Avoid Fraud, Get The Facts, And Find The Best
Legal Name: HIRTLE, CALLAGHAN & CO., LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
913,130 |
$247,034k |
|
|
ISHARES (464287465)
|
3,648,244 |
$239,799k |
|
|
SPDR SERIES TRUST (78464A474)
|
3,852,219 |
$118,571k |
|
|
ISHARES (464287234)
|
2,547,011 |
$109,292k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
1,327,394 |
$107,094k |
|
|
ISHARES (464288646)
|
1,990,885 |
$106,393k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
2,454,855 |
$102,392k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
1,263,479 |
$53,736k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
472,425 |
$52,415k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
223,733 |
$36,556k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
154,427 |
$24,298k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
157,695 |
$20,062k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
38,776 |
$11,394k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
92,920 |
$5,436k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
27,491 |
$5,340k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
27,505 |
$4,277k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
27,296 |
$3,087k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
25,000 |
$2,916k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
27,903 |
$2,160k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
23,066 |
$2,137k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
36,629 |
$2,127k |
|
|
NUVEEN AMT FREE MUN CR INC F (67071L106)
|
129,379 |
$2,062k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
10,796 |
$1,691k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
69,229 |
$1,569k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
9,520 |
$830k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
4,364 |
$782k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
5,166 |
$602k |
|
|
ISHARES (464287630)
|
4,877 |
$588k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
5,925 |
$519k |
|
|
ISHARES INC (46434G822)
|
9,446 |
$516k |
|
|
ISHARES TR (46434V738)
|
8,748 |
$408k |
|
|
ISHARES (464286665)
|
6,232 |
$294k |
|
|
FLEXSHARES TR (33939L407)
|
8,411 |
$278k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
240 |
$71k |
|
|
Mfc Flexshares TR Stoxx Global Broad Infrastructure Index Fd (33939L795)
|
1,226 |
$63k |
|
|
Mfc Flexshares TR TR IBoxx 3 Yr Target Duration TIPS Index Fd (33939L506)
|
2,414 |
$60k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
287 |
$32k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
145 |
$22k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
269 |
$17k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
324 |
$17k |
|
|
ISHARES TR (46429B697)
|
254 |
$16k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
280 |
$16k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
44 |
$7k |
|
|
DBX ETF TR (233051200)
|
160 |
$5k |
|
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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