Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BIGELOW INVESTMENT ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 17, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
36,045 |
$10,561k |
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
66,234 |
$5,951k |
|
ISHARES (464288646)
|
109,463 |
$5,850k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
105,636 |
$5,599k |
|
VANGUARD GROUP (921908844)
|
40,660 |
$4,682k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
21,918 |
$4,258k |
|
SCHWAB STRATEGIC TR (808524201)
|
51,177 |
$3,592k |
|
Apple Inc (037833100)
|
17,233 |
$3,411k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
10,319 |
$3,042k |
|
MICROSOFT CORP (594918104)
|
19,526 |
$2,616k |
|
CISCO SYSTEMS INC (17275R102)
|
42,007 |
$2,299k |
|
ISHARES (464288612)
|
19,843 |
$2,228k |
|
JOHNSON & JOHNSON (478160104)
|
15,091 |
$2,102k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
18,816 |
$2,095k |
|
ISHARES (464288638)
|
36,496 |
$2,078k |
|
DISNEY WALT CO (254687106)
|
14,654 |
$2,046k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
9,412 |
$1,985k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
21,646 |
$1,746k |
|
3M CO (88579Y101)
|
9,903 |
$1,717k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
28,801 |
$1,644k |
|
Exxon Mobil Corp (30231G102)
|
21,105 |
$1,617k |
|
INTEL CORP (458140100)
|
31,807 |
$1,523k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
18,151 |
$1,421k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
33,661 |
$1,404k |
|
SCHWAB STRATEGIC T (808524862)
|
27,448 |
$1,389k |
|
MERCK & CO INC (58933Y105)
|
16,357 |
$1,372k |
|
Alphabet Inc (02079K107)
|
1,268 |
$1,371k |
|
INTL BUSINESS MCHN (459200101)
|
9,770 |
$1,347k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
21,841 |
$1,341k |
|
NEXTERA ENERGY INC (65339F101)
|
6,505 |
$1,333k |
|
SCHWAB STRATEGIC TR (808524102)
|
18,535 |
$1,307k |
|
PROCTER & GAMBLE CO (742718109)
|
11,887 |
$1,303k |
|
PEPSICO INC (713448108)
|
9,266 |
$1,215k |
|
PFIZER INC (717081103)
|
26,531 |
$1,149k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
7,307 |
$1,136k |
|
VERIZON COMMUNICATIONS (92343V104)
|
19,694 |
$1,125k |
|
NORFOLK SOUTHERN (655844108)
|
5,409 |
$1,078k |
|
UNITEDHEALTH GRP INC (91324P102)
|
4,417 |
$1,078k |
|
ORACLE CORP (68389X105)
|
18,186 |
$1,036k |
|
VISA INC COM CL A (92826C839)
|
5,837 |
$1,013k |
|
GENERAL DYNAMICS (369550108)
|
5,212 |
$948k |
|
ISHARES (464287630)
|
7,808 |
$941k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
10,465 |
$933k |
|
DANAHER CORP (235851102)
|
6,515 |
$931k |
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
5,345 |
$930k |
|
SCHWAB STRATEGIC TR (808524706)
|
35,180 |
$923k |
|
NIKE INC (654106103)
|
10,968 |
$921k |
|
ALPHABET INC (02079K305)
|
847 |
$917k |
|
ISHARES TR (46434V274)
|
33,491 |
$879k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
12,083 |
$864k |
|
ECOLAB INC (278865100)
|
4,368 |
$862k |
|
MEDTRONIC PLC (G5960L103)
|
8,845 |
$861k |
|
HOME DEPOT INC (437076102)
|
4,132 |
$859k |
|
Schwab US Tips ETF (SCHP) (808524870)
|
15,149 |
$853k |
|
UNITED PARCEL SERVIC (911312106)
|
7,741 |
$799k |
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
4,355 |
$781k |
|
SCHWAB STRATEGIC TR (808524805)
|
24,142 |
$775k |
|
JPMORGAN CHASE & CO (46625H100)
|
6,826 |
$763k |
|
ISHARES TR (464287176)
|
6,517 |
$753k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
8,602 |
$752k |
|
AT&T INC (00206R102)
|
22,420 |
$751k |
|
ISHARES TR (464287788)
|
5,815 |
$730k |
|
UNITED TECHNOLOGIES (913017109)
|
5,600 |
$729k |
|
American Express Co. (025816109)
|
5,899 |
$728k |
|
Chevron Corp (166764100)
|
5,769 |
$718k |
|
TEXAS INSTRUMENTS (882508104)
|
5,980 |
$686k |
|
Berkshire Hathaway, Inc. (084670702)
|
3,218 |
$686k |
|
CLOROX CO (189054109)
|
4,250 |
$651k |
|
STARBUCKS CORP (855244109)
|
7,756 |
$650k |
|
Facebook Inc (30303M102)
|
3,368 |
$650k |
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
9,125 |
$630k |
|
MASTERCARD INC (57636Q104)
|
2,349 |
$621k |
