Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: WEALTHPLAN PARTNERS, INC.
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Aug 19, 2019
| Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
|
ISHARES TR (46429B697)
|
433,087 |
$27,410k |
|
|
FIRST TR EXCH TRADED FD III (33739P103)
|
599,940 |
$24,370k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
89,790 |
$9,818k |
|
|
PIMCO ETF TR (72201R833)
|
79,545 |
$8,084k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
85,626 |
$6,799k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
129,247 |
$6,780k |
|
|
Alphabet Inc (02079K107)
|
5,639 |
$6,751k |
|
|
C H Robinson Worldwide (12541W209)
|
77,607 |
$6,568k |
|
|
Archer-Daniels-Midland Co (039483102)
|
166,088 |
$6,271k |
|
|
EMERSON ELEC CO (291011104)
|
99,758 |
$5,905k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
19,770 |
$5,818k |
|
|
CINCINNATI FINL CORP (172062101)
|
51,311 |
$5,681k |
|
|
WISDOMTREE TR (97717X511)
|
95,334 |
$4,982k |
|
|
COSTCO WHSL CORP (22160K105)
|
17,372 |
$4,799k |
|
|
SPDR SERIES TRUST (78464A508)
|
151,564 |
$4,695k |
|
|
CASEYS GEN STORES INC (147528103)
|
27,649 |
$4,606k |
|
|
ALTRIA GROUP INC (02209S103)
|
97,287 |
$4,551k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
72,140 |
$4,337k |
|
|
UNION PAC CORP (907818108)
|
25,129 |
$4,241k |
|
|
3M CO (88579Y101)
|
24,930 |
$4,110k |
|
|
MICROSOFT CORP (594918104)
|
27,337 |
$3,789k |
|
|
Amazon.com Inc (023135106)
|
1,903 |
$3,472k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
22,956 |
$3,425k |
|
|
CONSTELLATION BRANDS (21036P108)
|
17,415 |
$3,423k |
|
|
Boeing Co/The (097023105)
|
7,121 |
$2,370k |
|
|
UNDER ARMOUR INC (904311206)
|
117,129 |
$2,088k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
13,488 |
$1,523k |
|
|
WALMART INC COM (931142103)
|
12,715 |
$1,366k |
|
|
AMGEN INC (031162100)
|
5,394 |
$1,112k |
|
|
INNOVATOR ETFS TR (45782C797)
|
41,755 |
$1,042k |
|
|
JPMORGAN DISCIPLINED HIGH YIELD ETF (46641Q878)
|
18,806 |
$960k |
|
|
MCDONALDS CORP (580135101)
|
4,279 |
$940k |
|
|
BP PLC (055622104)
|
25,160 |
$936k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E446)
|
31,791 |
$819k |
|
|
DISNEY WALT CO (254687106)
|
5,976 |
$819k |
|
|
Chevron Corp (166764100)
|
6,496 |
$795k |
|
|
WISDOMTREE TR (97717W604)
|
30,286 |
$787k |
|
|
CISCO SYSTEMS INC (17275R102)
|
14,139 |
$745k |
|
|
HOME DEPOT INC (437076102)
|
3,507 |
$731k |
|
|
ISHARES TR (464288257)
|
9,123 |
$659k |
|
|
DIAGEO P L C (25243Q205)
|
3,857 |
$632k |
|
|
STARBUCKS CORP (855244109)
|
6,246 |
$604k |
|
|
DOVER CORP (260003108)
|
6,507 |
$594k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G870)
|
23,506 |
$592k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,901 |
$577k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
22,611 |
$558k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
8,167 |
$542k |
|
|
MERCK & CO INC (58933Y105)
|
6,005 |
$517k |
|
|
Bristol-Myers Squibb Co (110122108)
|
8,659 |
$403k |
|
|
General Motors Co (37045V100)
|
9,921 |
$387k |
|
|
MARKEL CORP (570535104)
|
327 |
$375k |
|
|
MONDELEZ INTL INC (609207105)
|
5,773 |
$315k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R506)
|
9,765 |
$299k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
2,492 |
$286k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,244 |
$280k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,242 |
$259k |
|
|
ISHARES TR (464287457)
|
2,990 |
$254k |
|
|
KINDER MORGAN INC (49456B101)
|
11,485 |
$236k |
|
|
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (78468R804)
|
2,111 |
$233k |
|
|
ISHARES FLT (46429B655)
|
4,323 |
$220k |
|
|
AGNC INVT CORP (00123Q104)
|
12,728 |
$213k |
|
|
GREEN PLAINS PARTNERS LP (393221106)
|
13,553 |
$178k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
5,400 |
$166k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
3,553 |
$143k |
|
|
ISHARES TR CORE DIV GRWTH (46434V621)
|
2,737 |
$104k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
1,909 |
$101k |
|
|
TWITTER INC (90184LAB8)
|
95,000 |
$95k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
250 |
$62k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
427 |
$47k |
|
|
ISHARES (464288885)
|
558 |
$44k |
|
|
NEXTERA ENERGY INC (65339F101)
|
200 |
$43k |
|
|
FORD MOTOR CO (345370860)
|
3,800 |
$35k |
|
|
ISHARES (464287234)
|
656 |
$26k |
|
|
US BANCORP DEL (902973304)
|
143 |
$8k |
|
|
ABBOTT LABS (002824100)
|
52 |
$5k |
|
|
Nucor Corp (670346105)
|
81 |
$4k |
|
|
LAMB WESTON HLDGS (513272104)
|
63 |
$4k |
|
|
CULLEN FROST BANKERS (229899109)
|
34 |
$3k |
|
|
BUCKLE INC (118440106)
|
185 |
$3k |
|
|
ISHARES (464287168)
|
25 |
$2k |
|
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