Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: CURBSTONE FINANCIAL MANAGEMENT CORPORATION
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Jul 9, 2019
Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
325,284 |
$26,244k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
40,540 |
$14,375k |
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
145,978 |
$13,116k |
|
SPDR Inv't Grade Floating Rate (78468R200)
|
368,250 |
$11,316k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
156,530 |
$8,936k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
77,610 |
$8,777k |
|
iShares Short Term Nat'l Muni (464288158)
|
76,500 |
$8,151k |
|
Apple Inc (037833100)
|
39,565 |
$7,831k |
|
ISHARES (464288646)
|
143,160 |
$7,650k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
91,540 |
$6,543k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
76,187 |
$6,340k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
23,020 |
$6,196k |
|
ISHARES TR (464287176)
|
51,572 |
$5,956k |
|
MICROSOFT CORP (594918104)
|
42,505 |
$5,694k |
|
Exxon Mobil Corp (30231G102)
|
71,966 |
$5,515k |
|
Barings Corporate Investors (M (06759X107)
|
351,916 |
$5,507k |
|
SCHWAB STRATEGIC TR (808524102)
|
70,510 |
$4,973k |
|
Amazon.com Inc (023135106)
|
2,612 |
$4,946k |
|
JOHNSON & JOHNSON (478160104)
|
30,966 |
$4,313k |
|
INVESCO EXCHANGETRAD (46137V357)
|
36,844 |
$3,972k |
|
CISCO SYSTEMS INC (17275R102)
|
72,014 |
$3,941k |
|
PEPSICO INC (713448108)
|
29,436 |
$3,860k |
|
DISNEY WALT CO (254687106)
|
26,879 |
$3,753k |
|
Alphabet Inc (02079K107)
|
3,412 |
$3,688k |
|
INTEL CORP (458140100)
|
73,944 |
$3,540k |
|
Hyster-Yale Materials Handling (449172105)
|
61,022 |
$3,372k |
|
Berkshire Hathaway, Inc. (084670702)
|
15,538 |
$3,312k |
|
TJX COMPANIES INC (872540109)
|
62,404 |
$3,300k |
|
ABBOTT LABS (002824100)
|
39,198 |
$3,297k |
|
UNITED TECHNOLOGIES (913017109)
|
25,290 |
$3,293k |
|
SCHWAB STRATEGIC TR (808524706)
|
123,950 |
$3,252k |
|
SPDR SER TR (78468R739)
|
65,974 |
$3,228k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
57,350 |
$3,040k |
|
JPMORGAN CHASE & CO (46625H100)
|
25,664 |
$2,869k |
|
PROCTER & GAMBLE CO (742718109)
|
26,168 |
$2,869k |
|
ISHARES TR (464289529)
|
73,570 |
$2,824k |
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
15,050 |
$2,802k |
|
HOME DEPOT INC (437076102)
|
13,374 |
$2,781k |
|
Weyerhaeuser Co (962166104)
|
105,140 |
$2,769k |
|
PFIZER INC (717081103)
|
63,373 |
$2,745k |
|
VERIZON COMMUNICATIONS (92343V104)
|
47,836 |
$2,733k |
|
Schwab US Tips ETF (SCHP) (808524870)
|
47,920 |
$2,698k |
|
US BANCORP DEL (902973304)
|
45,150 |
$2,366k |
|
KKR & CO INC (48251W104)
|
93,350 |
$2,359k |
|
Autodesk Inc (052769106)
|
14,250 |
$2,321k |
|
Chevron Corp (166764100)
|
17,360 |
$2,160k |
|
BANK MONTREAL QUE (063671101)
|
27,850 |
$2,101k |
|
SYSCO CORP (871829107)
|
29,650 |
$2,097k |
|
ISHARES TR (464288687)
|
56,290 |
$2,074k |
|
SONOCO PRODS (835495102)
|
31,200 |
$2,039k |
|
CVS HEALTH CORP (126650100)
|
36,456 |
$1,986k |
|
CHECK POINT SOFTWARE (M22465104)
|
16,800 |
$1,942k |
|
Verisk Analytics Inc (92345Y106)
|
12,650 |
$1,853k |
|
Nacco Inds Inc CL A (NC) (629579103)
|
35,666 |
$1,852k |
|
