Avoid Fraud, Get The Facts, And Find The Best
Legal Name: EXCHANGE CAPITAL MANAGEMENT INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 22, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
WisdomTree Dynamic Ccy Hdgd In (97717X263)
|
421,296 |
$12,222k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
32,105 |
$11,384k |
|
|
MICROSOFT CORP (594918104)
|
77,336 |
$10,360k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
123,008 |
$8,634k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
109,665 |
$8,585k |
|
|
Amazon.com Inc (023135106)
|
4,528 |
$8,574k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
39,850 |
$8,495k |
|
|
ISHARES TR (46434V803)
|
260,133 |
$7,757k |
|
|
DISNEY WALT CO (254687106)
|
54,262 |
$7,577k |
|
|
Apple Inc (037833100)
|
36,256 |
$7,176k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
124,425 |
$7,103k |
|
|
PROCTER & GAMBLE CO (742718109)
|
64,630 |
$7,087k |
|
|
ALPHABET INC (02079K305)
|
6,321 |
$6,844k |
|
|
BlackRock, Inc. (09247X101)
|
13,776 |
$6,465k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
29,003 |
$6,116k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
114,263 |
$6,056k |
|
|
FIDELITY (316092808)
|
96,279 |
$5,996k |
|
|
HOME DEPOT INC (437076102)
|
27,903 |
$5,803k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
50,268 |
$5,620k |
|
|
UNITED TECHNOLOGIES (913017109)
|
42,706 |
$5,560k |
|
|
JOHNSON & JOHNSON (478160104)
|
38,313 |
$5,336k |
|
|
COMCAST CORP (20030N101)
|
123,849 |
$5,236k |
|
|
VISA INC COM CL A (92826C839)
|
29,482 |
$5,117k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
70,766 |
$5,058k |
|
|
AMGEN INC (031162100)
|
26,355 |
$4,857k |
|
|
MCDONALDS CORP (580135101)
|
22,612 |
$4,696k |
|
|
salesforce.com Inc (79466L302)
|
28,911 |
$4,387k |
|
|
PEPSICO INC (713448108)
|
33,376 |
$4,377k |
|
|
CMS ENERGY CORP (125896100)
|
73,409 |
$4,251k |
|
|
KLA-TENCOR CORP (482480100)
|
35,585 |
$4,206k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
81,549 |
$4,195k |
|
|
Guidewire Software Inc (40171V100)
|
41,230 |
$4,180k |
|
|
FIDELITY (316092600)
|
92,250 |
$4,152k |
|
|
MEDTRONIC PLC (G5960L103)
|
41,593 |
$4,051k |
|
|
VANGUARD WORLD FDS (92204A306)
|
47,315 |
$4,023k |
|
|
MERCK & CO INC (58933Y105)
|
47,794 |
$4,008k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
22,569 |
$3,926k |
|
|
Exxon Mobil Corp (30231G102)
|
50,838 |
$3,896k |
|
|
ZIMMER BIOMET HLDGS (98956P102)
|
33,004 |
$3,886k |
|
|
EMERSON ELEC CO (291011104)
|
57,768 |
$3,854k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
20,125 |
$3,718k |
|
|
SERVICENOW INC (81762P102)
|
13,424 |
$3,686k |
|
|
ADOBE INC (00724F101)
|
12,058 |
$3,553k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
31,174 |
$3,471k |
|
|
VEEVA SYS INC CL A COM (922475108)
|
19,957 |
$3,235k |
|
|
HONEYWELL INTL INC (438516106)
|
18,276 |
$3,191k |
|
|
DOMINION ENERGY INC (25746U109)
|
40,583 |
$3,138k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
34,287 |
$2,997k |
|
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
43,151 |
$2,978k |
|
|
ALLERGAN PLC (G0177J108)
|
17,536 |
$2,936k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
14,639 |
$2,844k |
|
|
PFIZER INC (717081103)
|
61,591 |
$2,668k |
|
|
Fidelity(R) MSCI Financials ETF (316092501)
|
64,053 |
$2,569k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
8,596 |
$2,534k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
31,473 |
$2,456k |
|
|
INTEL CORP (458140100)
|
50,582 |
$2,421k |
|
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
13,123 |
$2,354k |
|
|
FIDELITY (316092709)
|
56,820 |
$2,258k |
|
|
VANGUARD WORLD FDS (92204A884)
|
25,869 |
$2,243k |
|
|
FIDELITY MSCI CONSM DIS (316092204)
|
49,023 |
$2,241k |
|
|
MCKESSON CORP (58155Q103)
|
16,575 |
$2,228k |
|
|
Diamondback Energy Inc (25278X109)
|
20,342 |
$2,217k |
|
|
UNION PAC CORP (907818108)
|
13,094 |
$2,214k |
|
|
Fidelity(R) MSCI Energy ETF (316092402)
|
128,734 |
$2,214k |
|
|
Valero Energy Corp (91913Y100)
|
25,629 |
$2,194k |
|
|
STARBUCKS CORP (855244109)
|
25,955 |
$2,176k |
