Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: MERRIMAN WEALTH MANAGEMENT, LLC
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Jul 31, 2019
| Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
|
MICROSOFT CORP (594918104)
|
500,536 |
$679,127k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
150,566 |
$235,033k |
|
|
ISHARES TR (464287457)
|
182,440 |
$154,290k |
|
|
VANGUARD INTL EQUITY (922042718)
|
142,666 |
$150,940k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
47,521 |
$141,291k |
|
|
UNITED PARCEL SERVIC (911312106)
|
135,289 |
$139,307k |
|
|
SPDR INDEX SHS FDS (78463X772)
|
338,232 |
$133,128k |
|
|
AK STEEL HOLDING CORP (001547108)
|
4,208,800 |
$99,749k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
226,468 |
$94,890k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
151,048 |
$93,332k |
|
|
SPDR SERIES TRUST (78468R622)
|
76,466 |
$82,904k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
94,763 |
$82,273k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
93,343 |
$80,583k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
63,087 |
$79,136k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
59,523 |
$78,713k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
26,491 |
$78,324k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
148,208 |
$78,135k |
|
|
SPDR SERIES TRUST (78464A656)
|
138,424 |
$77,780k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
136,997 |
$77,458k |
|
|
Amazon.com Inc (023135106)
|
3,779 |
$72,640k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
125,642 |
$69,442k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
78,676 |
$68,731k |
|
|
TABLEAU SOFTWARE INC CL A (87336U105)
|
40,355 |
$67,841k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
250,567 |
$66,651k |
|
|
VANGUARD WORLD FD (921910733)
|
127,242 |
$65,631k |
|
|
DJ WL INTL RE EST (78463X863)
|
166,964 |
$64,916k |
|
|
Apple Inc (037833100)
|
28,275 |
$56,988k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
171,456 |
$56,238k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
92,072 |
$52,877k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
32,118 |
$50,576k |
|
|
SCHWAB STRATEGIC TRUST (808524730)
|
164,896 |
$48,067k |
|
|
ISHARES (464288885)
|
54,950 |
$44,592k |
|
|
ISHARES (464287465)
|
66,771 |
$44,095k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
27,653 |
$44,051k |
|
|
VANECK VECTORS ETF TR (92189h300)
|
125,473 |
$43,426k |
|
|
VANGUARD INDEX FDS (922908637)
|
30,277 |
$41,122k |
|
|
SPDR SERIES TRUST (78464A839)
|
79,664 |
$41,019k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
21,470 |
$40,634k |
|
|
INVESCO ETF TR (46137V308)
|
63,822 |
$40,374k |
|
|
ISHARES TR (464288240)
|
83,499 |
$39,324k |
|
|
ISHARES TR (46432F396)
|
32,332 |
$38,747k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E727)
|
165,000 |
$36,168k |
|
|
HNI CORPORATION (404251100)
|
100,000 |
$34,930k |
|
|
INVESCO EXCHANGE TRADED FD TR SOLAR ETF (46138G706)
|
112,985 |
$32,551k |
|
|
SPROTT PHYS GLD&SILV (85208R101)
|
222,200 |
$28,997k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
17,409 |
$28,736k |
|
|
Banner Corp (06652V208)
|
48,911 |
$26,686k |
|
|
ARCONIC INC (03965L100)
|
102,000 |
$26,602k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
44,190 |
$26,050k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
59,238 |
$25,555k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
76,723 |
$24,743k |
|
|
STARBUCKS CORP (855244109)
|
26,522 |
$22,425k |
|
|
ISHARES (464288273)
|
38,747 |
$22,388k |
|
|
ISHARES TR (46435G516)
|
33,000 |
$21,354k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
9,898 |
$21,243k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
13,463 |
$20,349k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
10,191 |