Ulta Beauty (ULTA) (903845303)
|
5,230 |
$1,814k |
|
SMUCKER J M CO (832696405)
|
14,900 |
$1,716k |
|
HONEYWELL INTL INC (438516106)
|
9,794 |
$1,710k |
|
Merck & Co Inc. (MRK) (589331107)
|
20,074 |
$1,683k |
|
Trex Inc (TREX) (89531P105)
|
22,590 |
$1,620k |
|
Celanese (CE) (150870103)
|
14,930 |
$1,609k |
|
HCP INC (40414L109)
|
49,550 |
$1,585k |
|
3M CO (88579Y101)
|
9,056 |
$1,570k |
|
WELLS FARGO CO NEW (949746101)
|
32,906 |
$1,557k |
|
SPDR SERIES TRUST (78468R788)
|
40,020 |
$1,522k |
|
HORMEL FOODS CORP (440452100)
|
36,251 |
$1,470k |
|
SMITH & NEPHEW PLC (83175M205)
|
33,500 |
$1,459k |
|
LILLY ELI & CO (532457108)
|
13,126 |
$1,454k |
|
AT&T INC (00206R102)
|
43,308 |
$1,451k |
|
Phillips 66 (718546104)
|
15,154 |
$1,418k |
|
Schlumberger Ltd (806857108)
|
35,628 |
$1,416k |
|
NEXTERA ENERGY INC (65339F101)
|
6,900 |
$1,414k |
|
SCHWAB STRATEGIC TR (808524201)
|
19,970 |
$1,402k |
|
TARGET CORPORATION (87612E106)
|
15,918 |
$1,379k |
|
COMCAST CORP (20030N101)
|
32,276 |
$1,365k |
|
ABBVIE INC (00287Y109)
|
18,467 |
$1,343k |
|
Hamilton Beach Brands Cl B Res (40701T203)
|
69,452 |
$1,323k |
|
SPDR SERIES TRUST (78464A375)
|
37,574 |
$1,312k |
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
28,550 |
$1,269k |
|
VanEck Vectors AMT-Free Shrt M (92189F528)
|
71,000 |
$1,256k |
|
Barings Participation Inv (MPV (06761A103)
|
75,066 |
$1,224k |
|
MCDONALDS CORP (580135101)
|
5,842 |
$1,213k |
|
COLGATE PALMOLIVE CO (194162103)
|
16,870 |
$1,209k |
|
Hamilton Beach Brands Cl A (HB (40701T104)
|
63,278 |
$1,205k |
|
INVESCO ETF TR (46137V142)
|
32,970 |
$1,174k |
|
ILLINOIS TOOL WORKS (452308109)
|
7,540 |
$1,137k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
12,782 |
$1,117k |
|
AFLAC INC (001055102)
|
20,200 |
$1,107k |
|
ETF MANAGERS TR (26924G201)
|
27,670 |
$1,100k |
|
GILEAD SCIENCES INC (375558103)
|
16,270 |
$1,099k |
|
GRACO INC (384109104)
|
21,706 |
$1,089k |
|
BioTelemetry (BEAT) (090672106)
|
21,930 |
$1,056k |
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
26,300 |
$1,050k |
|
Tyson Foods (TSN) (902494103)
|
12,950 |
$1,046k |
|
COCA-COLA CO (191216100)
|
20,550 |
$1,046k |
|
Hologic Inc (HOLX) (436440101)
|
21,246 |
$1,020k |
|
Korn Ferry International (KFY) (500643200)
|
25,100 |
$1,006k |
|
Inogen, Inc (INGN) (45780L104)
|
14,542 |
$971k |
|
ISHARES TR (46429B507)
|
23,290 |
$969k |
|
Amcor PLC ADR (Q03080100)
|
84,134 |
$967k |
|
Boeing Co/The (097023105)
|
2,650 |
$965k |
|
JETBLUE AIRWAYS CORP (477143101)
|
52,150 |
$964k |
|
TEXAS INSTRUMENTS (882508104)
|
8,290 |
$951k |
|
UNILEVER N.V (904784709)
|
15,640 |
$950k |
|
DU PONT E I DE NEMOURS & CO CO (263534109)
|
12,612 |
$947k |
|
INTL BUSINESS MCHN (459200101)
|
6,334 |
$874k |
|
VISA INC COM CL A (92826C839)
|
5,014 |
$870k |
|
Taiwan Semiconductor Manufactu (874039100)
|
22,150 |
$868k |
|
Bristol-Myers Squibb Co (110122108)
|
19,084 |
$865k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
5,100 |
$853k |
|
SOUTHWEST AIRLS CO (844741108)
|
16,350 |
$830k |
|
STATE STREET CORP (857477103)
|
14,794 |
$829k |
|
PRICE T ROWE GROUP INC (74144t108)
|
7,490 |
$822k |
|
ISHARES TR (464287572)
|
16,800 |
$821k |
|
NATIONAL GRID (636274409)
|
15,206 |
