Avoid Fraud, Get The Facts, And Find The Best
Legal Name: HIGHLAND PRIVATE WEALTH MANAGEMENT
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB STRATEGIC TR (808524805)
|
1,117,159 |
$35,850k |
|
|
ISHARES (464287465)
|
259,912 |
$17,084k |
|
|
VANGUARD GROUP (921908844)
|
125,695 |
$14,475k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
49,280 |
$14,439k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
270,765 |
$14,283k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
990,961 |
$13,378k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
256,479 |
$13,078k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
39,376 |
$10,598k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
234,460 |
$9,972k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
87,392 |
$9,901k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
99,208 |
$8,582k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
42,834 |
$6,973k |
|
|
ISHARES TR (46435G516)
|
107,910 |
$6,940k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
80,739 |
$6,320k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
50,360 |
$6,137k |
|
|
ISHARES CORE U.S. REIT ETF (464288521)
|
103,420 |
$5,380k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
16,930 |
$2,830k |
|
|
VANGUARD WHITEHALL FDS INC (921946885)
|
31,320 |
$2,519k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
11,665 |
$2,266k |
|
|
ISHARES INC (46434G863)
|
64,540 |
$2,194k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
11,005 |
$1,711k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
26,956 |
$1,506k |
|
|
Apple Inc (037833100)
|
7,556 |
$1,495k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
26,959 |
$1,431k |
|
|
MICROSOFT CORP (594918104)
|
8,444 |
$1,131k |
|
|
Amazon.com Inc (023135106)
|
567 |
$1,074k |
|
|
SMARTSHEET INC-CLASS A (83200N103)
|
19,787 |
$958k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,762 |
$942k |
|
|
ALPHABET INC (02079K305)
|
848 |
$918k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
10,357 |
$834k |
|
|
AXOS FINL INC (05465C100)
|
60,590 |
$783k |
|
|
DOCUSIGN INC COM (256163106)
|
14,964 |
$744k |
|
|
VISA INC COM CL A (92826C839)
|
3,800 |
$659k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,579 |
$624k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,194 |
$596k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,017 |
$595k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
8,075 |
$567k |
|
|
INTEL CORP (458140100)
|
11,738 |
$562k |
|
|
CISCO SYSTEMS INC (17275R102)
|
10,057 |
$550k |
|
|
Facebook Inc (30303M102)
|
2,678 |
$517k |
|
|
PROCTER & GAMBLE CO (742718109)
|
4,715 |
$517k |
|
|
Alphabet Inc (02079K107)
|
471 |
$509k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,878 |
$499k |
|
|
MERCK & CO INC (58933Y105)
|
5,942 |
$498k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
4,636 |
$494k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,021 |
$493k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
6,082 |
$491k |
|
|
DISNEY WALT CO (254687106)
|
3,386 |
$473k |
|
|
SPDR SERIES TRUST (78464A375)
|
13,525 |
$472k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
8,165 |
$466k |
|
|
VANECK VECTORS ETF TR (92189F502)
|
7,165 |
$465k |
|
|
PEPSICO INC (713448108)
|
3,449 |
$452k |
|
|
AT&T INC (00206R102)
|
12,978 |
$435k |
|
|
MASTERCARD INC (57636Q104)
|
1,599 |
$423k |
|
|
HOME DEPOT INC (437076102)
|
1,875 |
$390k |
|
|
Bank of America Corp. (060505104)
|
13,225 |
$384k |
|
|
MCDONALDS CORP (580135101)
|
1,847 |
$384k |
|
|
ORACLE CORP (68389X105)
|
6,633 |
$378k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,744 |
$372k |
|
|
PIMCO ETF TR (72201R775)
