Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: EPSTEIN AND WHITE FINANCIAL LLC
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Jul 19, 2019
| Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
194,872 |
$56,952k |
|
|
FIDELITY (316188309)
|
520,573 |
$26,372k |
|
|
FIDELITY (316092790)
|
625,621 |
$21,544k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
97,913 |
$11,307k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
60,035 |
$10,689k |
|
|
ISHARES TR (46429B697)
|
149,717 |
$9,157k |
|
|
FIDELITY (316092840)
|
207,693 |
$5,859k |
|
|
ISHARES TR (46434V456)
|
143,554 |
$4,292k |
|
|
iShares CMBS ETF (46429b366)
|
55,756 |
$2,952k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
31,062 |
$2,043k |
|
|
Apple Inc (037833100)
|
6,919 |
$1,366k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
20,819 |
$1,150k |
|
|
Exxon Mobil Corp (30231G102)
|
13,896 |
$1,029k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
6,546 |
$1,028k |
|
|
Chevron Corp (166764100)
|
8,496 |
$1,010k |
|
|
ISHARES (464287168)
|
9,725 |
$964k |
|
|
PROCTER & GAMBLE CO (742718109)
|
8,695 |
$926k |
|
|
COCA-COLA CO (191216100)
|
18,559 |
$912k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
5,478 |
$891k |
|
|
PEPSICO INC (713448108)
|
6,990 |
$875k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,929 |
$855k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,110 |
$851k |
|
|
DUKE ENERGY CORP (26441C204)
|
9,779 |
$830k |
|
|
AT&T INC (00206R102)
|
25,671 |
$821k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
9,275 |
$804k |
|
|
3M CO (88579Y101)
|
4,574 |
$772k |
|
|
CISCO SYSTEMS INC (17275R102)
|
14,700 |
$767k |
|
|
QUALCOMM INC (747525103)
|
9,890 |
$742k |
|
|
PFIZER INC (717081103)
|
16,843 |
$696k |
|
|
ISHARES TR (46434V613)
|
13,477 |
$692k |
|
|
MERCK & CO INC (58933Y105)
|
8,371 |
$672k |
|
|
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100)
|
13,336 |
$643k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
5,655 |
$613k |
|
|
MCDONALDS CORP (580135101)
|
3,093 |
$613k |
|
|
Lockheed Martin Corp (539830109)
|
1,649 |
$599k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
5,267 |
$587k |
|
|
DOMINION ENERGY INC (25746U109)
|
7,624 |
$580k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,218 |
$575k |
|
|
ISHARES (464287242)
|
4,227 |
$522k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
2,811 |
$519k |
|
|
KIMBERLY CLARK CORP (494368103)
|
3,883 |
$480k |
|
|
Amazon.com Inc (023135106)
|
245 |
$466k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,754 |
$466k |
|
|
ALTRIA GROUP INC (02209S103)
|
10,307 |
$458k |
|
|
ISHARES (464288448)
|
15,081 |
$457k |
|
|
UNITED PARCEL SERVIC (911312106)
|
4,258 |
$440k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
7,466 |
$428k |
|
|
TEXAS INSTRUMENTS (882508104)
|
3,603 |
$412k |
|
|
CROWN CASTLE INTL (22822V101)
|
3,379 |
$410k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,152 |
$410k |
|
|
WESTERN ALLIANCE BANCORP (957638109)
|
9,112 |
$407k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
2,478 |
$404k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
9,424 |
$391k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
4,921 |
$384k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,111 |
$378k |
|
|
ISHARES TR (464288240)
|
7,994 |
$375k |
|
|
HOME DEPOT INC (437076102)
|
1,807 |
$374k |
|
|
ISHARES TR (46432F339)
|
3,873 |
$354k |
|
|
MICROSOFT CORP (594918104)
|
2,453 |
$329k |
|
|
BROADCOM INC (11135F101)
|
1,168 |
$328k |
|
|
Facebook Inc (30303M102)
|
1,628 |
$314k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,962 |
$309k |
|
|
Schlumberger Ltd (806857108)
|
7,284 |
$286k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
924 |
$258k |
|
|
ABBVIE INC (00287Y109)
|
3,445 |
$256k |
|
|
ISHARES TR (464288356)
|
4,242 |
$256k |
|
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
4,145 |
$253k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
4,910 |
$250k |
|
|
Invesco S&P 500 High Q(sphq) (46137V241)
|
7,439 |
$246k |
|
|
COSTCO WHSL CORP (22160K105)
|
913 |
$242k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,160 |
$241k |
|
|
WELLS FARGO CO NEW (949746101)
|
5,089 |
$240k |
|
|
S&P WRLD EX US (78463X889)
|
7,821 |
$231k |
|
|
ABBOTT LABS (002824100)
|
2,662 |
$220k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
1,801 |
$218k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D309)
|
4,591 |
$217k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
4,279 |
$208k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E206)
|
7,741 |
$207k |
|
|
BP PLC (055622104)
|
4,870 |
$205k |
|
|
SANDSTORM GOLD (80013R206)
|
10,000 |
$55k |
|
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