$809k |
|
UNITEDHEALTH GRP INC (91324P102)
|
3,230 |
$788k |
|
ADP (053015103)
|
4,640 |
$767k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
4,100 |
$758k |
|
SPDR S&P DIVIDEND (78464A763)
|
7,500 |
$757k |
|
ORACLE CORP (68389X105)
|
13,296 |
$757k |
|
SCOTTS MIRACLE-GRO (810186106)
|
7,630 |
$752k |
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
14,800 |
$742k |
|
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362)
|
17,623 |
$742k |
|
BWX Technologies (BWXT) (05605H100)
|
14,150 |
$737k |
|
SYNNEX Corp (SNX) (87162W100)
|
7,150 |
$704k |
|
ISHARES FLT (46429B655)
|
13,750 |
$700k |
|
Standard Motor Products (SMP) (853666105)
|
15,402 |
$698k |
|
ISHA (464287101)
|
5,300 |
$687k |
|
ALPHABET INC (02079K305)
|
634 |
$686k |
|
STARBUCKS CORP (855244109)
|
8,100 |
$679k |
|
IShares Min Volatility EAFE In (43429B689)
|
9,290 |
$675k |
|
CINCINNATI FINL CORP (172062101)
|
6,490 |
$673k |
|
DANAHER CORP (235851102)
|
4,690 |
$670k |
|
GENERAL MILLS INC (370334104)
|
12,720 |
$668k |
|
UNION PAC CORP (907818108)
|
3,886 |
$657k |
|
ZIMMER BIOMET HLDGS (98956P102)
|
5,436 |
$640k |
|
BECTON DICKINSON (075887109)
|
2,520 |
$635k |
|
Invesco Bullestshares 2021 (BS (46138J700)
|
29,480 |
$625k |
|
STRYKER CORP (863667101)
|
3,010 |
$619k |
|
FASTENAL CO (311900104)
|
18,952 |
$618k |
|
LeMaitre Vascular (LMAT) (525558201)
|
21,790 |
$610k |
|
Dow Inc (260557103)
|
12,234 |
$603k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,830 |
$536k |
|
NORFOLK SOUTHERN (655844108)
|
2,600 |
$518k |
|
CDN NATL RAILWAY (136375102)
|
5,500 |
$509k |
|
THE TRADE DESK (88339J105)
|
2,230 |
$508k |
|
AMGEN INC (031162100)
|
2,690 |
$496k |
|
TRAVELERS CO(THE) (89417E109)
|
3,250 |
$486k |
|
PPL CORP (69351T106)
|
15,568 |
$483k |
|
SUNTRUST BANKS INC (867914103)
|
7,670 |
$482k |
|
D R HORTON INC (23331A109)
|
11,050 |
$477k |
|
DOMINION ENERGY INC (25746U109)
|
6,150 |
$476k |
|
BP PRUDHOE BAY RTY TR (055630107)
|
30,140 |
$466k |
|
WALMART INC COM (931142103)
|
4,144 |
$458k |
|
BAXTER INTL INC (071813109)
|
5,580 |
$457k |
|
Medidata Sol'ns (MDSO) (58471A105)
|
5,050 |
$457k |
|
VMware (VMW) (928563402)
|
2,680 |
$448k |
|
Heska Corp (HSKA) (42805E306)
|
5,250 |
$447k |
|
Lockheed Martin Corp (539830109)
|
1,230 |
$447k |
|
SPDR SERIES TRUST (78464A870)
|
5,050 |
$443k |
|
ENBRIDGE INC (29250N105)
|
12,072 |
$436k |
|
AIR PRODS & CHEMS INC (009158106)
|
1,884 |
$426k |
|
Bank of New York Mellon Corp. (064058100)
|
9,550 |
$422k |
|
ESTEE LAUDER CO (518439104)
|
2,250 |
$412k |
|
MOODYS CORP (615369105)
|
2,100 |
$410k |
|
IShares IBonds Sep 2019 Muni ( (46429B564)
|
16,000 |
$407k |
|
Metropolitan West Total Return (592905103)
|
35,359 |
$385k |
|
INVESCO MORTGAGE CAPITAL INC (46131B100)
|
21,400 |
$345k |
|
Globalstar Inc. (GSAT) (378973408)
|
61,980 |
$30k |
|
Levelblox (LVBX) (52730P102)
|
25,000 |
$0k |
|
De nombreuses personnes ont été brûlées par des fraudes et des stratagèmes de Ponzi. Nous avons donc créé ce site Web pour vous aider, en tant qu’investisseur potentiel, à obtenir les faits, à trouver le meilleur des moyens, et à éviter la fraude et les stratagèmes de Ponzi.
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