Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
739,117 |
$224,114k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
3,869,254 |
$222,211k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
4,376,712 |
$139,966k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
2,379,148 |
$125,976k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
977,591 |
$70,885k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
2,623,318 |
$68,914k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
843,450 |
$60,855k |
|
|
ISHARES (464287242)
|
347,530 |
$43,184k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
644,108 |
$37,448k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
1,227,986 |
$33,929k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
599,390 |
$32,823k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
263,651 |
$19,094k |
|
|
Apple Inc (037833100)
|
53,057 |
$11,125k |
|
|
MICROSOFT CORP (594918104)
|
70,674 |
$9,967k |
|
|
SCHWAB STRATEGIC TRUST (808524730)
|
333,397 |
$9,568k |
|
|
Amazon.com Inc (023135106)
|
3,692 |
$7,061k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
88,074 |
$6,935k |
|
|
ISHARES TR (464287663)
|
118,046 |
$6,860k |
|
|
JOHNSON & JOHNSON (478160104)
|
43,502 |
$5,787k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
142,077 |
$5,427k |
|
|
Bank of America Corp. (060505104)
|
171,898 |
$5,246k |
|
|
ISHARES TR (464288117)
|
90,502 |
$4,548k |
|
|
COCA-COLA CO (191216100)
|
73,425 |
$3,964k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
32,408 |
$3,606k |
|
|
GILEAD SCIENCES INC (375558103)
|
53,052 |
$3,601k |
|
|
INTL BUSINESS MCHN (459200101)
|
22,604 |
$3,410k |
|
|
PROCTER & GAMBLE CO (742718109)
|
28,377 |
$3,292k |
|
|
ISHARES TR (464288166)
|
28,322 |
$3,253k |
|
|
LILLY ELI & CO (532457108)
|
29,178 |
$3,172k |
|
|
CVS HEALTH CORP (126650100)
|
55,200 |
$3,106k |
|
|
ISHARES INC (464286525)
|
32,571 |
$3,040k |
|
|
Phillips 66 (718546104)
|
29,240 |
$3,006k |
|
|
CIGNA CORP (125509109)
|
16,052 |
$2,765k |
|
|
INTEL CORP (458140100)
|
51,589 |
$2,709k |
|
|
DTE ENERGY CO (233331107)
|
20,575 |
$2,654k |
|
|
DU PONT E I DE NEMOURS & CO CO (263534109)
|
35,364 |
$2,574k |
|
|
BAKER HUGHES INC COM (057224107)
|
106,023 |
$2,554k |
|
|
PFIZER INC (717081103)
|
58,745 |
$2,435k |
|
|
CUMMINS INC (231021106)
|
13,862 |
$2,412k |
|
|
MCDONALDS CORP (580135101)
|
11,184 |
$2,404k |
|
|
THE HERSHEY COMPANY (427866108)
|
14,907 |
$2,269k |
|
|
FISERV INC (337738108)
|
20,747 |
$2,171k |
|
|
Boeing Co/The (097023105)
|
6,292 |
$2,141k |
|
|
CNA FINL CORP (126117100)
|
42,827 |
$2,054k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
17,717 |
$2,011k |
|
|
ISHARES (464288273)
|
33,923 |
$1,949k |
|
|
EXPEDITORS INTL WASH (302130109)
|
25,384 |
$1,934k |
|
|
BAXTER INTL INC (071813109)
|
21,947 |
$1,887k |
|
|
PEPSICO INC (713448108)
|
13,316 |
$1,751k |
|
|
ISHARES TR (464287176)
|
14,443 |
$1,659k |
|
|
MCCORMICK & CO INC (579780206)
|
9,761 |
$1,586k |
|
|
Nucor Corp (670346105)
|
27,946 |
$1,557k |
|
|
Intuit Inc (461202103)
|
5,518 |
$1,552k |
|
|
ESSEX PPTY TR INC (297178105)
|
4,939 |
$1,520k |
|
|
Reliance Steel And Aluminum Co (759509102)
|
14,777 |
$1,497k |
|
|
DUKE REALTY CORP (264411505)
|
41,612 |
$1,393k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
17,617 |
$1,331k |
|
|
ISHARES (464287879)
|
8,842 |
$1,318k |
|
|
HENRY JACK & ASSOC (426281101)
|
9,195 |
$1,297k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
38,643 |
$1,294k |
|
|
ISHARES INC (464286533)
|
21,914 |
$1,282k |
|
|
ASPEN TECHNOLOGY INC (045327103)
|
9,445 |
$1,278k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
18,615 |
$1,274k |
|
|
LOWES CO (548661107)
|
11,944 |
$1,242k |
|
|
Patterson-UTI Energy Inc (703481101)
|
119,436 |
$1,224k |
|
|
Bright Horizon Family Solution (109194100)
|
7,914 |
$1,219k |
|
|
LULULEMON ATHLETICA (550021109)
|
6,280 |
$1,206k |
|
|
PAYCHEX INC (704326107)
|
13,481 |
$1,163k |
|
|
DOLLAR GEN CORP (256677105)
|
8,424 |
$1,144k |
|
|
ROSS STORES INC (778296103)
|
10,733 |
$1,143k |
|
|
HUDSON PACIFIC PROPERTIES IN (444097109)
|
32,382 |
$1,143k |
|
|
GENERAL ELECTRIC CO (369604103)
|
108,482 |
$1,126k |
|
|
HUNTINGTON INGALLS INDS INC (446413106)
|
4,623 |
$1,081k |
|
|
ROCKWELL AUTOMATION (773903109)
|
6,617 |
$1,080k |
|
|
GRAINGER W W INC (384802104)
|
3,632 |
$1,059k |
|
|
ISHARES INC (464286517)
|
21,433 |
$1,000k |
|
|
ISHARES (464288638)
|
17,452 |
$994k |
|
|
ISHARES TR (464288588)
|
9,147 |
$985k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
7,553 |
$904k |
|
|
ISHARES TR (464287457)
|
9,819 |
$830k |
|
|
FOOT LOCKER INC (344849104)
|
18,732 |
$797k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
4,708 |
$735k |
|
|
ISHARES TR (464287127)
|
3,885 |
$658k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
4,362 |
$567k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
13,205 |
$528k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
5,637 |
$485k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
3,759 |
$429k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,834 |
$362k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
1,845 |
$309k |
|
|
ABERDEEN STD INVTS ETFS (003261104)
|
13,507 |
$301k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,830 |
$300k |
|
|
Chevron Corp (166764100)
|
2,061 |
$256k |
|
|
AFLAC INC (001055102)
|
4,088 |
$217k |
|
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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