Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: FINANCIAL ADVISORY SERVICE INC
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Jul 25, 2019
| Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
261,019 |
$39,176k |
|
|
SPDR SERIES TRUST (78464A839)
|
562,140 |
$28,877k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
260,132 |
$28,620k |
|
|
SPDR SERIES TRUST (78464A821)
|
518,701 |
$28,155k |
|
|
SPDR SERIES TRUST (78464A201)
|
452,334 |
$27,552k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
78,453 |
$14,062k |
|
|
ISHARES TR (46429B697)
|
179,176 |
$11,061k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
164,411 |
$9,230k |
|
|
ISHARES (464288273)
|
151,045 |
$8,670k |
|
|
SPDR SERIES TRUST (78464A300)
|
132,895 |
$8,064k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
91,057 |
$7,577k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
129,646 |
$6,871k |
|
|
SPDR SERIES TRUST (78464A383)
|
233,280 |
$6,098k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
225,214 |
$5,910k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
41,895 |
$4,665k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
133,770 |
$4,293k |
|
|
SPDR SERIES TRUST (78464A375)
|
121,053 |
$4,228k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
60,047 |
$4,215k |
|
|
ISHARES TR (46434V449)
|
133,559 |
$3,967k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
74,771 |
$3,846k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
61,424 |
$3,507k |
|
|
MEDTRONIC PLC (G5960L103)
|
32,998 |
$3,214k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
26,972 |
$3,144k |
|
|
PROSHARES TR (74348A467)
|
43,664 |
$3,029k |
|
|
INDEXIQ ETF TR (45409B800)
|
92,417 |
$2,916k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
152,018 |
$2,881k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
45,564 |
$2,798k |
|
|
MICROSOFT CORP (594918104)
|
20,471 |
$2,742k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
37,602 |
$2,688k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
15,666 |
$2,465k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
8,356 |
$2,463k |
|
|
ISHARES (464287879)
|
14,552 |
$2,163k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
18,723 |
$2,117k |
|
|
SPDR SER TR (78468R739)
|
43,224 |
$2,115k |
|
|
VANGUARD GROUP (921908844)
|
18,309 |
$2,108k |
|
|
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL (921932778)
|
16,330 |
$2,096k |
|
|
INTEL CORP (458140100)
|
43,477 |
$2,081k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
15,872 |
$2,019k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
30,032 |
$2,001k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
22,099 |
$1,970k |
|
|
JOHNSON & JOHNSON (478160104)
|
13,817 |
$1,924k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
9,598 |
$1,865k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
23,601 |
$1,848k |
|
|
Exxon Mobil Corp (30231G102)
|
22,949 |
$1,759k |
|
|
ISHARES (464287630)
|
14,289 |
$1,722k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
31,726 |
$1,591k |
|
|
PROCTER & GAMBLE CO (742718109)
|
13,647 |
$1,496k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
9,612 |
$1,495k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
18,201 |
$1,468k |
|
|
MCDONALDS CORP (580135101)
|
7,019 |
$1,457k |
|
|
ISHARES (464288448)
|
40,403 |
$1,241k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
21,876 |
$1,202k |
|
|
WALMART INC COM (931142103)
|
10,637 |
$1,175k |
|
|
PFIZER INC (717081103)
|
25,854 |
$1,120k |
|
|
ISHARES TR (46434V613)
|
21,140 |
$1,092k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
33,136 |
$1,082k |
|
|
AT&T INC (00206R102)
|
32,225 |
$1,080k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
7,428 |
$1,059k |
|
|
ISHARES TR (46432F396)
|
8,932 |
$1,059k |
|
|
MERCK & CO INC (58933Y105)
|
12,127 |
$1,017k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
14,177 |
$1,000k |
|
|
VANGUARD INTL EQUITY (922042718)
|
9,494 |
$999k |
|
|
ISHARES (464287242)
|
8,000 |
$995k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
4,873 |
$979k |
|
|
COCA-COLA CO (191216100)
|
18,895 |
$962k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
3,905 |
$953k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
16,636 |
$929k |
|
|
Lockheed Martin Corp (539830109)
|
2,465 |
$896k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
14,790 |
$845k |
|
|
Seaboard Corp (811543107)
|
201 |
$833k |
|
|
NIKE INC (654106103)
|
9,921 |
$833k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
8,023 |
$809k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
7,385 |
$787k |
|
|
Weyerhaeuser Co (962166104)
|
28,720 |
$756k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
5,734 |
$749k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,495 |
$731k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
6,714 |
$724k |
|
|
ISHARES (464288638)
|
12,694 |
$723k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
4,808 |
$718k |
|
|
UNILEVER N.V (904784709)
|
11,325 |
$688k |
|
|
WASTE MGMT INC DEL (94106L109)
|
5,845 |
$674k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,457 |
$646k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
4,984 |
$557k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V175)
|
4,904 |
$545k |
|
|
International Paper Co (460146103)
|
12,513 |
$542k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
10,089 |
$533k |
|
|
ISHARES (464287887)
|
2,911 |
$531k |
|
|
VANGUARD INDEX FDS (922908637)
|
3,854 |
$519k |
|
|
LILLY ELI & CO (532457108)
|
4,630 |
$513k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E867)
|
27,718 |
$491k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
2,479 |
$462k |
|
|
WELLS FARGO CO NEW (949746101)
|
9,637 |
$456k |
|
|
ONEOK Inc (682680103)
|
6,469 |
$445k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
5,829 |
$438k |
|
|
PEPSICO INC (713448108)
|
3,307 |
$434k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
6,755 |
$430k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
4,177 |
$387k |
|
|
Netflix Inc (64110L106)
|
1,040 |
$382k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,073 |
$380k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,753 |
$380k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
1,737 |
$366k |
|
|
ISHARES TR (46432F388)
|
4,364 |
$354k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,775 |
$354k |
|
|
ALTRIA GROUP INC (02209S103)
|
7,268 |
$344k |
|
|
KIMBERLY CLARK CORP (494368103)
|
2,443 |
$326k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
1,819 |
$316k |
|
|
SCHWAB STRATEGIC T (808524862)
|
6,214 |
$314k |
|
|
RAYTHEON (755111507)
|
1,743 |
$303k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,891 |
$296k |
|
|
ISHARES TR (464288588)
|
2,659 |
$286k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,483 |
$285k |
|
|
STARBUCKS CORP (855244109)
|
3,398 |
$285k |
|
|
Phillips 66 (718546104)
|
3,041 |
$284k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,550 |
$279k |
|
|
3M CO (88579Y101)
|
1,603 |
$278k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
4,208 |
$269k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
1,596 |
$260k |
|
|
ISHARES (464287705)
|
1,460 |
$233k |
|
|
MEIRAGTX HOLDINGS PLC (G59665102)
|
8,549 |
$230k |
|
|
US BANCORP DEL (902973304)
|
4,164 |
$218k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
5,010 |
$209k |
|
|
KIMCO REALTY CORP (49446R109)
|
10,980 |
$203k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
4,722 |
$201k |
|
|
SHERWIN WILLIAMS CO (824348106)
|
439 |
$201k |
|
|
SPROTT PHYSICAL GOLD TRUST (85207H104)
|
10,515 |
$119k |
|
|
TEVA PHARMACEUTICAL (881624209)
|
10,863 |
$100k |
|
|
TENAX THERAPEUTICS INC (88032L209)
|
58,576 |
$81k |
|
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