Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LENOX WEALTH ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 12, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
311,041 |
$91,135k |
|
|
ISHARES INC (464286525)
|
782,388 |
$72,074k |
|
|
ISHARES (464287465)
|
1,039,022 |
$68,295k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
295,481 |
$57,400k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
747,281 |
$43,918k |
|
|
FLEXSHARES TR (33939L837)
|
1,770,924 |
$40,767k |
|
|
WISDOMTREE TR (97717X560)
|
1,408,404 |
$38,804k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
1,371,752 |
$29,067k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q209)
|
460,123 |
$25,058k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
307,807 |
$23,135k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
161,172 |
$11,313k |
|
|
SPDR SERIES TRUST (78464A854)
|
153,799 |
$5,312k |
|
|
SPDR SERIES TRUST (78464A847)
|
116,144 |
$3,957k |
|
|
VANGUARD MALVERN FDS (922020805)
|
79,124 |
$3,902k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
44,129 |
$3,560k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
27,426 |
$3,489k |
|
|
SPDR SER TR (78468R739)
|
64,601 |
$3,161k |
|
|
Apple Inc (037833100)
|
12,839 |
$2,541k |
|
|
Amazon.com Inc (023135106)
|
1,298 |
$2,458k |
|
|
DBX ETF TR (233051200)
|
77,532 |
$2,451k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
54,274 |
$2,264k |
|
|
FLEXSHARES TR (33939L860)
|
46,949 |
$2,106k |
|
|
MICROSOFT CORP (594918104)
|
15,387 |
$2,061k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
36,304 |
$1,544k |
|
|
ISHARES (464288273)
|
22,898 |
$1,314k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
17,486 |
$1,074k |
|
|
ALPHABET INC (02079K305)
|
896 |
$970k |
|
|
VISA INC COM CL A (92826C839)
|
5,510 |
$956k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
2,545 |
$903k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
10,237 |
$895k |
|
|
WISDOMTREE INTERNATIONALHGH DIV ETF (97717W802)
|
17,951 |
$725k |
|
|
Facebook Inc (30303M102)
|
3,637 |
$702k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,500 |
$661k |
|
|
EVOLENT HEALTH INC CL A (30050B101)
|
69,974 |
$556k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
4,655 |
$526k |
|
|
PFIZER INC (717081103)
|
11,475 |
$497k |
|
|
Alphabet Inc (02079K107)
|
453 |
$490k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
2,971 |
$485k |
|
|
WALMART INC COM (931142103)
|
4,086 |
$451k |
|
|
CISCO SYSTEMS INC (17275R102)
|
7,978 |
$437k |
|
|
Exxon Mobil Corp (30231G102)
|
5,705 |
$437k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,044 |
$436k |
|
|
BLACKROCK ENHNCD EQ (09251A104)
|
48,787 |
$433k |
|
|
ISHARES INC (464286533)
|
7,250 |
$427k |
|
|
Calavo Growers Inc (128246105)
|
4,406 |
$426k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
3,912 |
$395k |
|
|
PHILIP MORRIS INTL (718172109)
|
5,000 |
$393k |
|
|
M & T BK CORP (55261F104)
|
2,278 |
$387k |
|
|
SPDR INDEX SHS FDS (78463X848)
|
10,491 |
$385k |
|
|
PEPSICO INC (713448108)
|
2,667 |
$350k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,421 |
$347k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
3,077 |
$343k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
1,246 |
$335k |
|
|
ISHARES TR (464288687)
|
8,546 |
$315k |
|
|
EMERSON ELEC CO (291011104)
|
4,320 |
$288k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,695 |
$287k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,449 |
$280k |
|
|
TARGET CORPORATION (87612E106)
|
3,220 |
$279k |
|
|
ADP (053015103)
|
1,648 |
$272k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,262 |
$264k |
|
|
HOME DEPOT INC (437076102)
|
1,234 |
$257k |
|
|
UNITED BANKSHARES INC/WV (909907107)
|
6,898 |
$256k |
|
|
JD.com Inc (47215P106)
|
8,092 |
$245k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
1,206 |
$239k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,529 |
$238k |
|
|
DISNEY WALT CO (254687106)
|
1,654 |
$231k |
|
|
MOODYS CORP (615369105)
|
1,185 |
$231k |
|
|
3M CO (88579Y101)
|
1,244 |
$216k |
|
|
JOHNSON & JOHNSON (478160104)
|
1,477 |
$206k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,000 |
$205k |
|
|
UNITED TECHNOLOGIES (913017109)
|
1,546 |
$201k |
|
|
ABBOTT LABS (002824100)
|
2,366 |
$199k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
668 |
$197k |
|
|
ISHARES (464287168)
|
1,923 |
$191k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
1,676 |
$187k |
|
|
DANAHER CORP (235851102)
|
1,302 |
$186k |
|
|
WORKDAY INC COM USD0.001 CL A (98138H101)
|
896 |
$184k |
|
|
Blackrock Enh Cap And Inc (09256A109)
|
11,550 |
$182k |
|
|
COCA-COLA CO (191216100)
|
3,444 |
$175k |
|
|
Chevron Corp (166764100)
|
1,401 |
$174k |
|
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