|
3,440 |
$370k |
|
|
Netflix Inc (64110L106)
|
973 |
$357k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,323 |
$349k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,873 |
$335k |
|
|
COCA-COLA CO (191216100)
|
6,337 |
$323k |
|
|
Chevron Corp (166764100)
|
2,457 |
$306k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,608 |
$299k |
|
|
COMCAST CORP (20030N101)
|
7,007 |
$296k |
|
|
PFIZER INC (717081103)
|
6,541 |
$283k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,731 |
$283k |
|
|
3M CO (88579Y101)
|
1,595 |
$276k |
|
|
STARBUCKS CORP (855244109)
|
3,279 |
$275k |
|
|
AMGEN INC (031162100)
|
1,485 |
$274k |
|
|
salesforce.com Inc (79466L302)
|
1,804 |
$274k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,467 |
$274k |
|
|
SVB FINANCIAL GROUP (78486Q101)
|
1,166 |
$262k |
|
|
NIKE INC (654106103)
|
3,082 |
$259k |
|
|
UNION PAC CORP (907818108)
|
1,532 |
$259k |
|
|
Linde PLC (G5494J103)
|
1,262 |
$253k |
|
|
Boeing Co/The (097023105)
|
687 |
$250k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,221 |
$247k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,555 |
$245k |
|
|
COSTCO WHSL CORP (22160K105)
|
921 |
$243k |
|
|
LOWES CO (548661107)
|
2,408 |
$243k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
3,731 |
$239k |
|
|
Exxon Mobil Corp (30231G102)
|
3,045 |
$233k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
2,802 |
$233k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,369 |
$231k |
|
|
ABBVIE INC (00287Y109)
|
3,176 |
$231k |
|
|
CITIGROUP INC (172967424)
|
3,256 |
$228k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
5,439 |
$227k |
|
|
American Express Co. (025816109)
|
1,810 |
$223k |
|
|
ADOBE INC (00724F101)
|
755 |
$222k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
2,722 |
$212k |
|
|
US BANCORP DEL (902973304)
|
4,041 |
$212k |
|
|
ABBOTT LABS (002824100)
|
2,505 |
$211k |
|
|
MARRIOTT INTL INC (571903202)
|
1,485 |
$208k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,113 |
$206k |
|
|
ISHARES TR (464287457)
|
2,401 |
$204k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
3,335 |
$203k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,447 |
$200k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
945 |
$193k |
|
|
ISHARES (464287242)
|
1,540 |
$192k |
|
|
Caterpillar Inc (149123101)
|
1,355 |
$185k |
|
|
NEXTERA ENERGY INC (65339F101)
|
893 |
$183k |
|
|
PayPal Holdings Inc (70450Y103)
|
1,603 |
$183k |
|
|
BECTON DICKINSON (075887109)
|
711 |
$179k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
770 |
$174k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
3,334 |
$172k |
|
|
NVIDIA Corp (67066G104)
|
1,048 |
$172k |
|
|
UNITED TECHNOLOGIES (913017109)
|
1,310 |
$171k |
|
|
Intuit Inc (461202103)
|
639 |
$167k |
|
|
GENERAL ELECTRIC CO (369604103)
|
15,351 |
$161k |
|
|
WALMART INC COM (931142103)
|
1,400 |
$155k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
518 |
$152k |
|
|
MONDELEZ INTL INC (609207105)
|
2,805 |
$151k |
|
|
WASTE MGMT INC DEL (94106L109)
|
1,231 |
$142k |
|
|
CELGENE CORP (151020104)
|
1,518 |
$140k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
570 |
$137k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
1,177 |
$133k |
|
|
Schlumberger Ltd (806857108)
|
2,982 |
$119k |
|
|
HONEYWELL INTL INC (438516106)
|
478 |
$83k |
|
|
PACCAR INC (693718108)
|
877 |
$63k |
|
|
IsoRay, Inc. (46489v104)
|
130,000 |
$53k |
|
|
THERAPEUTICSMD INC (88338N107)
|
10,685 |
$28k |
|
|
Banco Santander Sa (05964H105)
|
5,914 |
$27k |
|
|
Tesla Inc (88160R101)
|
18 |
$4k |
|
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.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.