Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CURBSTONE FINANCIAL MANAGEMENT CORPORATION
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 9, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
325,284 |
$26,244k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
40,540 |
$14,375k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
145,978 |
$13,116k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
368,250 |
$11,316k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
156,530 |
$8,936k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
77,610 |
$8,777k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
76,500 |
$8,151k |
|
|
Apple Inc (037833100)
|
39,565 |
$7,831k |
|
|
ISHARES (464288646)
|
143,160 |
$7,650k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
91,540 |
$6,543k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
76,187 |
$6,340k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
23,020 |
$6,196k |
|
|
ISHARES TR (464287176)
|
51,572 |
$5,956k |
|
|
MICROSOFT CORP (594918104)
|
42,505 |
$5,694k |
|
|
Exxon Mobil Corp (30231G102)
|
71,966 |
$5,515k |
|
|
Barings Corporate Investors (M (06759X107)
|
351,916 |
$5,507k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
70,510 |
$4,973k |
|
|
Amazon.com Inc (023135106)
|
2,612 |
$4,946k |
|
|
JOHNSON & JOHNSON (478160104)
|
30,966 |
$4,313k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
36,844 |
$3,972k |
|
|
CISCO SYSTEMS INC (17275R102)
|
72,014 |
$3,941k |
|
|
PEPSICO INC (713448108)
|
29,436 |
$3,860k |
|
|
DISNEY WALT CO (254687106)
|
26,879 |
$3,753k |
|
|
Alphabet Inc (02079K107)
|
3,412 |
$3,688k |
|
|
INTEL CORP (458140100)
|
73,944 |
$3,540k |
|
|
Hyster-Yale Materials Handling (449172105)
|
61,022 |
$3,372k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
15,538 |
$3,312k |
|
|
TJX COMPANIES INC (872540109)
|
62,404 |
$3,300k |
|
|
ABBOTT LABS (002824100)
|
39,198 |
$3,297k |
|
|
UNITED TECHNOLOGIES (913017109)
|
25,290 |
$3,293k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
123,950 |
$3,252k |
|
|
SPDR SER TR (78468R739)
|
65,974 |
$3,228k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
57,350 |
$3,040k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
25,664 |
$2,869k |
|
|
PROCTER & GAMBLE CO (742718109)
|
26,168 |
$2,869k |
|
|
ISHARES TR (464289529)
|
73,570 |
$2,824k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
15,050 |
$2,802k |
|
|
HOME DEPOT INC (437076102)
|
13,374 |
$2,781k |
|
|
Weyerhaeuser Co (962166104)
|
105,140 |
$2,769k |
|
|
PFIZER INC (717081103)
|
63,373 |
$2,745k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
47,836 |
$2,733k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
47,920 |
$2,698k |
|
|
US BANCORP DEL (902973304)
|
45,150 |
$2,366k |
|
|
KKR & CO INC (48251W104)
|
93,350 |
$2,359k |
|
|
Autodesk Inc (052769106)
|
14,250 |
$2,321k |
|
|
Chevron Corp (166764100)
|
17,360 |
$2,160k |
|
|
BANK MONTREAL QUE (063671101)
|
27,850 |
$2,101k |
|
|
SYSCO CORP (871829107)
|
29,650 |
$2,097k |
|
|
ISHARES TR (464288687)
|
56,290 |
$2,074k |
|
|
SONOCO PRODS (835495102)
|
31,200 |
$2,039k |
|
|
CVS HEALTH CORP (126650100)
|
36,456 |
$1,986k |
|
|
CHECK POINT SOFTWARE (M22465104)
|
16,800 |
$1,942k |
|
|
Verisk Analytics Inc (92345Y106)
|
12,650 |
$1,853k |
