Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CALIFORNIA CAPITAL ADVISORS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 15, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VISA INC COM CL A (92826C839)
|
83,032 |
$14,410k |
|
SPDR INDEX SHS FDS (78463X103)
|
345,149 |
$11,794k |
|
Berkshire Hathaway, Inc. (084670702)
|
51,602 |
$11,000k |
|
UNITEDHEALTH GRP INC (91324P102)
|
35,652 |
$8,699k |
|
Apple Inc (037833100)
|
40,678 |
$8,051k |
|
Amazon.com Inc (023135106)
|
4,243 |
$8,035k |
|
ALPHABET INC (02079K305)
|
7,109 |
$7,698k |
|
MICROSOFT CORP (594918104)
|
57,074 |
$7,646k |
|
Boeing Co/The (097023105)
|
20,057 |
$7,301k |
|
Facebook Inc (30303M102)
|
31,766 |
$6,131k |
|
Netflix Inc (64110L106)
|
14,696 |
$5,398k |
|
DISNEY WALT CO (254687106)
|
36,306 |
$5,070k |
|
JOHNSON & JOHNSON (478160104)
|
34,783 |
$4,845k |
|
COSTCO WHSL CORP (22160K105)
|
18,126 |
$4,790k |
|
VANGUARD WORLD FDS (92204A306)
|
52,442 |
$4,459k |
|
MCDONALDS CORP (580135101)
|
21,322 |
$4,428k |
|
GOLDMAN SACHS GROUP (38141G104)
|
21,590 |
$4,417k |
|
HOME DEPOT INC (437076102)
|
20,041 |
$4,168k |
|
TRAVELERS CO(THE) (89417E109)
|
26,722 |
$3,995k |
|
Caterpillar Inc (149123101)
|
26,083 |
$3,555k |
|
3M CO (88579Y101)
|
18,405 |
$3,190k |
|
ISHARES TR US HLTHCARE ETF (464287762)
|
12,907 |
$2,520k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
7,037 |
$1,314k |
|
VANGUARD WORLD FDS (92204A603)
|
7,682 |
$1,120k |
|
Chevron Corp (166764100)
|
8,685 |
$1,081k |
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
14,350 |
$990k |
|
SELECT SECTOR SPDR (81369Y407)
|
8,178 |
$975k |
|
SELECT SECTOR SPDR (81369Y803)
|
10,161 |
$793k |
|
SPDR DOW JONES INDL (78467X109)
|
2,560 |
$681k |
|
Bank of America Corp. (060505104)
|
22,195 |
$644k |
|
SPDR GOLD TR GOLD (78463V107)
|
3,757 |
$500k |
|
UNION PAC CORP (907818108)
|
2,283 |
$386k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,425 |
$214k |
|
ETF MANAGERS TRUST (26924G508)
|
6,342 |
$201k |
|
SIRIUS XM HLDG (82968B103)
|
10,000 |
$56k |
|
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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