Avoid Fraud, Get The Facts, And Find The Best
Legal Name: MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 5, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR U.S. UTILITS ETF (464287697)
|
80,937 |
$12,181k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
134,194 |
$11,266k |
|
|
ISHARES TR (464288679)
|
82,070 |
$9,064k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
131,667 |
$7,561k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
31,128 |
$7,551k |
|
|
ISHARES TR EXPANDED TECH (464287515)
|
33,753 |
$7,487k |
|
|
ISHARES TR (464287580)
|
33,204 |
$7,289k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
34,307 |
$7,283k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
94,916 |
$6,711k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
109,814 |
$6,069k |
|
|
SCHWAB STRATEGIC T (808524862)
|
115,932 |
$5,849k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
66,047 |
$5,318k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
47,749 |
$5,184k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
63,396 |
$4,972k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
362,466 |
$4,802k |
|
|
ISHARES TR (464287457)
|
50,357 |
$4,258k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
47,160 |
$3,350k |
|
|
FIRST TR NASDAQ100 TECH INDE (337345102)
|
30,597 |
$2,675k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X176)
|
39,280 |
$2,656k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X184)
|
86,876 |
$2,486k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
16,072 |
$2,331k |
|
|
ISHARES TR (464288794)
|
30,859 |
$1,968k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E203)
|
13,860 |
$1,958k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
9,524 |
$1,855k |
|
|
Lockheed Martin Corp (539830109)
|
3,996 |
$1,444k |
|
|
GENERAL ELECTRIC CO (369604103)
|
98,605 |
$1,048k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
23,218 |
$972k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
12,930 |
$928k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X143)
|
9,239 |
$719k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
12,074 |
$682k |
|
|
MICROSOFT CORP (594918104)
|
4,354 |
$590k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R605)
|
16,855 |
$515k |
|
|
Verisk Analytics Inc (92345Y106)
|
3,286 |
$485k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
7,928 |
$449k |
|
|
Apple Inc (037833100)
|
2,145 |
$432k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,214 |
$355k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,503 |
$348k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,600 |
$302k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
880 |
$260k |
|
|
DISNEY WALT CO (254687106)
|
1,761 |
$249k |
|
|
AT&T INC (00206R102)
|
6,909 |
$230k |
|
|
WALMART INC COM (931142103)
|
1,964 |
$217k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
1,887 |
$214k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V837)
|
3,406 |
$206k |
|
|
ADAMS DIVERSIFIED EQUITY FD (006212104)
|
120,897 |
$134k |
|
|
SIRIUS XM HLDG (82968B103)
|
22,444 |
$128k |
|
|
TRANSOCEAN LTD (H8817H100)
|
10,000 |
$64k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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