|
|
Nacco Inds Inc CL A (NC) (629579103)
|
35,666 |
$1,852k |
|
|
Ulta Beauty (ULTA) (903845303)
|
5,230 |
$1,814k |
|
|
SMUCKER J M CO (832696405)
|
14,900 |
$1,716k |
|
|
HONEYWELL INTL INC (438516106)
|
9,794 |
$1,710k |
|
|
Merck & Co Inc. (MRK) (589331107)
|
20,074 |
$1,683k |
|
|
Trex Inc (TREX) (89531P105)
|
22,590 |
$1,620k |
|
|
Celanese (CE) (150870103)
|
14,930 |
$1,609k |
|
|
HCP INC (40414L109)
|
49,550 |
$1,585k |
|
|
3M CO (88579Y101)
|
9,056 |
$1,570k |
|
|
WELLS FARGO CO NEW (949746101)
|
32,906 |
$1,557k |
|
|
SPDR SERIES TRUST (78468R788)
|
40,020 |
$1,522k |
|
|
HORMEL FOODS CORP (440452100)
|
36,251 |
$1,470k |
|
|
SMITH & NEPHEW PLC (83175M205)
|
33,500 |
$1,459k |
|
|
LILLY ELI & CO (532457108)
|
13,126 |
$1,454k |
|
|
AT&T INC (00206R102)
|
43,308 |
$1,451k |
|
|
Phillips 66 (718546104)
|
15,154 |
$1,418k |
|
|
Schlumberger Ltd (806857108)
|
35,628 |
$1,416k |
|
|
NEXTERA ENERGY INC (65339F101)
|
6,900 |
$1,414k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
19,970 |
$1,402k |
|
|
TARGET CORPORATION (87612E106)
|
15,918 |
$1,379k |
|
|
COMCAST CORP (20030N101)
|
32,276 |
$1,365k |
|
|
ABBVIE INC (00287Y109)
|
18,467 |
$1,343k |
|
|
Hamilton Beach Brands Cl B Res (40701T203)
|
69,452 |
$1,323k |
|
|
SPDR SERIES TRUST (78464A375)
|
37,574 |
$1,312k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
28,550 |
$1,269k |
|
|
VanEck Vectors AMT-Free Shrt M (92189F528)
|
71,000 |
$1,256k |
|
|
Barings Participation Inv (MPV (06761A103)
|
75,066 |
$1,224k |
|
|
MCDONALDS CORP (580135101)
|
5,842 |
$1,213k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
16,870 |
$1,209k |
|
|
Hamilton Beach Brands Cl A (HB (40701T104)
|
63,278 |
$1,205k |
|
|
INVESCO ETF TR (46137V142)
|
32,970 |
$1,174k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
7,540 |
$1,137k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
12,782 |
$1,117k |
|
|
AFLAC INC (001055102)
|
20,200 |
$1,107k |
|
|
ETF MANAGERS TR (26924G201)
|
27,670 |
$1,100k |
|
|
GILEAD SCIENCES INC (375558103)
|
16,270 |
$1,099k |
|
|
GRACO INC (384109104)
|
21,706 |
$1,089k |
|
|
BioTelemetry (BEAT) (090672106)
|
21,930 |
$1,056k |
|
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
26,300 |
$1,050k |
|
|
Tyson Foods (TSN) (902494103)
|
12,950 |
$1,046k |
|
|
COCA-COLA CO (191216100)
|
20,550 |
$1,046k |
|
|
Hologic Inc (HOLX) (436440101)
|
21,246 |
$1,020k |
|
|
Korn Ferry International (KFY) (500643200)
|
25,100 |
$1,006k |
|
|
Inogen, Inc (INGN) (45780L104)
|
14,542 |
$971k |
|
|
ISHARES TR (46429B507)
|
23,290 |
$969k |
|
|
Amcor PLC ADR (Q03080100)
|
84,134 |
$967k |
|
|
Boeing Co/The (097023105)
|
2,650 |
$965k |
|
|
JETBLUE AIRWAYS CORP (477143101)
|
52,150 |
$964k |
|
|
TEXAS INSTRUMENTS (882508104)
|
8,290 |
$951k |
|
|
UNILEVER N.V (904784709)
|
15,640 |
$950k |
|
|
DU PONT E I DE NEMOURS & CO CO (263534109)
|
12,612 |
$947k |
|
|
INTL BUSINESS MCHN (459200101)
|
6,334 |
$874k |
|
|
VISA INC COM CL A (92826C839)
|
5,014 |
$870k |
|
|
Taiwan Semiconductor Manufactu (874039100)
|
22,150 |
$868k |
|
|
Bristol-Myers Squibb Co (110122108)
|
19,084 |
$865k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
5,100 |
$853k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
16,350 |
$830k |
|
|
STATE STREET CORP (857477103)
|
14,794 |
