Avoid Fraud, Get The Facts, And Find The Best
Legal Name: MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
INVESCO EXCHANGETRAD (46137V357)
|
300,857 |
$31,783k |
|
SCHWAB STRATEGIC TR (808524805)
|
442,523 |
$13,603k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
139,556 |
$7,803k |
|
SCHWAB STRATEGIC T (808524862)
|
148,018 |
$7,487k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
130,414 |
$7,320k |
|
SCHWAB STRATEGIC TR (808524706)
|
219,401 |
$5,417k |
|
SPDR SERIES TRUST (78464A201)
|
65,109 |
$3,903k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
37,181 |
$3,113k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
54,293 |
$3,004k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
9,413 |
$2,770k |
|
UNITED PARCEL SERVIC (911312106)
|
18,209 |
$2,109k |
|
Apple Inc (037833100)
|
9,218 |
$1,926k |
|
ISHARES RUS (464287689)
|
8,723 |
$1,497k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
18,995 |
$1,121k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
15,687 |
$1,040k |
|
PFIZER INC (717081103)
|
25,298 |
$890k |
|
JPMORGAN CHASE & CO (46625H100)
|
7,683 |
$840k |
|
VERIZON COMMUNICATIONS (92343V104)
|
11,890 |
$670k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
3,358 |
$636k |
|
Boeing Co/The (097023105)
|
1,768 |
$589k |
|
ISHARES TR (46429B697)
|
9,197 |
$582k |
|
DISNEY WALT CO (254687106)
|
3,683 |
$505k |
|
HOME DEPOT INC (437076102)
|
2,402 |
$500k |
|
ALPHABET INC (02079K305)
|
417 |
$499k |
|
GLAXOSMITHKLINE PLC (37733W105)
|
11,755 |
$478k |
|
HONEYWELL INTL INC (438516106)
|
2,493 |
$419k |
|
VISA INC COM CL A (92826C839)
|
2,196 |
$392k |
|
ABBVIE INC (00287Y109)
|
5,796 |
$377k |
|
CONSTELLATION BRANDS (21036P108)
|
1,896 |
$373k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
7,777 |
$373k |
|
Amazon.com Inc (023135106)
|
197 |
$359k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,643 |
$355k |
|
Berkshire Hathaway, Inc. (084670702)
|
1,716 |
$341k |
|
CACI INTL INC (127190304)
|
1,561 |
$329k |
|
CUMMINS INC (231021106)
|
2,141 |
$323k |
|
Marathon Petroleum Corp (56585A102)
|
5,687 |
$268k |
|
EOG Resources Inc (26875P101)
|
3,285 |
$258k |
|
INDEXIQ ETF TR (45409B107)
|
8,494 |
$257k |
|
Chevron Corp (166764100)
|
2,068 |
$253k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
2,786 |
$253k |
|
Bank of America Corp. (060505104)
|
8,977 |
$249k |
|
VMware (VMW) (928563402)
|
1,408 |
$222k |
|
MICROSOFT CORP (594918104)
|
1,577 |
$219k |
|
GOLDMAN SACHS ETF TR (381430529)
|
2,124 |
$213k |
|
Lockheed Martin Corp (539830109)
|
548 |
$207k |
|
INTL BUSINESS MCHN (459200101)
|
1,491 |
$202k |
|
Ishares TR Gl Clean Energy ETF (464288224)
|
15,809 |
$173k |
|
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