|
|
ORACLE CORP (68389X105)
|
37,981 |
$2,164k |
|
|
FIDELITY (316092873)
|
62,076 |
$2,057k |
|
|
VANGUARD WORLD FDS (92204A603)
|
13,907 |
$2,028k |
|
|
US BANCORP DEL (902973304)
|
38,068 |
$1,995k |
|
|
3M CO (88579Y101)
|
10,958 |
$1,899k |
|
|
FORTINET INC (34959E109)
|
23,628 |
$1,815k |
|
|
Vanguard Materials ETF (92204A801)
|
13,772 |
$1,766k |
|
|
COMPASS MINERALS INTL INC (20451N101)
|
30,898 |
$1,698k |
|
|
VANGUARD WORLD FDS (92204A876)
|
11,382 |
$1,513k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
20,444 |
$1,442k |
|
|
ISHARES TR (46434VAX8)
|
54,566 |
$1,387k |
|
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
9,311 |
$1,385k |
|
|
ISHARES TR (46434VBK5)
|
55,201 |
$1,376k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,659 |
$1,365k |
|
|
ISHARES TR (46434VAQ3)
|
52,490 |
$1,330k |
|
|
CVS HEALTH CORP (126650100)
|
23,832 |
$1,299k |
|
|
ISHARES TR (46434VBA7)
|
51,085 |
$1,289k |
|
|
COSTCO WHSL CORP (22160K105)
|
4,551 |
$1,203k |
|
|
FIDELITY (316092303)
|
34,227 |
$1,190k |
|
|
Chevron Corp (166764100)
|
9,543 |
$1,188k |
|
|
CME GROUP INC (12572Q105)
|
6,099 |
$1,184k |
|
|
ISHARES TR (46434VBD1)
|
45,759 |
$1,172k |
|
|
ISHARES TR (46434VBG4)
|
44,638 |
$1,137k |
|
|
CDN NATL RAILWAY (136375102)
|
11,051 |
$1,022k |
|
|
WALMART INC COM (931142103)
|
8,807 |
$973k |
|
|
Fidelity(R) MSCI Materials ETF (316092881)
|
29,023 |
$952k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
12,180 |
$943k |
|
|
FIDELITY (316092857)
|
35,237 |
$923k |
|
|
ISHARES TR (46434VAU4)
|
36,952 |
$919k |
|
|
LOWES CO (548661107)
|
8,822 |
$890k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
5,805 |
$871k |
|
|
CITIGROUP INC (172967424)
|
12,230 |
$856k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
17,030 |
$854k |
|
|
ISHARES TR (46435GAA0)
|
32,924 |
$825k |
|
|
Fidelity(R) MSCI Utilities ETF (316092865)
|
20,147 |
$791k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
6,940 |
$785k |
|
|
NEXTERA ENERGY INC (65339F101)
|
3,621 |
$742k |
|
|
iShares iBonds Dec 2027 Term Corp ETF (46435UAA9)
|
27,131 |
$692k |
|
|
Linde PLC (G5494J103)
|
3,388 |
$680k |
|
|
CHENIERE ENERGY INC (16411R208)
|
9,904 |
$678k |
|
|
QCR Holdings Inc (74727A104)
|
18,250 |
$636k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,732 |
$624k |
|
|
AT&T INC (00206R102)
|
17,603 |
$590k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
4,734 |
$564k |
|
|
DANAHER CORP (235851102)
|
3,561 |
$509k |
|
|
SPDR SER TR (78468R739)
|
10,312 |
$505k |
|
|
Boeing Co/The (097023105)
|
1,277 |
$465k |
|
|
SCHWAB STRATEGIC T (808524862)
|
9,016 |
$456k |
|
|
Gemphire Therapeutics Inc (36870A108)
|
522,481 |
$423k |
|
|
Alphabet Inc (02079K107)
|
372 |
$402k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
6,805 |
$389k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
13,942 |
$385k |
|
|
COCA-COLA CO (191216100)
|
7,460 |
$380k |
|
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
16,853 |
$357k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
5,068 |
$338k |
|
|
Lockheed Martin Corp (539830109)
|
924 |
$336k |
|
|
SPARTAN MOTORS INC (846819100)
|
30,000 |
$329k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
4,820 |
$307k |
|
|
DELTA AIR LINES (247361702)
|
5,151 |
$292k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
4,833 |
$283k |
|
|
Invesco Exch Trd Slf Idx Fd Tr Invsco Blsh 28 (46138J643)
|
12,806 |
$276k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
12,832 |
$272k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
12,609 |
$268k |
|
|
PowerShares Dynamic Large Cap Growth ETF (46137V746)
|
5,455 |
$264k |
|
|
Ishares Tr Ibds Dec28 Etf (46435U515)
|
9,571 |
$260k |
|
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
12,021 |
$255k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
11,637 |
$249k |
|
|
Invesco BulletShares 2025 Corp Bd ETF (46138J825)
|
10,787 |
$228k |
|
|
GENERAL ELECTRIC CO (369604103)
|
20,340 |
$214k |
|
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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