$829k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
7,490 |
$822k |
|
|
ISHARES TR (464287572)
|
16,800 |
$821k |
|
|
NATIONAL GRID (636274409)
|
15,206 |
$809k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
3,230 |
$788k |
|
|
ADP (053015103)
|
4,640 |
$767k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
4,100 |
$758k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
7,500 |
$757k |
|
|
ORACLE CORP (68389X105)
|
13,296 |
$757k |
|
|
SCOTTS MIRACLE-GRO (810186106)
|
7,630 |
$752k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
14,800 |
$742k |
|
|
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362)
|
17,623 |
$742k |
|
|
BWX Technologies (BWXT) (05605H100)
|
14,150 |
$737k |
|
|
SYNNEX Corp (SNX) (87162W100)
|
7,150 |
$704k |
|
|
ISHARES FLT (46429B655)
|
13,750 |
$700k |
|
|
Standard Motor Products (SMP) (853666105)
|
15,402 |
$698k |
|
|
ISHA (464287101)
|
5,300 |
$687k |
|
|
ALPHABET INC (02079K305)
|
634 |
$686k |
|
|
STARBUCKS CORP (855244109)
|
8,100 |
$679k |
|
|
IShares Min Volatility EAFE In (43429B689)
|
9,290 |
$675k |
|
|
CINCINNATI FINL CORP (172062101)
|
6,490 |
$673k |
|
|
DANAHER CORP (235851102)
|
4,690 |
$670k |
|
|
GENERAL MILLS INC (370334104)
|
12,720 |
$668k |
|
|
UNION PAC CORP (907818108)
|
3,886 |
$657k |
|
|
ZIMMER BIOMET HLDGS (98956P102)
|
5,436 |
$640k |
|
|
BECTON DICKINSON (075887109)
|
2,520 |
$635k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
29,480 |
$625k |
|
|
STRYKER CORP (863667101)
|
3,010 |
$619k |
|
|
FASTENAL CO (311900104)
|
18,952 |
$618k |
|
|
LeMaitre Vascular (LMAT) (525558201)
|
21,790 |
$610k |
|
|
Dow Inc (260557103)
|
12,234 |
$603k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,830 |
$536k |
|
|
NORFOLK SOUTHERN (655844108)
|
2,600 |
$518k |
|
|
CDN NATL RAILWAY (136375102)
|
5,500 |
$509k |
|
|
THE TRADE DESK (88339J105)
|
2,230 |
$508k |
|
|
AMGEN INC (031162100)
|
2,690 |
$496k |
|
|
TRAVELERS CO(THE) (89417E109)
|
3,250 |
$486k |
|
|
PPL CORP (69351T106)
|
15,568 |
$483k |
|
|
SUNTRUST BANKS INC (867914103)
|
7,670 |
$482k |
|
|
D R HORTON INC (23331A109)
|
11,050 |
$477k |
|
|
DOMINION ENERGY INC (25746U109)
|
6,150 |
$476k |
|
|
BP PRUDHOE BAY RTY TR (055630107)
|
30,140 |
$466k |
|
|
WALMART INC COM (931142103)
|
4,144 |
$458k |
|
|
BAXTER INTL INC (071813109)
|
5,580 |
$457k |
|
|
Medidata Sol'ns (MDSO) (58471A105)
|
5,050 |
$457k |
|
|
VMware (VMW) (928563402)
|
2,680 |
$448k |
|
|
Heska Corp (HSKA) (42805E306)
|
5,250 |
$447k |
|
|
Lockheed Martin Corp (539830109)
|
1,230 |
$447k |
|
|
SPDR SERIES TRUST (78464A870)
|
5,050 |
$443k |
|
|
ENBRIDGE INC (29250N105)
|
12,072 |
$436k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
1,884 |
$426k |
|
|
Bank of New York Mellon Corp. (064058100)
|
9,550 |
$422k |
|
|
ESTEE LAUDER CO (518439104)
|
2,250 |
$412k |
|
|
MOODYS CORP (615369105)
|
2,100 |
$410k |
|
|
IShares IBonds Sep 2019 Muni ( (46429B564)
|
16,000 |
$407k |
|
|
Metropolitan West Total Return (592905103)
|
35,359 |
$385k |
|
|
INVESCO MORTGAGE CAPITAL INC (46131B100)
|
21,400 |
$345k |
|
|
Globalstar Inc. (GSAT) (378973408)
|
61,980 |
$30k |
|
|
Levelblox (LVBX) (52730P102)
|
25,000 |
$0k |
|
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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