Avoid Fraud, Get The Facts, And Find The Best
Legal Name: TOWERPOINT WEALTH, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 7, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
194,906 |
$17,508k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
105,498 |
$11,799k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
56,832 |
$9,499k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
219,640 |
$8,974k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
44,771 |
$8,483k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
60,233 |
$7,922k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
121,522 |
$7,043k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
141,898 |
$6,930k |
|
|
SPDR SERIES TRUST (78464A359)
|
128,641 |
$6,899k |
|
|
VANECK VECTORS ETF TR (92189h300)
|
180,007 |
$6,228k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
71,017 |
$6,174k |
|
|
ISHARES TR (464288356)
|
94,744 |
$5,779k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
77,641 |
$4,663k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
51,763 |
$4,601k |
|
|
SPDR INDEX SHS FDS (78463X772)
|
89,023 |
$3,419k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
20,892 |
$3,370k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
20,039 |
$2,574k |
|
|
ISHARES TR (464287119)
|
11,339 |
$2,209k |
|
|
ISHARES (464287465)
|
28,144 |
$1,814k |
|
|
Chevron Corp (166764100)
|
13,407 |
$1,651k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
48,062 |
$1,636k |
|
|
FIRST TR EXCH TRADED FD III CALIF (33739P863)
|
27,700 |
$1,462k |
|
|
SPDR SER TR (78468R648)
|
42,876 |
$1,460k |
|
|
PROCTER & GAMBLE CO (742718109)
|
8,109 |
$957k |
|
|
SPDR SERIES TRUST (78464A409)
|
15,868 |
$622k |
|
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
10,191 |
$609k |
|
|
ISHARES TR (464288109)
|
5,537 |
$606k |
|
|
Ishares Morningstar Small-Cap Value Etf (464288703)
|
4,177 |
$576k |
|
|
Apple Inc (037833100)
|
2,405 |
$512k |
|
|
ISHARES (464288604)
|
2,049 |
$427k |
|
|
Exxon Mobil Corp (30231G102)
|
5,515 |
$410k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,995 |
$406k |
|
|
ISHARES (464287630)
|
3,220 |
$389k |
|
|
LILLY ELI & CO (532457108)
|
3,575 |
$389k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
3,175 |
$377k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
14,716 |
$367k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
7,089 |
$367k |
|
|
ALTRIA GROUP INC (02209S103)
|
7,438 |
$350k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,984 |
$333k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
6,014 |
$332k |
|
|
DORCHESTER MINERALS (25820R105)
|
16,197 |
$302k |
|
|
FIRST TR EXCH TRD ALPHA FD I (33737J174)
|
5,359 |
$282k |
|
|
PFIZER INC (717081103)
|
6,969 |
$271k |
|
|
INTEL CORP (458140100)
|
16,055 |
$270k |
|
|
DUKE ENERGY CORP (26441C204)
|
2,870 |
$249k |
|
|
MICROSOFT CORP (594918104)
|
1,783 |
$243k |
|
|
EDISON INTL (281020107)
|
3,212 |
$239k |
|
|
GENERAL ELECTRIC CO (369604103)
|
12,280 |
$128k |
|
|
Delaware Enhanced Global Dividend & Income (246060107)
|
11,791 |
$116k |
|
|
NUVEEN CALIF MUN VALUE FD (67062C107)
|
10,000 |
$104k |
|
|
DuPont de Nemours Inc (26614N102)
|
23,530 |
$84k |
|
|
Dow Inc (260557103)
|
12,534 |
$53k |
|
|
ZIONS BANCORPORATION N.A. (989701107)
|
50,000 |
$50k |
|
|
Phillips 66 (718546104)
|
16,736 |
$46k |
|
|
NETAPP INC (64110D104)
|
41,000 |
$41k |
|
|
ConocoPhillips (20825C104)
|
28,900 |
$32k |
|
|
ShiftPixy Inc (82452L104)
|
16,750 |
$17k |
|
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