Avoid Fraud, Get The Facts, And Find The Best
Legal Name: TWIN FOCUS CAPITAL PARTNERS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
189,238 |
$28,403k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
367,659 |
$18,912k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
230,864 |
$14,175k |
|
SPDR GOLD TR GOLD (78463V107)
|
81,517 |
$10,858k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
30,593 |
$8,964k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
196,927 |
$8,375k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
603,611 |
$8,149k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
795,385 |
$7,835k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
117,330 |
$5,983k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
31,888 |
$5,716k |
|
VANGUARD INTL EQUITY (922042718)
|
52,497 |
$5,526k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
16,531 |
$4,449k |
|
Berkshire Hathaway, Inc. (084670702)
|
20,575 |
$4,386k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
102,649 |
$4,281k |
|
VANGUARD INDEX FDS (922908652)
|
35,970 |
$4,265k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
21,693 |
$4,214k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
35,755 |
$3,981k |
|
ISHARES RUS (464287689)
|
22,236 |
$3,833k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
12,977 |
$3,825k |
|
VANGUARD GROUP (921908844)
|
32,263 |
$3,715k |
|
SELECT SECTOR SPDR (81369Y506)
|
39,870 |
$2,540k |
|
ISHARES TR (464287119)
|
12,651 |
$2,427k |
|
ISHARES (464288273)
|
41,630 |
$2,390k |
|
SPDR INDEX SHS FDS (78463X756)
|
49,196 |
$2,199k |
|
SPDR SERIES TRUST (78464A730)
|
79,087 |
$2,155k |
|
PRICE T ROWE GROUP INC (74144t108)
|
17,800 |
$1,953k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
23,352 |
$1,828k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
11,434 |
$1,778k |
|
SPDR S&P China ETF (78463X400)
|
18,111 |
$1,731k |
|
ADAMS DIVERSIFIED EQUITY FD (006212104)
|
109,457 |
$1,693k |
|
SPDR S&P DIVIDEND (78464A763)
|
16,236 |
$1,638k |
|
Intercontinental Exchange Inc (45866F104)
|
18,782 |
$1,614k |
|
Apple Inc (037833100)
|
7,581 |
$1,500k |
|
VANGUARD CHARLOTTE FDS (92203J407)
|
25,984 |
$1,489k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
17,299 |
$1,396k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
8,100 |
$1,354k |
|
ISHARES TR (464287861)
|
28,404 |
$1,252k |
|
VANECK VECTORS ETF TR GOLD MINERS ETF (92189F106)
|
48,500 |
$1,240k |
|
ISHARES TR (464287176)
|
10,441 |
$1,206k |
|
ISHARES TR (464288240)
|
25,715 |
$1,202k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
10,420 |
$1,156k |
|
Global X MLP ETF (37950E473)
|
128,400 |
$1,132k |
|
WALMART INC COM (931142103)
|
10,000 |
$1,105k |
|
ISHARES (464287168)
|
10,200 |
$1,016k |
|
BlackRock, Inc. (09247X101)
|
2,064 |
$969k |
|
ISHARES TR (464287457)
|
10,391 |
$881k |
|
BOULDER GROWTH & INCOME FD I (101507101)
|
74,871 |
$842k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
15,013 |
$839k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
9,098 |
$811k |
|
VANGUARD MALVERN FDS (922020805)
|
16,410 |
$809k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
7,326 |
$806k |
|
GENERAL ELECTRIC CO (369604103)
|
76,135 |
$799k |
|
VANECK VECTORS ETF TR (92189F718)
|
48,100 |
$713k |
|
ISHARES (464287234)
|
15,844 |
$680k |
|
MICROSOFT CORP (594918104)
|
5,042 |
$675k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
4,267 |
$669k |
|
ISHARES INC (46434G822)
|
12,255 |
$669k |
|
VANGUARD WORLD FDS (92204A306)
|
7,830 |
$666k |
|
JPMORGAN CHASE & CO (46625H100)
|
5,803 |
$649k |
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
WESTERN ASSET CLYM INFL OPP (95766R104)
|
56,807 |
$636k |
|
Bank of New York Mellon Corp. (064058100)
|
14,138 |
$624k |
|
WESTERN ASSET CLYM INFL SEC (95766Q106)
|
52,650 |
$613k |
|
PROSHARES TR (74347X849)
|
29,200 |
$595k |
|
ABERDEEN TOTAL DYNAMIC DIVD (00326L100)
|
69,300 |
$578k |
|
NUVEEN MICHIGAN QLT MUN INC (670979103)
|
42,534 |
$577k |
|
NUVEEN MASSACHUSETS QLT MUN (67061E104)
|
43,818 |
$568k |
|
KVH INDS INC (482738101)
|
51,800 |
$563k |
|
ISHARES INC (464286525)
|
6,000 |
$553k |
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
