Avoid Fraud, Get The Facts, And Find The Best
Legal Name: COE CAPITAL MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD BD INDEX FD INC (921937827)
|
54,022 |
$4,350k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
75,416 |
$3,146k |
|
Amazon.com Inc (023135106)
|
1,564 |
$2,962k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
54,169 |
$2,762k |
|
JPMORGAN CHASE & CO (46625H100)
|
24,038 |
$2,687k |
|
MasTec (576323109)
|
51,832 |
$2,671k |
|
ABBOTT LABS (002824100)
|
30,862 |
$2,595k |
|
WASTE CONNECTIONS INC (94106B101)
|
25,652 |
$2,452k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
50,823 |
$2,162k |
|
VULCAN MATERIALS CO (929160109)
|
15,462 |
$2,123k |
|
ISHARES (464288646)
|
39,101 |
$2,090k |
|
Alphabet Inc (02079K107)
|
1,891 |
$2,044k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
6,772 |
$1,996k |
|
Apple Inc (037833100)
|
9,752 |
$1,930k |
|
ABBVIE INC (00287Y109)
|
25,995 |
$1,890k |
|
TARGET CORPORATION (87612E106)
|
20,125 |
$1,743k |
|
DELTA AIR LINES (247361702)
|
30,442 |
$1,728k |
|
UNITEDHEALTH GRP INC (91324P102)
|
6,879 |
$1,679k |
|
NORWEGIAN CRUISE LINE HLDG L (G66721104)
|
30,305 |
$1,625k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
10,367 |
$1,556k |
|
CME GROUP INC (12572Q105)
|
7,690 |
$1,493k |
|
ISHARES (464288638)
|
25,890 |
$1,474k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
16,800 |
$1,396k |
|
UNITED PARCEL SERVIC (911312106)
|
13,124 |
$1,355k |
|
Trimble Inc (896239100)
|
29,850 |
$1,347k |
|
Charles Schwab Corp/The (808513105)
|
33,040 |
$1,328k |
|
COSTCO WHSL CORP (22160K105)
|
4,959 |
$1,310k |
|
B. Riley Wealth Management, Inc. (099502106)
|
19,716 |
$1,305k |
|
FIVE9 INC (338307101)
|
23,319 |
$1,196k |
|
VANGUARD BD INDEX FD INC (921937819)
|
13,798 |
$1,194k |
|
Pioneer Natural Resources Co (723787107)
|
7,557 |
$1,163k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
7,375 |
$1,147k |
|
EURONET WORLDWIDE INC (298736109)
|
6,765 |
$1,138k |
|
Calavo Growers Inc (128246105)
|
10,627 |
$1,028k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
6,060 |
$990k |
|
GOLDMAN SACHS MLP ENERGY REN (38148G107)
|
187,457 |
$990k |
|
VANGUARD GROUP (921908844)
|
7,850 |
$904k |
|
SOLAR CAPITAL LTD (83413U100)
|
40,716 |
$836k |
|
ABIOMED INC (003654100)
|
3,207 |
$835k |
|
GOLDMAN SACHS ETF TR (381430503)
|
14,123 |
$830k |
|
ELDORADO RESORTS INC COM (28470R102)
|
17,709 |
$816k |
|
GOLUB CAP BDC INC (38173M102)
|
45,169 |
$804k |
|
BLACKSTONE GROUP (09253U108)
|
16,838 |
$748k |
|
PLANTRONICS INC (727493108)
|
19,756 |
$732k |
|
CACI INTL INC (127190304)
|
3,535 |
$723k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
7,564 |
$715k |
|
OAKTREE CAP GROUP (674001201)
|
14,250 |
$706k |
|
HOWARD HUGHES (44267D107)
|
5,474 |
$678k |
|
Boot Barn Holdings Inc (099406100)
|
18,963 |
$676k |
|
CBRE GROUP INC (12504L109)
|
13,111 |
$673k |
|
LIGAND PHARMACEUTICALS (53220K504)
|
5,848 |
$668k |
|
QUINSTREET INC (74874Q100)
|
40,475 |
$642k |
|
Varonis Systems Inc (922280102)
|
10,131 |
$628k |
|
INVESCO EXCHNG TRADED FD TR (46138E206)
|
23,010 |
$618k |
|
ISHARES TR (464288356)
|
10,140 |
$615k |
|
RYMAN HOSPITALITY PPTYS INC (78377T107)
|
7,548 |
$612k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
5,405 |
$600k |
|
SKYWORKS SOLUTIONS INC (83088m102)
|
7,374 |
$570k |
|
SCIENTIFIC GAMES CORP CL A (80874P109)
|
27,608 |
$547k |
|
HUB GROUP INC (443320106)
|
12,347 |
$518k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
9,160 |
$512k |
|
SCHWAB STRATEGIC TR (808524805)
|
15,735 |
$505k |
|
NUVEEN ENERGY MLP TOTAL RTRNF (67074U103)
|
54,345 |
$495k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
3,050 |
$478k |
|
GMS INC (36251C103)
|
20,895 |
$460k |
|
ISHARES (464287234)
|
10,439 |
$448k |
|
KAYNE ANDERS MLP/MID (486606106)
|
29,211 |
$447k |
|
VANGUARD INDEX FDS (922908637)
|
3,309 |
$446k |
|
BLACKSTONE MORTGAGE (09257W100)
|
11,343 |
$404k |
|
JPMORGAN CHASE & CO (46625H365)
|
14,330 |
$358k |
|
Bank of America Corp. (060505104)
|
12,223 |
$354k |
|
PLAINS GP HLDGS L P (72651A207)
|
13,908 |
$347k |
|
NUVEEN CA QUALTY (67066Y105)
|
23,080 |
$334k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,220 |
$330k |
|
NUVEEN FLOATING RATE INCOME (67072T108)
|
33,140 |
$326k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,980 |
$312k |
|
COLUMBIA ETF TR I (19761L508)
|
15,160 |
$310k |
|
NUVEEN CREDIT STRAT (67073D102)
|
36,000 |
$285k |
|
LADENBURG THALMAN FI (50575Q102)
|
68,000 |
$233k |
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
1,245 |
$232k |
|
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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