Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CAPITAL WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
98,225 |
$16,049k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
141,794 |
$15,728k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
92,931 |
$7,498k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
24,133 |
$7,071k |
|
INVESCO ACTIVELY MANAGD ETF (46090A887)
|
120,892 |
$6,089k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
29,097 |
$5,653k |
|
Vanguard Materials ETF (92204A801)
|
40,784 |
$5,229k |
|
SPDR SERIES TRUST (78464A359)
|
89,163 |
$4,714k |
|
SPDR Portfolio Emerging Market (78463X509)
|
119,802 |
$4,287k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
45,475 |
$3,559k |
|
WISDOMTREE TR (97717W505)
|
95,665 |
$3,463k |
|
WISDOMTREE TR (97717W604)
|
113,143 |
$3,068k |
|
WISDOMTREE TR (97717W570)
|
72,534 |
$2,902k |
|
ISHARES (464288273)
|
40,365 |
$2,317k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
7,953 |
$2,140k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
12,448 |
$1,950k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
8,664 |
$1,131k |
|
Schwab US Tips ETF (SCHP) (808524870)
|
18,497 |
$1,042k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
7,712 |
$858k |
|
SCHWAB STRATEGIC TR (808524755)
|
28,167 |
$785k |
|
SELECT SECTOR SPDR (81369Y100)
|
11,332 |
$663k |
|
INDEPNDNT BK OF MASS (453836108)
|
5,706 |
$435k |
|
Booking Holdings, Inc. (09857L108)
|
222 |
$416k |
|
Apple Inc (037833100)
|
1,888 |
$373k |
|
NVIDIA Corp (67066G104)
|
2,119 |
$348k |
|
Exxon Mobil Corp (30231G102)
|
4,368 |
$334k |
|
GENERAL ELECTRIC CO (369604103)
|
28,077 |
$295k |
|
MICROSOFT CORP (594918104)
|
2,113 |
$283k |
|
Berkshire Hathaway, Inc. (084670702)
|
1,322 |
$282k |
|
UNION PAC CORP (907818108)
|
1,520 |
$257k |
|
CHIPOTLE MEXICAN GRL (169656105)
|
329 |
$241k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
2,976 |
$216k |
|
PHILIP MORRIS INTL (718172109)
|
2,708 |
$213k |
|
Thermo Fisher Scientific Inc (883556102)
|
709 |
$208k |
|
AURORA CANNABIS (05156X108)
|
13,120 |
$103k |
|
Maxar Technologies Holdings Inc. (57778k105)
|
11,635 |
$91k |
|
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