Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: BARRY INVESTMENT ADVISORS, LLC
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Jul 26, 2019
| Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
474,516 |
$25,149k |
|
|
VANGUARD MALVERN FDS (922020805)
|
455,739 |
$22,477k |
|
|
VANGUARD BD INDEX FD INC (921937793)
|
163,165 |
$15,837k |
|
|
Vanguard Extended Duration Trs ETF (921910709)
|
110,649 |
$14,053k |
|
|
STARWOOD PPTY TR (85571B105)
|
576,204 |
$13,091k |
|
|
Japan Smaller Capitalization Fund Inc (47109U104)
|
1,539,730 |
$13,088k |
|
|
WISDOMTREE TR (97717W422)
|
478,517 |
$12,470k |
|
|
ABERDEEN STD GOLD ETF TR (00326A104)
|
81,994 |
$11,151k |
|
|
Apple Inc (037833100)
|
51,881 |
$10,268k |
|
|
VIACOM INC NEW (92553P201)
|
318,780 |
$9,522k |
|
|
PFIZER INC (717081103)
|
211,295 |
$9,153k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
202,517 |
$8,447k |
|
|
TOTAL SA (89151E109)
|
145,277 |
$8,105k |
|
|
GENERAL MILLS INC (370334104)
|
153,546 |
$8,064k |
|
|
CITIZENS FINANCIAL (174610105)
|
220,509 |
$7,797k |
|
|
ORACLE CORP (68389X105)
|
127,481 |
$7,263k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
288,094 |
$7,234k |
|
|
SOLAREDGE TECHNOLOGIES INC (83417M104)
|
113,026 |
$7,060k |
|
|
INTL BUSINESS MCHN (459200101)
|
49,371 |
$6,808k |
|
|
FEDEX CORP (31428X106)
|
41,381 |
$6,794k |
|
|
DISNEY WALT CO (254687106)
|
48,388 |
$6,757k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
640,361 |
$6,308k |
|
|
INTEL CORP (458140100)
|
129,977 |
$6,222k |
|
|
EASTERLY GOVERNMENT PROPERTI (27616P103)
|
340,460 |
$6,166k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
103,656 |
$5,667k |
|
|
CHINA MOBILE LIMITED (16941M109)
|
104,531 |
$4,734k |
|
|
MANULIFE FINCL CORP (56501R106)
|
229,557 |
$4,173k |
|
|
Royal Dutch Shell PLC (780259206)
|
62,075 |
$4,039k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
18,627 |
$2,474k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
82,239 |
$2,291k |
|
|
CHUBB LIMITED (H1467J104)
|
12,519 |
$1,844k |
|
|
LABORATORY CORP AMER (50540R409)
|
7,453 |
$1,289k |
|
|
JOHNSON & JOHNSON (478160104)
|
9,178 |
$1,278k |
|
|
SPROTT PHYS GLD&SILV (85208R101)
|
76,425 |
$1,011k |
|
|
WESTERN DIGITAL CORP (958102105)
|
20,874 |
$993k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
4,199 |
$899k |
|
|
WISDOMTREE TRUST (97717X628)
|
32,888 |
$825k |
|
|
HASBRO INC (418056107)
|
6,645 |
$702k |
|
|
Bank of America Corp. (060505104)
|
24,007 |
$696k |
|
|
GILEAD SCIENCES INC (375558103)
|
10,299 |
$696k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
10,435 |
$596k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
7,037 |
$585k |
|
|
LOEWS CORP (540424108)
|
10,452 |
$571k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
4,076 |
$543k |
|
|
WISDOMTREE TR (97717W836)
|
7,306 |
$483k |
|
|
EVERSOURCE ENERGY (30040W108)
|
6,360 |
$482k |
|
|
MAGNA INTL INC (559222401)
|
9,167 |
$456k |
|
|
ISHARES TR (464287457)
|
4,912 |
$416k |
|
|
Exxon Mobil Corp (30231G102)
|
4,520 |
$346k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
3,857 |
$337k |
|
|
MIZUHO FINL GROUP INC ADR (60687Y109)
|
110,941 |
$320k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
PROCTER & GAMBLE CO (742718109)
|
2,839 |
$311k |
|
|
CSX CORP (126408103)
|
3,946 |
$305k |
|
|
Chevron Corp (166764100)
|
2,282 |
$284k |
|
|
WISDOMTREE TR (97717W869)
|
4,777 |
$279k |
|
|
BLACKSTONE GROUP (09253U108)
|
6,051 |
$269k |
|
|
RAYTHEON (755111507)
|
1,512 |
$263k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,227 |
$247k |
|
|
WASHINGTON TRUST BANCORP (940610108)
|
4,685 |
$244k |
|
|
CISCO SYSTEMS INC (17275R102)
|
4,414 |
$242k |
|
|
AEP (025537101)
|
2,492 |
$219k |
|
|
General Motors Co (37045V100)
|
5,489 |
$211k |
|
|
QUALCOMM INC (747525103)
|
2,683 |
$204k |
|
|
CONSTELLATION BRANDS (21036P108)
|
1,024 |
$202k |
|
|
GENERAL ELECTRIC CO (369604103)
|
14,144 |
$149k |
|
|
FORD MOTOR CO (345370860)
|
14,237 |
$146k |
|
|
HECLA MNG CO (422704106)
|
10,000 |
$18k |
|
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