Avoid Fraud, Get The Facts, And Find The Best
Reported Holdings Of The
KWMG LLC
Legal Name: KWMG, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 10, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR S&P 500 GRWT ETF (464287309)
|
155,907 |
$27,945k |
|
ISHARES TR (464287176)
|
233,095 |
$26,920k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
225,887 |
$26,332k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
564,661 |
$23,552k |
|
VANGUARD BD INDEX FD INC (921937827)
|
287,088 |
$23,119k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
239,382 |
$19,885k |
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
75,637 |
$11,293k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
89,133 |
$9,924k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
214,872 |
$9,139k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
95,978 |
$8,367k |
|
VANGUARD GROUP (921908844)
|
70,116 |
$8,075k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
90,135 |
$7,878k |
|
SWEDISH EXPT CR CORP (870297801)
|
1,505,034 |
$7,864k |
|
ISHARES (464288646)
|
125,864 |
$6,726k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
78,834 |
$6,360k |
|
ISHARES TR (464288679)
|
48,654 |
$5,384k |
|
SPDR SERIES TRUST (78468r663)
|
54,990 |
$5,038k |
|
Valero Energy Corp (91913Y100)
|
54,446 |
$4,661k |
|
CARDINAL HEALTH INC (14149Y108)
|
94,920 |
$4,471k |
|
SELECT SECTOR SPDR (81369Y803)
|
56,420 |
$4,403k |
|
WALGREENS BOOTS ALLI (931427108)
|
77,789 |
$4,253k |
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
22,334 |
$4,159k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
74,435 |
$4,095k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
22,702 |
$3,795k |
|
SPDR SERIES TRUST (78464A151)
|
109,368 |
$3,739k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
28,279 |
$3,692k |
|
Aon, PLC (G0408V102)
|
16,724 |
$3,227k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
40,347 |
$3,158k |
|
AFLAC INC (001055102)
|
55,471 |
$3,040k |
|
ROSS STORES INC (778296103)
|
29,774 |
$2,951k |
|
KIMBERLY CLARK CORP (494368103)
|
21,802 |
$2,906k |
|
CDN NATL RAILWAY (136375102)
|
31,287 |
$2,893k |
|
LAM RESEARCH CORP (512807108)
|
15,352 |
$2,884k |
|
CARLISLE COS INC (142339100)
|
20,526 |
$2,882k |
|
TRAVELERS CO(THE) (89417E109)
|
19,241 |
$2,877k |
|
HOME DEPOT INC (437076102)
|
13,548 |
$2,818k |
|
TJX COMPANIES INC (872540109)
|
52,757 |
$2,790k |
|
PFIZER INC (717081103)
|
63,422 |
$2,747k |
|
ISHARES (46429B747)
|
27,248 |
$2,741k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
17,808 |
$2,673k |
|
SEAGATE TECHNOLOGY (G7945M107)
|
56,659 |
$2,670k |
|
WHIRLPOOL CORP (963320106)
|
18,642 |
$2,654k |
|
DELTA AIR LINES (247361702)
|
46,478 |
$2,638k |
|
ISHARES (464287168)
|
26,223 |
$2,611k |
|
Boeing Co/The (097023105)
|
7,169 |
$2,610k |
|
FRANKLIN RES INC (354613101)
|
74,211 |
$2,583k |
|
CORNING INCORPORATED (219350105)
|
77,683 |
$2,581k |
|
HOME BANCSHARES (436893200)
|
132,512 |
$2,552k |
|
RAYTHEON (755111507)
|
14,542 |
$2,529k |
|
SEALED AIR CORP (81211K100)
|
58,597 |
$2,507k |
|
ROCKWELL AUTOMATION (773903109)
|
15,250 |
$2,498k |
|
INTL BUSINESS MCHN (459200101)
|
18,023 |
$2,485k |
|
AT&T INC (00206R102)
|
73,948 |
$2,478k |
|
EDISON INTL (281020107)
|
36,261 |
$2,444k |
|
PROSPERITY BANCSHARES INC (743606105)
|
36,851 |
$2,434k |
