Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BURLESON & COMPANY, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 5, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
SCHWAB STRATEGIC TR (808524201)
|
309,256 |
$21,833k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
79,270 |
$15,073k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
44,300 |
$13,136k |
|
AT&T INC (00206R102)
|
280,537 |
$9,572k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
56,342 |
$9,333k |
|
Apple Inc (037833100)
|
36,768 |
$7,664k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
129,942 |
$6,913k |
|
SCHWAB STRATEGIC TR (808524805)
|
204,181 |
$6,389k |
|
NVIDIA Corp (67066G104)
|
38,703 |
$6,383k |
|
VANGUARD BD INDEX FD INC (921937827)
|
78,045 |
$6,285k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
27,608 |
$5,334k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
34,215 |
$5,279k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
43,900 |
$4,913k |
|
Amazon.com Inc (023135106)
|
2,471 |
$4,584k |
|
AMGEN INC (031162100)
|
24,538 |
$4,564k |
|
Chevron Corp (166764100)
|
32,298 |
$3,900k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
45,980 |
$3,279k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
55,178 |
$3,137k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
58,308 |
$3,101k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
35,523 |
$2,992k |
|
BANK OF MARIN BANCORP/CA (063425102)
|
70,589 |
$2,984k |
|
VERIZON COMMUNICATIONS (92343V104)
|
50,158 |
$2,772k |
|
ABBVIE INC (00287Y109)
|
40,473 |
$2,663k |
|
MICROSOFT CORP (594918104)
|
17,914 |
$2,473k |
|
INTEL CORP (458140100)
|
48,196 |
$2,386k |
|
JOHNSON & JOHNSON (478160104)
|
18,209 |
$2,372k |
|
ALPHABET INC (02079K305)
|
1,939 |
$2,350k |
|
MCDONALDS CORP (580135101)
|
10,968 |
$2,317k |
|
ISHARES TR (464287176)
|
18,937 |
$2,185k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
16,910 |
$2,181k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
19,376 |
$2,149k |
|
INTL BUSINESS MCHN (459200101)
|
14,067 |
$2,115k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
51,100 |
$2,080k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
47,599 |
$1,952k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
11,341 |
$1,896k |
|
LILLY ELI & CO (532457108)
|
16,879 |
$1,865k |
|
WALMART INC COM (931142103)
|
16,908 |
$1,849k |
|
ALTRIA GROUP INC (02209S103)
|
37,995 |
$1,819k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
19,391 |
$1,724k |
|
Facebook Inc (30303M102)
|
8,768 |
$1,690k |
|
ISHARES (464287242)
|
12,920 |
$1,615k |
|
GOLDMAN SACHS GROUP (38141G104)
|
7,617 |
$1,612k |
|
SCHWAB STRATEGIC TR (808524706)
|
62,054 |
$1,567k |
|
ISHARES (464287234)
|
37,332 |
$1,529k |
|
ABBOTT LABS (002824100)
|
17,411 |
$1,499k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
17,188 |
$1,487k |
|
ISHARES (464288273)
|
24,742 |
$1,392k |
|
Bristol-Myers Squibb Co (110122108)
|
30,531 |
$1,380k |
|
Exxon Mobil Corp (30231G102)
|
18,347 |
$1,329k |
|
Caterpillar Inc (149123101)
|
9,600 |
$1,217k |
|
PEPSICO INC (713448108)
|
9,280 |
$1,180k |
|
PROCTER & GAMBLE CO (742718109)
|
9,287 |
$1,084k |
|
MERCK & CO INC (58933Y105)
|
12,605 |
$1,055k |
|
UNITED TECHNOLOGIES (913017109)
|
7,867 |
$1,037k |
|
SPDR SERIES TRUST (78464A516)
|
35,414 |
$1,013k |
|
COLGATE PALMOLIVE CO (194162103)
|
13,715 |
$977k |
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
6,505 |
$977k |
|
HENNESSY ADVISORS INC COM (425885100)
|
98,636 |
$977k |
|
Bank of America Corp. (060505104)
|
32,984 |
$973k |
|
PFIZER INC (717081103)
|
24,041 |
$920k |
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
4,896 |
$919k |
|
UNITED PARCEL SERVIC (911312106)
|
7,823 |
$915k |
|
DTE ENERGY CO (233331107)
|
7,053 |
$910k |
|
WESTAMERICA BANCORP (957090103)
|
14,539 |
$909k |
|
CISCO SYSTEMS INC (17275R102)
|
16,369 |
$907k |
|
Lockheed Martin Corp (539830109)
|
2,254 |
$818k |
|
COCA-COLA CO (191216100)
|
15,539 |
$809k |
|
Deere & Co (244199105)
|
4,494 |
$724k |
|
Twitter Inc (90184L102)
|
16,676 |
$702k |
|
TOTAL SA (89151E109)
|
13,650 |
$695k |
|
Royal Dutch Shell PLC (780259206)
|
11,210 |
$659k |
|
SPDR S&P DIVIDEND (78464A763)
|
6,172 |
$619k |
|
Applied Materials, Inc. (038222105)
|
12,642 |
$613k |
|
TEXAS INSTRUMENTS (882508104)
|
4,204 |
$519k |
|
ISHARES TR (464287457)
|
5,694 |
$482k |
|
SCHWAB STRATEGIC TRUST (808524722)
|
15,130 |
$440k |
|
NEKTAR THERAPEUTICS (640268108)
|
13,274 |
$414k |
|
PHILIP MORRIS INTL (718172109)
|
4,795 |
$395k |
|
NIKE INC (654106103)
|
4,619 |
$384k |
|
GENERAL MILLS INC (370334104)
|
7,053 |
$381k |
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
9,613 |
$376k |
|
Boeing Co/The (097023105)
|
976 |
$326k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
2,850 |
$324k |
|
ISHARES TR (464288687)
|
8,678 |
$323k |
|
SCHWAB STRATEGIC TR (808524755)
|
11,908 |
$321k |
|
COSTCO WHSL CORP (22160K105)
|
1,166 |
$320k |
|
DuPont de Nemours Inc (26614N102)
|
4,427 |
$317k |
|
SEAGATE TECHNOLOGY (G7945M107)
|
6,722 |
$311k |
|
ILLINOIS TOOL WORKS (452308109)
|
2,030 |
$307k |
|
UBER TECHNOLOGIES INC COM (90353T100)
|
7,000 |
$289k |
|
KIMBERLY CLARK CORP (494368103)
|
2,100 |
$284k |
|
PAYCHEX INC (704326107)
|
3,300 |
$277k |
|
ISHARES U (464287739)
|
2,996 |
$268k |
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
6,911 |
$260k |
|
HONEYWELL INTL INC (438516106)
|
1,452 |
$246k |
|
ORACLE CORP (68389X105)
|
4,083 |
$228k |
|
3M CO (88579Y101)
|
1,314 |
$228k |
|
SEMPRA ENERGY (816851109)
|
1,540 |
$209k |
|
Dow Inc (260557103)
|
4,428 |
$207k |
|
CSX CORP (126408103)
|
3,000 |
$203k |
|
WELLS FARGO CO NEW (949746101)
|
20,000 |
$47k |
Call |
ProShares Trust Short S&P500 (74347B425)
|
10,000 |
$15k |
Call |
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.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.