Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LGL PARTNERS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
150,196 |
$44,008k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
125,426 |
$24,365k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
247,843 |
$19,401k |
|
|
ISHARES (464287465)
|
251,482 |
$16,530k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
268,657 |
$13,820k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
172,218 |
$10,574k |
|
|
ISHARES (464287168)
|
77,799 |
$7,746k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
25,051 |
$7,384k |
|
|
ISHA (464287101)
|
52,325 |
$6,781k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
58,269 |
$6,590k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
146,208 |
$6,098k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
137,764 |
$5,859k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
26,311 |
$4,913k |
|
|
DB COMMODITY INDEX TRACKING (46138B103)
|
285,998 |
$4,499k |
|
|
ISHARES TR (464288182)
|
63,867 |
$4,457k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
44,081 |
$3,853k |
|
|
Apple Inc (037833100)
|
19,158 |
$3,792k |
|
|
VANECK VECTORS ETF TR (92189H201)
|
65,580 |
$3,263k |
|
|
PIMCO ETF TR (72201R775)
|
25,512 |
$2,742k |
|
|
VANECK VECTORS ETF TR (92189h300)
|
73,246 |
$2,542k |
|
|
Amazon.com Inc (023135106)
|
1,250 |
$2,367k |
|
|
Calavo Growers Inc (128246105)
|
21,400 |
$2,070k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
11,968 |
$1,861k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
121,479 |
$1,777k |
|
|
MASTERCARD INC (57636Q104)
|
6,005 |
$1,589k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
10,028 |
$1,505k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
8,365 |
$1,417k |
|
|
ALPHABET INC (02079K305)
|
1,293 |
$1,400k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
12,336 |
$1,244k |
|
|
VANECK VECTORS ETF TR (92189F791)
|
34,858 |
$1,219k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
4,477 |
$1,205k |
|
|
VANGUARD GROUP (921908844)
|
10,292 |
$1,185k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
5,015 |
$1,069k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
11,964 |
$1,045k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
6,629 |
$1,038k |
|
|
ENERGY TRANSFER LP (29273V100)
|
72,517 |
$1,021k |
|
|
ProShares Trust Short S&P500 (74347B425)
|
37,400 |
$995k |
|
|
ENTERPRISE PRODS (293792107)
|
34,373 |
$992k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
6,049 |
$988k |
|
|
SPDR SERIES TRUST (78464A474)
|
30,849 |
$950k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
15,349 |
$935k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
8,321 |
$923k |
|
|
ISHARES (464287242)
|
7,260 |
$903k |
|
|
ISHARES TR (464288687)
|
19,006 |
$700k |
|
|
JOHNSON & JOHNSON (478160104)
|
4,944 |
$689k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
30,178 |
$684k |
|
|
NIKE INC (654106103)
|
7,775 |
$653k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
4,075 |
$608k |
|
|
PLAINS GP HLDGS L P (72651A207)
|
24,215 |
$605k |
|
|
DISNEY WALT CO (254687106)
|
4,270 |
$596k |
|
|
VISA INC COM CL A (92826C839)
|
3,405 |
$591k |
|
|
Facebook Inc (30303M102)
|
2,980 |
$575k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
6,248 |
$545k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
8,654 |
$484k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,665 |
$477k |
|
|
TEXAS PAC LD TR (882610108)
|
600 |
$472k |
|
|
ISHARES (464287234)
|
10,874 |
$467k |
|
|
PROCTER & GAMBLE CO (742718109)
|
4,248 |
$466k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
3,466 |
$462k |
|
|
American Express Co. (025816109)
|
3,613 |
$446k |
|
|
MICROSOFT CORP (594918104)
|
3,234 |
$433k |
|
|
STARBUCKS CORP (855244109)
|
5,146 |
$431k |
|
|
ISHARES TR (464287663)
|
7,518 |
$426k |
|
|
ISHARES TR (464287457)
|
4,991 |
$423k |
|
|
Bank of America Corp. (060505104)
|
14,451 |
$419k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,609 |
$410k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,465 |
$401k |
|
|
INTEL CORP (458140100)
|
8,262 |
$396k |
|
|
ORACLE CORP (68389X105)
|
6,910 |
$394k |
|
|
SPDR SERIES TRUST (78464A359)
|
7,169 |
$379k |
|
|
MCDONALDS CORP (580135101)
|
1,788 |
$371k |
|
|
Alphabet Inc (02079K107)
|
343 |
$371k |
|
|
MARRIOTT INTL INC (571903202)
|
2,630 |
$369k |
|
|
Williams Cos Inc/The (969457100)
|
12,236 |
$343k |
|
|
CISCO SYSTEMS INC (17275R102)
|
6,230 |
$341k |
|
|
BOSTON BEER INC (100557107)
|
900 |
$340k |
|
|
NOVO-NORDISK AS (670100205)
|
6,640 |
$339k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,650 |
$337k |
|
|
ISHARES INC (464286749)
|
8,634 |
$324k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
5,038 |
$321k |
|
|
WALMART INC COM (931142103)
|
2,908 |
$321k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,734 |
$306k |
|
|
C H Robinson Worldwide (12541W209)
|
3,560 |
$300k |
|
|
PEPSICO INC (713448108)
|
2,225 |
$292k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
4,488 |
$287k |
|
|
ISHARES TR (464287861)
|
6,434 |
$284k |
|
|
Booking Holdings, Inc. (09857L108)
|
148 |
$277k |
|
|
HOME DEPOT INC (437076102)
|
1,330 |
$277k |
|
|
BIOGEN INC (09062X103)
|
1,173 |
$274k |
|
|
Twitter Inc (90184L102)
|
7,481 |
$261k |
|
|
MPLX LP (55336V100)
|
7,961 |
$256k |
|
|
HANNON ARMSTRONG S (41068X100)
|
9,000 |
$254k |
|
|
WISDOMTREE TR (97717W406)
|
2,923 |
$251k |
|
|
LILLY ELI & CO (532457108)
|
2,257 |
$250k |
|
|
PFIZER INC (717081103)
|
5,782 |
$250k |
|
|
UNILEVER PLC (904767704)
|
4,021 |
$249k |
|
|
TCG BDC INC (872280102)
|
16,253 |
$248k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
1,189 |
$243k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,745 |
$241k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,150 |
$236k |
|
|
SPDR SERIES TRUST (78464A797)
|
5,357 |
$232k |
|
|
ISHARES TR (46429B697)
|
3,679 |
$227k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
3,205 |
$203k |
|
|
Global X MLP ETF (37950E473)
|
16,969 |
$150k |
|
|
SITO MOBILE LTD (82988R203)
|
56,856 |
$45k |
|
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