|
JUNIPER NETWORKS COM (48203R104)
|
90,943 |
$2,422k |
|
AAL (02376R102)
|
72,433 |
$2,362k |
|
LYONDELLBASELL INDUS (N53745100)
|
26,596 |
$2,291k |
|
CENTURYLINK INC (156700106)
|
194,528 |
$2,288k |
|
NATIONAL FUEL GAS CO N J (636180101)
|
42,218 |
$2,227k |
|
ALTRIA GROUP INC (02209S103)
|
46,926 |
$2,222k |
|
DEVON ENERGY CORP (25179M103)
|
77,888 |
$2,221k |
|
L BRANDS INC (501797104)
|
84,769 |
$2,212k |
|
WESTROCK CO (96145D105)
|
59,501 |
$2,170k |
|
CONAGRA BRANDS INC (205887102)
|
81,333 |
$2,157k |
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
40,440 |
$2,133k |
|
Marathon Petroleum Corp (56585A102)
|
38,152 |
$2,132k |
|
International Paper Co (460146103)
|
48,565 |
$2,104k |
|
KROGER CO (501044101)
|
96,785 |
$2,101k |
|
SPDR SER TR (78468R739)
|
38,585 |
$1,888k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
16,442 |
$1,831k |
|
KOHLS CORP (500255104)
|
37,669 |
$1,791k |
|
NORDSTROM INC (655664100)
|
53,956 |
$1,719k |
|
ISHARES U (464287739)
|
18,558 |
$1,620k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
25,886 |
$1,589k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
5,178 |
$1,526k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
7,773 |
$1,510k |
|
SPDR SERIES TRUST (78468R622)
|
13,266 |
$1,445k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
11,404 |
$1,290k |
|
DBX ETF TR (233051200)
|
39,749 |
$1,256k |
|
SPDR S&P DIVIDEND (78464A763)
|
12,295 |
$1,240k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
7,433 |
$1,214k |
|
VANECK VECTORS ETF TR (92189H201)
|
24,089 |
$1,198k |
|
WISDOMTREE TR (97717W794)
|
22,338 |
$1,052k |
|
UMB FINL CORP (902788108)
|
15,963 |
$1,051k |
|
iShares Short Term Nat'l Muni (464288158)
|
9,195 |
$980k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
18,171 |
$927k |
|
SPDR SERIES TRUST (78464A284)
|
15,686 |
$917k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,141 |
$587k |
|
Apple Inc (037833100)
|
2,834 |
$561k |
|
JOHNSON & JOHNSON (478160104)
|
3,965 |
$552k |
|
PROCTER & GAMBLE CO (742718109)
|
4,760 |
$522k |
|
HONEYWELL INTL INC (438516106)
|
2,777 |
$485k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,065 |
$477k |
|
WISDOMTREE TR (97717W315)
|
8,482 |
$379k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
2,218 |
$347k |
|
COCA-COLA CO (191216100)
|
6,527 |
$332k |
|
BARCLAYS BK PLC (06738C778)
|
14,382 |
$320k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
6,093 |
$313k |
|
COMMERCE BANCSHARES (200525103)
|
5,250 |
$313k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,043 |
$306k |
|
SELECT SECTOR SPDR (81369Y100)
|
5,230 |
$306k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
1,347 |
$284k |
|
Exxon Mobil Corp (30231G102)
|
3,333 |
$255k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
874 |
$235k |
|
PHILIP MORRIS INTL (718172109)
|
2,971 |
$233k |
|
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408)
|
8,440 |
$230k |
|
VANECK VECTORS ETF TR (92189H409)
|
3,613 |
$230k |
|
AptarGroup, Inc. (038336103)
|
1,766 |
$220k |
|
CITIGROUP INC (172967424)
|
3,112 |
$218k |
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
10,965 |
$208k |
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
2,679 |
$201k |
|
SPRINT CORPORATION (85207U105)
|
10,555 |
$69k |
|
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