Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ADVISORY ALPHA, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 16, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
S&P WRLD EX US (78463X889)
|
948,777 |
$27,941k |
|
|
SPDR SERIES TRUST (78464A508)
|
728,362 |
$23,024k |
|
|
SPDR SERIES TRUST (78464A409)
|
458,116 |
$18,022k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
457,727 |
$16,446k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
508,536 |
$15,480k |
|
|
SPDR SERIES TRUST (78464A847)
|
454,896 |
$15,398k |
|
|
SPDR SERIES TRUST (78464A854)
|
408,422 |
$14,299k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
314,428 |
$10,059k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
140,860 |
$9,985k |
|
|
SPDR INDEX SHS FDS (78463X871)
|
271,974 |
$8,135k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
138,272 |
$7,922k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
104,051 |
$7,430k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
37,722 |
$7,295k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
126,519 |
$7,155k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
265,234 |
$6,989k |
|
|
ISHARES (464287465)
|
91,085 |
$5,967k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
68,409 |
$5,796k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
43,646 |
$5,142k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
27,052 |
$4,927k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
59,294 |
$4,582k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X143)
|
50,504 |
$3,884k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
73,847 |
$3,802k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X176)
|
43,063 |
$2,964k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
9,544 |
$2,842k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X101)
|
64,666 |
$2,800k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
62,762 |
$2,789k |
|
|
ISHARES (464288877)
|
56,224 |
$2,685k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
77,274 |
$2,514k |
|
|
ISHARES (464288273)
|
37,702 |
$2,162k |
|
|
Apple Inc (037833100)
|
9,480 |
$1,921k |
|
|
SPDR DOW JONES INDL (78467X109)
|
6,965 |
$1,891k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
9,545 |
$1,749k |
|
|
CME GROUP INC (12572Q105)
|
8,015 |
$1,642k |
|
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
8,551 |
$1,570k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
17,663 |
$1,540k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
16,073 |
$1,444k |
|
|
ISHARES TR (464288257)
|
17,601 |
$1,306k |
|
|
AT&T INC (00206R102)
|
38,356 |
$1,258k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
4,587 |
$1,252k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X184)
|
41,853 |
$1,212k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X127)
|
111,904 |
$1,205k |
|
|
Vanguard Extended Duration Trs ETF (921910709)
|
9,388 |
$1,192k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
17,410 |
$1,174k |
|
|
Ball Corp. (058498106)
|
14,979 |
$1,059k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
16,693 |
$940k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
15,602 |
$915k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
21,921 |
$915k |
|
|
ISHARES TR (464289867)
|
19,999 |
$914k |
|
|
MICROSOFT CORP (594918104)
|
6,642 |
$907k |
|
|
ISHARES (464288885)
|
11,084 |
$893k |
|
|
Exxon Mobil Corp (30231G102)
|
11,769 |
$883k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
4,725 |
$741k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
26,811 |
$740k |
|
|
VANGUARD WORLD FDS (92204A876)
|
5,288 |
$710k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
4,158 |
$698k |
|
|
SPDR SERIES TRUST (78464A813)
|
9,590 |
$641k |
|
|
Amazon.com Inc (023135106)
|
308 |
$605k |
|
|
SPDR SERIES TRUST (78464A805)
|
16,385 |
$605k |
|
|
ISHARES (464287705)
|
3,563 |
$566k |
|
|
PROCTER & GAMBLE CO (742718109)
|
4,917 |
$566k |
|
|
FIDELITY (316092600)
|
12,568 |
$560k |
|
|
Sarepta Therapeutics Inc (803607100)
|
3,560 |
$531k |
|
|
ISHARES (464287879)
|
3,540 |
$517k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
10,607 |
$453k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
2,704 |
$451k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,261 |
$445k |
|
|
VANGUARD INTL EQUITY (922042718)
|
3,890 |
$410k |
|
|
Bank of America Corp. (060505104)
|
13,710 |
$403k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
6,369 |
$391k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,960 |
$379k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
4,693 |
$379k |
|
|
STANLEY BLACK&DECKR (854502101)
|
2,458 |
$353k |
|
|
SPDR SERIES TRUST (78464A359)
|
6,641 |
$352k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
3,141 |
$351k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,691 |
$348k |
|
|
VANGUARD GROUP (921908844)
|
2,953 |
$346k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
14,919 |
$338k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
1,643 |
$336k |
|
|
American Express Co. (025816109)
|
2,555 |
$319k |
|
|
PFIZER INC (717081103)
|
7,338 |
$314k |
|
|
ISHARES (464288448)
|
10,138 |
$311k |
|
|
FIDELITY (316092808)
|
4,788 |
$308k |
|
|
ISHARES TR (464288687)
|
8,302 |
$307k |
|
|
SPDR INDEX SHS FDS (78463X475)
|
3,741 |
$302k |
|
|
SCHWAB STRATEGIC T (808524862)
|
5,946 |
$301k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
3,118 |
$295k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G102)
|
6,120 |
$292k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,204 |
$284k |
|
|
Caterpillar Inc (149123101)
|
2,070 |
$282k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,338 |
$281k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E727)
|
12,930 |
$280k |
|
|
HOME DEPOT INC (437076102)
|
1,292 |
$275k |
|
|
VISA INC COM CL A (92826C839)
|
1,525 |
$273k |
|
|
MARSH & MCLENNAN COS (571748102)
|
2,677 |
$269k |
|
|
STRYKER CORP (863667101)
|
1,287 |
$268k |
|
|
COMCAST CORP (20030N101)
|
6,048 |
$266k |
|
|
Facebook Inc (30303M102)
|
1,339 |
$266k |
|
|
Chevron Corp (166764100)
|
1,992 |
$249k |
|
|
COCA-COLA CO (191216100)
|
4,845 |
$249k |
|
|
PEPSICO INC (713448108)
|
1,916 |
$249k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
4,878 |
$244k |
|
|
ABBOTT LABS (002824100)
|
2,747 |
$240k |
|
|
CSX CORP (126408103)
|
3,339 |
$235k |
|
|
ISHARES (464287168)
|
2,324 |
$233k |
|
|
ISHARES (464287234)
|
5,440 |
$233k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
1,890 |
$233k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
503 |
$230k |
|
|
ISHARES (464287291)
|
1,220 |
$224k |
|
|
ALTRIA GROUP INC (02209S103)
|
4,339 |
$219k |
|
|
ISHARES INC (464286319)
|
5,321 |
$219k |
|
|
AEP (025537101)
|
2,392 |
$216k |
|
|
SPDR SERIES TRUST (78464A821)
|
3,930 |
$213k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
3,991 |
$211k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
3,641 |
$209k |
|
|
VANGUARD WORLD FDS (92204A306)
|
2,429 |
$202k |
|
|
Fidelity(R) MSCI Energy ETF (316092402)
|
11,822 |
$199k |
|
|
PEOPLES UNITED FINL (712704105)
|
10,320 |
$169k |
|
|
GREAT PANTHER SILVER LTD (39115V101)
|
143,500 |
$132k |
|
|
CHESAPEAKE ENERGY (165167107)
|
19,935 |
$32k |
|
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