7,291 |
$548k |
|
SPDR SERIES TRUST (78464A847)
|
15,500 |
$528k |
|
Facebook Inc (30303M102)
|
2,648 |
$511k |
|
ROYCE GLOBAL VL TRST (78081T104)
|
46,130 |
$487k |
|
PUTNAM MANAGED MUNICIPAL INCOME TRUST (746823103)
|
61,893 |
$472k |
|
MICRON TECHNOLOGY (595112103)
|
12,160 |
$469k |
|
SPROTT PHYS GLD&SILV (85208R101)
|
33,500 |
$443k |
|
TRI CONTL CORP (895436103)
|
16,400 |
$442k |
|
UNITED AIRLINES HLDG (910047109)
|
5,000 |
$438k |
|
SPDR SERIES TRUST (78464A748)
|
43,700 |
$420k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
3,545 |
$413k |
|
ENCANA CORP (292505104)
|
80,000 |
$410k |
|
CITIGROUP INC (172967424)
|
5,840 |
$409k |
|
Bank of America Corp. (060505104)
|
13,896 |
$403k |
|
PUTNAM MUN OPPORTUNITIES TR (746922103)
|
31,294 |
$396k |
|
MORGAN STANLEY (617446448)
|
8,600 |
$377k |
|
New America High Income Fund (641876800)
|
42,281 |
$375k |
|
KLA-TENCOR CORP (482480100)
|
3,000 |
$355k |
|
ISHARES INC (464286517)
|
7,657 |
$354k |
|
INDIA FD INC (454089103)
|
16,246 |
$346k |
|
ISHARES (464287465)
|
5,069 |
$333k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,620 |
$331k |
|
VanEck Vectors Vietnam ETF (92189F817)
|
20,600 |
$330k |
|
SPDR SERIES TRUST (78464A870)
|
3,750 |
$329k |
|
MACYS INC (55616P104)
|
15,000 |
$322k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
3,770 |
$313k |
|
BIOGEN INC (09062X103)
|
1,235 |
$289k |
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
5,719 |
$287k |
|
TIVO CORP (88870P106)
|
38,530 |
$284k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,245 |
$284k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
3,060 |
$283k |
|
SPDR EMERGING MARKETS DIVIDEND (78463X533)
|
8,527 |
$278k |
|
SPDR SERIES TRUST (78468r663)
|
3,025 |
$277k |
|
INVESCO EXCHANGETRAD (46137V357)
|
2,532 |
$273k |
|
QUANTERIX CORP COM (74766Q101)
|
8,000 |
$270k |
|
BLACKROCK MUNIYLD MICH QLTY (09254V105)
|
19,400 |
$267k |
|
DB COMMODITY INDEX TRACKING (46138B103)
|
16,774 |
$264k |
|
PEOPLES UNITED FINL (712704105)
|
15,600 |
$262k |
|
American International Group (026874784)
|
4,800 |
$256k |
|
CENTRAL SECS CORP (155123102)
|
8,354 |
$255k |
|
ISHARES TR (464287788)
|
2,000 |
$251k |
|
JOHNSON & JOHNSON (478160104)
|
1,803 |
$251k |
|
GILEAD SCIENCES INC (375558103)
|
3,700 |
$250k |
|
ISHARES SILVER TRUST (46428Q109)
|
17,480 |
$250k |
|
General Motors Co (37045V100)
|
6,441 |
$248k |
|
GOLDMAN SACHS ETF TR (381430503)
|
4,173 |
$245k |
|
IMMUNOGEN INC (45253H101)
|
112,873 |
$245k |
|
AABA (021346101)
|
3,500 |
$243k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
1,850 |
$241k |
|
NUVEEN TEXAS QLTY MUN INCME (670983105)
|
17,200 |
$235k |
|
CORNING INCORPORATED (219350105)
|
7,055 |
$234k |
|
WELLS FARGO CO NEW (949746101)
|
4,894 |
$232k |
|
NEWELL BRANDS INC (651229106)
|
15,000 |
$231k |
|
AMGEN INC (031162100)
|
1,244 |
$229k |
|
ISHARES (464286665)
|
4,857 |
$229k |
|
PayPal Holdings Inc (70450Y103)
|
2,000 |
$229k |
|
Eaton Vance T/A Global Dividend Income (27828S101)
|
14,065 |
$226k |
|
ROYCE MICRO-CAP TR INC (780915104)
|
26,400 |
$217k |
|
EATON VANCE CORP COM NON VTG (278265103)
|
5,000 |
$216k |
|
Incyte Corp (45337C102)
|
2,500 |
$212k |
|
PIMCO DYN CR& MORTGA (72202D106)
|
8,700 |
$208k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,110 |
$207k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,260 |
$206k |
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
1,752 |
$204k |
|
BLACKROCK ENHANCED (092501105)
|
18,500 |
$199k |
|
Eaton Vance Floating Rate Income Trust (278279104)
|
14,176 |
$191k |
|
ELLSWORTH GRWTH AND INCOME L (289074106)
|
18,000 |
$185k |
|
Eaton Vance Sr Fltg Rate Trust (27828Q105)
|
14,000 |
$183k |
|
ASA (Bermuda) Limited (G3156P103)
|
14,300 |
$164k |
|
ABERDEEN JAPAN EQUITY FD INC (00306J109)
|
22,105 |
$155k |
|
NUVEEN NEW YORK AMT QLT MUNI (670656107)
|
10,233 |
$134k |
|
AllianzGI NFJ Div Int & Prem S (01883A107)
|
10,167 |
$126k |
|
TEVA PHARMACEUTICAL (881624209)
|
11,000 |
$102k |
|
GRANITESHARES PLATINUM TR (38748T103)
|
10,000 |
$83k |
|
Banco Santander Sa (05964H105)
|
15,219 |
$70k |
|
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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