Avoid Fraud, Get The Facts, And Find The Best
Legal Name: HIGHWATER WEALTH MANAGEMENT LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 18, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
NORDSON CORP (655663102)
|
36,561 |
$5,166k |
|
PROSHARES TR (74348A467)
|
23,343 |
$1,619k |
|
Exxon Mobil Corp (30231G102)
|
20,120 |
$1,542k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
8,781 |
$1,117k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,349 |
$987k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
17,618 |
$898k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
5,636 |
$887k |
|
ISHARES (464288448)
|
28,589 |
$878k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
19,364 |
$824k |
|
Workiva, Inc. Class A (98139A105)
|
11,415 |
$663k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
3,902 |
$652k |
|
VANGUARD MALVERN FDS (922020805)
|
10,878 |
$536k |
|
VANGUARD BD INDEX FD INC (921937827)
|
6,417 |
$517k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
9,716 |
$515k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
8,849 |
$470k |
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
4,169 |
$456k |
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
3,090 |
$444k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
4,862 |
$425k |
|
ISHARES TR (464288588)
|
3,485 |
$375k |
|
PROCTER & GAMBLE CO (742718109)
|
2,866 |
$314k |
|
JPMORGAN CHASE & CO (46625H100)
|
2,688 |
$301k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,865 |
$292k |
|
MASTERCARD INC (57636Q104)
|
985 |
$261k |
|
SPDR S&P DIVIDEND (78464A763)
|
2,520 |
$254k |
|
Amazon.com Inc (023135106)
|
133 |
$252k |
|
EMERSON ELEC CO (291011104)
|
3,681 |
$246k |
|
Apple Inc (037833100)
|
1,209 |
$239k |
|
WISDOMTREE TR (97717W794)
|
4,995 |
$235k |
|
PowerShares Dynamic Large Cap Growth ETF (46137V746)
|
4,626 |
$224k |
|
ECOLAB INC (278865100)
|
1,044 |
$206k |
|
Berkshire Hathaway, Inc. (084670702)
|
957 |
$204k |
|
GABELLI UTIL TR (36240A101)
|
11,099 |
$78k |
|
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.