Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SECREST BLAKEY & ASSOCIATES, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
28,564 |
$8,419k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
134,448 |
$7,126k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
59,547 |
$4,967k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
53,740 |
$4,696k |
|
|
VANGUARD GROUP (921908844)
|
38,308 |
$4,412k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
52,410 |
$4,228k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
60,570 |
$3,470k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
43,208 |
$3,139k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
18,237 |
$2,836k |
|
|
ISHARES (464287465)
|
41,151 |
$2,705k |
|
|
PIMCO DYN CR& MORTGA (72202D106)
|
103,984 |
$2,496k |
|
|
PIMCO DYNAMIC INCOME FD (72201Y101)
|
72,039 |
$2,329k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
37,972 |
$2,169k |
|
|
INVESCO ACTIVELY MANAGD ETF (46090A887)
|
41,548 |
$2,093k |
|
|
Apple Inc (037833100)
|
10,383 |
$2,055k |
|
|
VANGUARD SCOTTSDALE FDS (92206C813)
|
17,370 |
$1,683k |
|
|
ENBRIDGE INC (29250N105)
|
45,406 |
$1,638k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
19,619 |
$1,630k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
11,714 |
$1,560k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
26,441 |
$1,414k |
|
|
UNITED PARCEL SERVIC (911312106)
|
13,652 |
$1,410k |
|
|
WELLS FARGO CO NEW (949746101)
|
28,542 |
$1,351k |
|
|
ALPS SECTOR DIVIDEND (00162Q858)
|
30,812 |
$1,340k |
|
|
ISHARES TR (46429B697)
|
18,529 |
$1,144k |
|
|
WELLTOWER INC (95040Q104)
|
13,849 |
$1,129k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
15,727 |
$1,114k |
|
|
VENTAS INC (92276F100)
|
15,781 |
$1,088k |
|
|
DOMINION ENERGY INC (25746U109)
|
13,441 |
$1,039k |
|
|
NEXTERA ENERGY INC (65339F101)
|
5,035 |
$1,032k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
7,576 |
$1,006k |
|
|
AMGEN INC (031162100)
|
5,364 |
$989k |
|
|
SOUTHERN CO (842587107)
|
17,722 |
$980k |
|
|
AEP (025537101)
|
10,208 |
$898k |
|
|
AT&T INC (00206R102)
|
26,712 |
$895k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
4,507 |
$876k |
|
|
LILLY ELI & CO (532457108)
|
7,500 |
$831k |
|
|
ALTRIA GROUP INC (02209S103)
|
17,206 |
$827k |
|
|
PFIZER INC (717081103)
|
18,967 |
$822k |
|
|
Exxon Mobil Corp (30231G102)
|
10,320 |
$791k |
|
|
Boeing Co/The (097023105)
|
2,112 |
$769k |
|
|
LOWES CO (548661107)
|
7,540 |
$761k |
|
|
VISA INC COM CL A (92826C839)
|
4,188 |
$727k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
6,491 |
$723k |
|
|
Chevron Corp (166764100)
|
5,526 |
$688k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
6,007 |
$672k |
|
|
BlackRock, Inc. (09247X101)
|
1,430 |
$671k |
|
|
DISNEY WALT CO (254687106)
|
4,792 |
$669k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,515 |
$665k |
|
|
STARBUCKS CORP (855244109)
|
7,876 |
$660k |
|
|
PPL CORP (69351T106)
|
20,991 |
$659k |
|
|
NIKE INC (654106103)
|
7,376 |
$621k |
|
|
SYSCO CORP (871829107)
|
8,486 |
$600k |
|
|
CME GROUP INC (12572Q105)
|
3,063 |
$595k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
4,866 |
$550k |
|
|
INTEL CORP (458140100)
|
11,151 |
$534k |
|
|
Lockheed Martin Corp (539830109)
|
1,464 |
$532k |
|
|
POLARIS INDS INC (731068102)
|
5,800 |
$529k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
16,198 |
$524k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
