)
|
5,968 |
$385k |
|
|
ALTRIA GROUP INC (02209S103)
|
7,996 |
$379k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,404 |
$335k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,532 |
$327k |
|
|
ABBOTT LABS (002824100)
|
3,855 |
$324k |
|
|
MARTIN MARIETTA MATL (573284106)
|
1,373 |
$316k |
|
|
ISHARES (464288646)
|
5,688 |
$304k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,253 |
$300k |
|
|
INVESCO ETF TR (46137V506)
|
10,051 |
$288k |
|
|
W P CAREY INC (92936U109)
|
3,503 |
$284k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,557 |
$245k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
2,637 |
$230k |
|
|
Apple Inc (037833100)
|
1,137 |
$225k |
|
|
PIMCO HIGH INCOME FD (722014107)
|
21,306 |
$169k |
|
|
WESTERN ASSET INTM MUNI FD I (958435109)
|
13,824 |
$124k |
|
|
LIBERTY ALL-STAR GROWTH FD I (529900102)
|
13,868 |
$81k |
|
|
ARLINGTON ASSET INVT CORP (041356205)
|
10,556 |
$73k |
|
|
ALLIANZGI CONVERTIBLE & INCOME CEF (018828103)
|
10,105 |
$57k |
|
|
ALLIANZGI CONV & INCOME FD I (018825109)
|
10,107 |
$51k |
|
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