$19,102k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
26,232 |
$18,638k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
6,456 |
$17,525k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
14,236 |
$16,050k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
21,434 |
$15,576k |
|
|
DBX ETF TR (233051879)
|
51,046 |
$14,803k |
|
|
ISHARES TR (46435G334)
|
44,300 |
$14,389k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
28,691 |
$14,331k |
|
|
ISHARES (464287390)
|
41,663 |
$14,124k |
|
|
VANGUARD WHITEHALL FDS INC (921946885)
|
17,185 |
$13,832k |
|
|
Boeing Co/The (097023105)
|
3,844 |
$13,701k |
|
|
COSTCO WHSL CORP (22160K105)
|
5,195 |
$13,691k |
|
|
SPDR SERIES TRUST (78464A359)
|
25,060 |
$13,327k |
|
|
PIMCO ETF TR (72201R783)
|
13,213 |
$13,255k |
|
|
VanEck Vectors Russia ETF (92189F403)
|
55,500 |
$13,253k |
|
|
FLEXSHARES TR QLT (33939L845)
|
29,157 |
$13,163k |
|
|
VALMONT INDS INC (920253101)
|
10,000 |
$12,849k |
|
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
304,942 |
$12,777k |
|
|
Exxon Mobil Corp (30231G102)
|
16,563 |
$12,681k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
24,677 |
$12,676k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
9,559 |
$12,516k |
|
|
FIRST INTST BANCSYSTEM INC (32055Y201)
|
31,052 |
$12,325k |
|
|
VANGUARD WORLD FD (921910725)
|
23,480 |
$11,817k |
|
|
ISHARES INC (464286608)
|
29,660 |
$11,760k |
|
|
ISHARES (464286806)
|
41,783 |
$11,749k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
22,726 |
$11,383k |
|
|
ISHARES INC (46434G822)
|
20,562 |
$11,383k |
|
|
ISHARES INC (464286400)
|
25,795 |
$11,319k |
|
|
VANECK VECTORS ETF TR (92189F353)
|
47,220 |
$11,257k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
14,000 |
$11,099k |
|
|
NIKE INC (654106103)
|
12,337 |
$10,537k |
|
|
ISHARES INC (46434G863)
|
30,000 |
$10,314k |
|
|
TCW STRATEGIC INCM (872340104)
|
180,217 |
$10,182k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
36,337 |
$10,171k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
17,311 |
$9,808k |
|
|
CAMBRIA ETF TR (132061706)
|
28,400 |
$9,099k |
|
|
Alphabet Inc (02079K107)
|
824 |
$9,050k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
7,804 |
$8,716k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,029 |
$8,403k |
|
|
ALPHABET INC (02079K305)
|
761 |
$8,371k |
|
|
INTEL CORP (458140100)
|
16,818 |
$8,081k |
|
|
Alcoa Corp (013872106)
|
34,200 |
$7,839k |
|
|
FOCUS FINL PARTNERS IN COM CL (34417P100)
|
25,380 |
$7,081k |
|
|
ISHARES (464288877)
|
13,895 |
$6,711k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
3,405 |
$6,632k |
|
|
VANECK VECTORs ETF TR (92189F734)
|
19,000 |
$6,555k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,737 |
$6,522k |
|
|
AT&T INC (00206R102)
|
19,289 |
$6,448k |
|
|
ISHARES (464287705)
|
3,903 |
$6,264k |
|
|
DISNEY WALT CO (254687106)
|
4,328 |
$6,130k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
5,400 |
$6,125k |
|
|
SPDR SER TR (78468R739)
|
12,310 |
$6,017k |
|
|
SPDR INDEX SHS FDS (78463X756)
|
13,141 |
$5,936k |
|
|
VANGUARD INTL EQUITY INDEX F (922042866)
|
8,400 |
$5,604k |
|
|
COLUMBIA EMERGING GL (19762B509)
|
24,300 |
$5,591k |
|
|
Facebook Inc (30303M102)
|
2,892 |
$5,582k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
5,029 |
$5,544k |
|
|
PROCTER & GAMBLE CO (742718109)
|
5,012 |
$5,538k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
4,262 |
$5,465k |
|
|
PUBLIC STORAGE (74460D109)
|
2,272 |
$5,372k |
|
|
Netflix Inc (64110L106)
|
1,415 |
$5,301k |
|
|
SPDR SERIES TRUST (78464A300)
|
8,628 |
$5,246k |
|
|
MCDONALDS CORP (580135101)
|
2,512 |
$5,182k |
|
|
EXTRA SPACE STORAGE (30225T102)
|
4,900 |
$5,180k |
|
|
Chevron Corp (166764100)
|
4,143 |
$5,172k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
38,457 |