9,200 |
$506k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
6,799 |
$479k |
|
|
REALTY INCOME CORP (756109104)
|
6,384 |
$442k |
|
|
ROYAL BANK CDA (780087102)
|
5,386 |
$428k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
16,159 |
$427k |
|
|
BB&T CORPORATION (054937107)
|
7,092 |
$348k |
|
|
COMPASS MINERALS INTL INC (20451N101)
|
6,279 |
$345k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,500 |
$345k |
|
|
AMERICAN WTR WKS CO (030420103)
|
2,872 |
$333k |
|
|
CVS HEALTH CORP (126650100)
|
5,883 |
$321k |
|
|
PROSHARES TR (74347R107)
|
2,535 |
$320k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
4,371 |
$313k |
|
|
PEPSICO INC (713448108)
|
2,286 |
$300k |
|
|
HIGHWOODS PPTYS INC (431284108)
|
7,015 |
$293k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
5,650 |
$288k |
|
|
GENUINE PARTS CO (372460105)
|
2,724 |
$284k |
|
|
PPG INDUSTRIES INC (693506107)
|
2,400 |
$280k |
|
|
PAYCHEX INC (704326107)
|
3,263 |
$268k |
|
|
CORNING INCORPORATED (219350105)
|
7,900 |
$263k |
|
|
EMERSON ELEC CO (291011104)
|
3,734 |
$249k |
|
|
PINNACLE FINL PARTNERS INC (72346Q104)
|
4,163 |
$239k |
|
|
3M CO (88579Y101)
|
1,270 |
$220k |
|
|
TOTAL SA (89151E109)
|
3,835 |
$217k |
|
|
CREE INC (225447101)
|
3,802 |
$214k |
|
|
MCDONALDS CORP (580135101)
|
1,014 |
$211k |
|
|
Amazon.com Inc (023135106)
|
100 |
$189k |
Call |
|
CONFORMIS INC COM (20717E101)
|
42,115 |
$184k |
|
|
ISHARES (464287168)
|
1,392 |
$139k |
|
|
TELEFONICA DE ESPANA SA ADR (B (879382208)
|
15,525 |
$132k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
1,212 |
$129k |
|
|
SCHWAB STRATEGIC T (808524862)
|
2,268 |
$115k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
651 |
$102k |
|
|
ADP (053015103)
|
500 |
$83k |
Call |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
428 |
$70k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
979 |
$65k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
351 |
$59k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
362 |
$57k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
513 |
$56k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
431 |
$34k |
|
|
RIOT BLOCKCHAIN INC (767292105)
|
10,000 |
$31k |
Put |
|
MICROSOFT CORP (594918104)
|
200 |
$27k |
Call |
|
iShares MSCI USA ESG Select ET (464288802)
|
213 |
$26k |
|
|
ISHARES (464288646)
|
448 |
$24k |
|
|
ISHARES (464287234)
|
449 |
$19k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
102 |
$18k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
150 |
$17k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
268 |
$15k |
|
|
ISHARES FLT (46429B655)
|
270 |
$14k |
|
|
JOHNSON & JOHNSON (478160104)
|
100 |
$14k |
Call |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
110 |
$12k |
|
|
ISHARES (464287242)
|
89 |
$11k |
|
|
PROCTER & GAMBLE CO (742718109)
|
100 |
$11k |
Call |
|
COCA-COLA CO (191216100)
|
200 |
$10k |
Call |
|
ISHARES (464287556)
|
80 |
$9k |
|
|
PHILIP MORRIS INTL (718172109)
|
100 |
$8k |
Call |
|
ISHARES TR (464288257)
|
94 |
$7k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
50 |
$6k |
|
|
GENERAL MILLS INC (370334104)
|
100 |
$5k |
Put |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
84 |
$4k |
|
|
GENERAL ELECTRIC CO (369604103)
|
300 |
$3k |
Call |
|
ISHARES TR (464287457)
|
39 |
$3k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
4 |
$0k |
|
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