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Legal Name: MANAGED ACCOUNT SERVICES INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 15, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR CORE S&P500 ETF (464287200)
|
54,420 |
$16,332k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
122,373 |
$10,967k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
232,958 |
$9,775k |
|
SPDR SERIES TRUST (78464A854)
|
172,053 |
$6,044k |
|
ISHARES (464288273)
|
100,933 |
$5,858k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
41,827 |
$4,709k |
|
S&P WRLD EX US (78463X889)
|
157,406 |
$4,686k |
|
SPDR SERIES TRUST (78464A300)
|
75,887 |
$4,629k |
|
SPDR SERIES TRUST (78464A474)
|
146,712 |
$4,501k |
|
ISHARES (464288877)
|
92,349 |
$4,472k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
32,295 |
$4,260k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
26,040 |
$4,196k |
|
SCHWAB STRATEGIC TR (808524201)
|
58,227 |
$4,158k |
|
ISHARES CORE U.S. REIT ETF (464288521)
|
76,275 |
$4,062k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
94,395 |
$4,043k |
|
VANGUARD INTL EQUITY (922042718)
|
36,462 |
$3,866k |
|
SPDR SERIES TRUST (78464A409)
|
95,874 |
$3,784k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
29,275 |
$3,781k |
|
VANGUARD INDEX FDS (922908637)
|
27,154 |
$3,723k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
21,744 |
$3,627k |
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
57,331 |
$3,448k |
|
ISHARES (464287879)
|
21,547 |
$3,221k |
|
SPDR SER TR (78468R739)
|
65,707 |
$3,212k |
|
SPDR INDEX SHS FDS (78463X871)
|
94,119 |
$2,854k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
34,595 |
$2,782k |
|
SPDR SERIES TRUST (78464A508)
|
82,230 |
$2,611k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
44,949 |
$2,561k |
|
SPDR Portfolio Emerging Market (78463X509)
|
68,557 |
$2,469k |
|
SCHWAB STRATEGIC TR (808524805)
|
76,310 |
$2,464k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
28,024 |
$2,377k |
|
ISHARES (464287630)
|
18,258 |
$2,220k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
28,095 |
$2,212k |
|
DJ WL INTL RE EST (78463X863)
|
51,229 |
$2,032k |
|
ISHARES (464287465)
|
29,184 |
$1,931k |
|
SCHWAB STRATEGIC TR (808524706)
|
69,296 |
$1,829k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
11,348 |
$1,800k |
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
38,066 |
$1,733k |
|
SCHWAB STRATEGIC TR (808524888)
|
51,911 |
$1,708k |
|
ISHARES TR (46435G755)
|
65,166 |
$1,699k |
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
53,824 |
$1,666k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
30,891 |
$1,591k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
18,937 |
$1,369k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
11,508 |
$1,362k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
21,457 |
$1,329k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
7,995 |
$1,253k |
|
iShares Short Term Nat'l Muni (464288158)
|
11,289 |
$1,202k |
|
UNITED PARCEL SERVIC (911312106)
|
11,509 |
$1,179k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
6,211 |
$1,030k |
|
SPDR SERIES TRUST (78464A649)
|
34,459 |
$1,003k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
7,822 |
$883k |
|
Apple Inc (037833100)
|
4,304 |
$879k |
|
SCHWAB STRATEGIC T (808524862)
|
13,966 |
$704k |
|
WISDOMTREE TR (97717W760)
|
10,622 |
$699k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,636 |
$695k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
12,576 |
$646k |
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
21,034 |
$629k |
|
VANECK VECTORS ETF TR (92189H409)
|
9,071 |
$577k |
|
Exxon Mobil Corp (30231G102)
|
7,466 |
$568k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,653 |
$557k |
|
HOME DEPOT INC (437076102)
|
2,607 |
$551k |
|
ISHARES TR (46434V803)
|
17,634 |
$524k |
|
SBA COMMUNICATIONS CORP NEW (78410G104)
|
1,992 |
$463k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,180 |
$456k |
|
ISHARES TR (46435G789)
|
17,398 |
$448k |
|
PIMCO ETF TR (72201R833)
|
4,378 |
$445k |
|
SCHWAB STRATEGIC TR (808524748)
|
12,977 |
$409k |
|
ISHARES (464288869)
|
4,144 |
$388k |
|
VANGUARD BD INDEX FD INC (921937827)
|
4,476 |
$359k |
|
SCHWAB STRATEGIC TR (808524755)
|
12,327 |
$345k |
|
VERIZON COMMUNICATIONS (92343V104)
|
5,507 |
$321k |
|
SCHWAB STRATEGIC TR (808524102)
|
4,422 |
$317k |
|
ISHARES (464288885)
|
3,743 |
$304k |
|
SPDR SERIES TRUST (78464A607)
|
2,891 |
$293k |
|
QUALCOMM INC (747525103)
|
3,391 |
$260k |
|
COCA-COLA CO (191216100)
|
4,967 |
$259k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
4,678 |
$247k |
|
DBX ETF TR (233051200)
|
7,634 |
$246k |
|
ISHARES TR (46435U697)
|
9,365 |
$245k |
|
CISCO SYSTEMS INC (17275R102)
|
4,000 |
$226k |
|
ISHARES TR (46429B697)
|
3,586 |
$226k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
763 |
$209k |
|
BLACKROCK MUN 2020 TERM TR (09249X109)
|
13,512 |
$204k |
|
ISHARES TR (464287457)
|
2,402 |
$203k |
|
TEVA PHARMACEUTICAL (881624209)
|
11,000 |
$104k |
|
THERAPEUTICSMD INC (88338N107)
|
22,178 |
$61k |
|
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