$5,096k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,400 |
$4,974k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
4,570 |
$4,962k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
8,568 |
$4,536k |
|
|
Bank of America Corp. (060505104)
|
14,982 |
$4,408k |
|
|
DOCUSIGN INC COM (256163106)
|
8,583 |
$4,347k |
|
|
VANGUARD GROUP (921908844)
|
3,742 |
$4,336k |
|
|
ARES CAP CORP (04010L103)
|
23,502 |
$4,228k |
|
|
ISHARES TR MSCI LW CRB TG (46434V464)
|
3,416 |
$4,123k |
|
|
INVESCO ETF TR (46137V142)
|
10,882 |
$3,893k |
|
|
VISA INC COM CL A (92826C839)
|
2,234 |
$3,886k |
|
|
ISHARES TR (464288588)
|
3,582 |
$3,843k |
|
|
NUVEEN AMT FREE QLTY MUN INC (670657105)
|
27,000 |
$3,729k |
|
|
ADOBE INC (00724F101)
|
1,214 |
$3,654k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
8,204 |
$3,638k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
3,687 |
$3,498k |
|
|
WALMART INC COM (931142103)
|
3,069 |
$3,395k |
|
|
SPDR SERIES TRUST (78468R747)
|
4,529 |
$3,361k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,900 |
$3,326k |
|
|
Blackrock Muniholdings In Ii (09254C107)
|
25,258 |
$3,177k |
|
|
MERCK & CO INC (58933Y105)
|
3,734 |
$3,164k |
|
|
NUVEEN ARIZONA QLTY MUN INC (67061W104)
|
24,040 |
$3,143k |
|
|
PFIZER INC (717081103)
|
7,084 |
$3,101k |
|
|
BLACKROCK MUNIYIELD QLTY FD (09254E103)
|
23,000 |
$3,025k |
|
|
CISCO SYSTEMS INC (17275R102)
|
5,429 |
$2,972k |
|
|
EXPEDIA GROUP INC (30212P303)
|
2,227 |
$2,967k |
|
|
US BANCORP DEL (902973304)
|
5,505 |
$2,918k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,553 |
$2,787k |
|
|
COMCAST CORP (20030N101)
|
6,412 |
$2,739k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,950 |
$2,728k |
|
|
INVESCO TRUST FOR INVESTMENT G (46131M106)
|
21,584 |
$2,724k |
|
|
3M CO (88579Y101)
|
1,536 |
$2,680k |
|
|
UMPQUA HLDGS CORP (904214103)
|
15,881 |
$2,673k |
|
|
COCA-COLA CO (191216100)
|
5,088 |
$2,625k |
|
|
HOME DEPOT INC (437076102)
|
1,225 |
$2,575k |
|
|
SOUTHERN CO (842587107)
|
4,656 |
$2,553k |
|
|
KROGER CO (501044101)
|
11,623 |
$2,511k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G805)
|
7,350 |
$2,308k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
2,268 |
$2,296k |
|
|
COLUMBIA BKG SYS INC (197236102)
|
6,242 |
$2,275k |
|
|
Caterpillar Inc (149123101)
|
1,620 |
$2,213k |
|
|
Invesco Van kampen Municipal Opportunity trust (46132C107)
|
18,000 |
$2,203k |
|
|
EXPEDITORS INTL WASH (302130109)
|
2,894 |
$2,199k |
|
|
NORDSTROM INC (655664100)
|
6,932 |
$2,183k |
|
|
Schlumberger Ltd (806857108)
|
5,536 |
$2,177k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
3,013 |
$2,172k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,593 |
$2,157k |
|
|
BLACKROCK MUNIYIELD NY QLTY (09255E102)
|
16,889 |
$2,150k |
|
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
3,480 |
$2,148k |
|
|
FIDELITY (316092857)
|
8,092 |
$2,112k |
|
|
BRISTOL MYERS SQUIBB CO (110122AN8)
|
4,515 |
$2,085k |
|
|
TEXAS INSTRUMENTS (882508104)
|
1,764 |
$2,067k |
|
|
BLACKROCK MUNI INTER DR FD I (09253X102)
|
14,500 |
$2,034k |
|
|
PUTNAM MANAGED MUNICIPAL INCOME TRUST (746823103)
|
26,017 |
$2,011k |
|
|
NUVEEN PENNSYLVANIA (670972108)
|
12,299 |
$1,679k |
|
|
BLACKROCK MUNIYIELD PA (09255G107)
|
11,932 |
$1,665k |
|
|
PUTNAM MUN OPPORTUNITIES TR (746922103)
|
13,056 |
$1,661k |
|
|
NEUBERGER BRMAN CLIFRN MUNI (64123C101)
|
12,017 |
$1,623k |
|
|
SANGAMO THERAPEUTICS (800677106)
|
15,000 |
$1,589k |
|
|
HECLA MNG CO (422704106)
|
94,154 |
$1,582k |
|
|
GENERAL ELECTRIC CO (369604103)
|
12,423 |
$1,321k |
|
|
GLOBAL X FDS (37950E127)
|
8,500 |
$1,260k |
|
|
T2 BIOSYSTEMS INC (89853L104)
|
12,100 |
$204k |
|
|
INTERPACE DIAGNOSTICS GROUP (46062X204)
|
20,000 |
$142k |
|
|
MICROVISION INC DEL COM NEW (594960304)
|
10,000 |
$80k |
|
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