Avoid Fraud, Get The Facts, And Find The Best
Reported Holdings Of The
Mcadam LLC
Legal Name: MCADAM LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 30, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB STRATEGIC TR (808524201)
|
565,493 |
$39,692k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
984,067 |
$38,487k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
342,402 |
$28,491k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
484,820 |
$25,695k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
702,385 |
$22,540k |
|
|
SPDR SERIES TRUST (78464A821)
|
338,987 |
$18,400k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
135,085 |
$14,562k |
|
|
SCHWAB STRATEGIC TRUST (808524730)
|
459,574 |
$13,208k |
|
|
SPDR SERIES TRUST (78464A839)
|
226,961 |
$11,659k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
320,423 |
$10,459k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
232,066 |
$8,747k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
55,503 |
$8,331k |
|
|
SPDR SERIES TRUST (78464A664)
|
193,755 |
$7,394k |
|
|
WISDOMTREE TR (97717X313)
|
259,278 |
$7,177k |
|
|
PIMCO ETF TR (72201R817)
|
53,628 |
$5,762k |
|
|
WISDOMTREE TR (97717W430)
|
239,340 |
$5,579k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
107,985 |
$5,414k |
|
|
SPDR SERIES TRUST (78464A300)
|
80,942 |
$4,912k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
312,519 |
$4,572k |
|
|
SPDR SERIES TRUST (78464A359)
|
85,441 |
$4,517k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
70,308 |
$3,864k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
180,886 |
$3,428k |
|
|
SPDR SERIES TRUST (78464A201)
|
54,907 |
$3,344k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
14,728 |
$2,985k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
50,752 |
$2,858k |
|
|
WISDOMTREE TR (97717X560)
|
84,380 |
$2,325k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
38,080 |
$2,233k |
|
|
SPDR SER TR (78468R739)
|
44,197 |
$2,163k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
19,113 |
$2,128k |
|
|
SPDR SERIES TRUST (78464A284)
|
34,984 |
$2,045k |
|
|
DBX ETF TR (233051705)
|
57,653 |
$1,597k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
18,651 |
$1,333k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
23,873 |
$1,267k |
|
|
Apple Inc (037833100)
|
6,095 |
$1,206k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V258)
|
17,154 |
$1,115k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
39,489 |
$1,036k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
34,637 |
$785k |
|
|
JOHNSON & JOHNSON (478160104)
|
5,412 |
$754k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
12,241 |
$699k |
|
|
Amazon.com Inc (023135106)
|
354 |
$670k |
|
|
INDEXIQ ETF TR (45409B800)
|
20,344 |
$642k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
11,941 |
$614k |
|
|
CELGENE CORP (151020104)
|
6,617 |
$612k |
|
|
CISCO SYSTEMS INC (17275R102)
|
10,920 |
$598k |
|
|
Aon, PLC (G0408V102)
|
2,868 |
$553k |
|
|
AT&T INC (00206R102)
|
15,769 |
$528k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
9,261 |
$462k |
|
|
COLONY CR REAL ESTATE INC (19625T101)
|
26,795 |
$415k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
14,252 |
$414k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,366 |
$400k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
6,384 |
$365k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
2,797 |
$333k |
|
|
INTEL CORP (458140100)
|
6,779 |
$325k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,902 |
$311k |
|
|
Boeing Co/The (097023105)
|
843 |
$307k |
|
|
PFIZER INC (717081103)
|
6,824 |
$296k |
|
|
RED HAT INC (756577102)
|
1,565 |
$294k |
|
|
CHEMED CORPORATION (16359R103)
|
789 |
$285k |
|
|
ISHARES TR (464287572)
|
5,535 |
$270k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,207 |
$250k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,166 |
$249k |
|
|
CHOICE HOTELS INTL INC (169905106)
|
2,816 |
$245k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V266)
|
2,028 |
$242k |
|
|
DISNEY WALT CO (254687106)
|
1,722 |
$241k |
|
|
MICROSOFT CORP (594918104)
|
1,783 |
$239k |
|
|
Alphabet Inc (02079K107)
|
218 |
$236k |
|
|
Ishares Core 1-5 Year Usd Bond Etf (46432F859)
|
4,285 |
$216k |
|
|
ABBVIE INC (00287Y109)
|
2,966 |
$216k |
|
|
BIOGEN INC (09062X103)
|
919 |
$215k |
|
|
Vertex Pharmaceuticals Inc (92532F100)
|
1,162 |
$213k |
|
|
CINTAS CORP (172908105)
|
858 |
$204k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
1,833 |
$203k |
|
|
AURORA CANNABIS (05156X108)
|
18,540 |
$145k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
12,417 |
$74k |
|
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