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
4,040 |
$601k |
|
CUMMINS INC (231021106)
|
3,366 |
$577k |
|
CME GROUP INC (12572Q105)
|
2,940 |
$571k |
|
ILLINOIS TOOL WORKS (452308109)
|
3,745 |
$565k |
|
SPDR SERIES TRUST (78464A359)
|
10,612 |
$561k |
|
XCEL ENERGY INC (98389B100)
|
9,305 |
$554k |
|
PayPal Holdings Inc (70450Y103)
|
4,771 |
$546k |
|
TJX COMPANIES INC (872540109)
|
10,155 |
$537k |
|
AXOS FINL INC (05465C100)
|
19,431 |
$529k |
|
COGNIZANT TECH SOLNS (192446102)
|
8,220 |
$521k |
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
11,607 |
$516k |
|
Amazon.com Inc (023135106)
|
272 |
$515k |
|
US BANCORP DEL (902973304)
|
9,716 |
$509k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
11,960 |
$509k |
|
GILEAD SCIENCES INC (375558103)
|
7,322 |
$495k |
|
ISHARES TR (46434V803)
|
16,325 |
$487k |
|
iShares GNMA ETF (46429B333)
|
9,592 |
$481k |
|
BECTON DICKINSON (075887109)
|
1,905 |
$480k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
35,460 |
$479k |
|
MCCORMICK & CO INC (579780206)
|
3,033 |
$470k |
|
FASTENAL CO (311900104)
|
14,090 |
$459k |
|
AQUA AMERICA INC (03836W103)
|
10,988 |
$455k |
|
iShares MSCI USA ESG Select ET (464288802)
|
3,615 |
$441k |
|
CSX CORP (126408103)
|
5,675 |
$439k |
|
ABBOTT LABS (002824100)
|
5,138 |
$432k |
|
Thermo Fisher Scientific Inc (883556102)
|
1,465 |
$430k |
|
COSTCO WHSL CORP (22160K105)
|
1,600 |
$423k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
8,199 |
$422k |
|
KIMBERLY CLARK CORP (494368103)
|
3,132 |
$417k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
7,280 |
$409k |
|
VANGUARD WORLD FDS (92204A876)
|
2,975 |
$395k |
|
MCDONALDS CORP (580135101)
|
1,883 |
$391k |
|
COLGATE PALMOLIVE CO (194162103)
|
5,438 |
$390k |
|
ISHARES INC (46434G889)
|
8,920 |
$376k |
|
IDEXX LABS INC (45168D104)
|
1,363 |
$375k |
|
Nucor Corp (670346105)
|
6,505 |
$358k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,265 |
$356k |
|
PRUDENTIAL FINL (744320102)
|
3,501 |
$354k |
|
ISHARES (464287465)
|
5,367 |
$353k |
|
EXELON CORP (30161N101)
|
7,307 |
$350k |
|
Schlumberger Ltd (806857108)
|
8,653 |
$344k |
|
CVS HEALTH CORP (126650100)
|
6,311 |
$344k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
3,021 |
$336k |
|
ISHARES TR (46435G425)
|
5,213 |
$336k |
|
PURE STORAGE INC (74624M102)
|
21,950 |
$335k |
|
EATON CORPORATION (G29183103)
|
3,906 |
$325k |
|
VANGUARD BD INDEX FD INC (921937827)
|
3,993 |
$322k |
|
VANGUARD WORLD FDS (92204A603)
|
2,180 |
$318k |
|
WATERS CORP (941848103)
|
1,454 |
$313k |
|
DUKE ENERGY CORP (26441C204)
|
3,431 |
$303k |
|
ISHARES TR (46435G516)
|
4,671 |
$300k |
|
GENERAL MILLS INC (370334104)
|
5,451 |
$286k |
|
COMCAST CORP (20030N101)
|
6,719 |
$284k |
|
BAR HBR BANKSHARES (066849100)
|
10,475 |
$279k |
|
ISHARES TR (46435G243)
|
10,880 |
$276k |
|
ETF MANAGERS TR (26924G201)
|
6,880 |
$274k |
|
LOWES CO (548661107)
|
2,710 |
$273k |
|
General Motors Co (37045V100)
|
7,000 |
$270k |
|
VANGUARD WORLD FDS (92204A306)
|
3,126 |
$266k |
|
BADGER METER INC (056525108)
|
4,414 |
$263k |
|
SSGA ACTIVE ETF TR (78467V608)
|
5,677 |
$262k |
|
CHUBB LIMITED (H1467J104)
|
1,775 |
$261k |
|
EBAY INC (278642103)
|
6,608 |
$261k |
|
VANGUARD WORLD FDS (92204A884)
|
2,995 |
$260k |
|
ARISTA NETWORKS INC (040413106)
|
995 |
$258k |
|
Teladoc Health Inc (87918A105)
|
3,783 |
$251k |
|
FORTIVE CORPORATION (34959J108)
|
2,949 |
$240k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,370 |
$229k |
|
ROBERT HALF INTL INC (770323103)
|
3,900 |
$222k |
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,015 |
$220k |
|
Deere & Co (244199105)
|
1,290 |
$214k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
1,938 |
$213k |
|
RAYTHEON (755111507)
|
1,213 |
$211k |
|
ALLIANT ENERGY CORP (018802108)
|
4,304 |
$211k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
1,636 |
$208k |
|
KROGER CO (501044101)
|
9,550 |
$207k |
|
HP INC (40434L105)
|
9,810 |
$204k |
|
RPC Inc (749660106)
|
20,060 |
$145k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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