Legal Name: ACORN WEALTH ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR (46429B697)
|
202,588 |
$12,832k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
141,805 |
$7,466k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
121,088 |
$6,110k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
71,010 |
$5,980k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
62,252 |
$4,471k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
78,221 |
$4,387k |
|
|
DUNKIN BRANDS GR (265504100)
|
47,542 |
$3,881k |
|
|
Invesco S&P ETF (73937B779)
|
56,483 |
$3,173k |
|
|
PROSHARES (74347B680)
|
36,555 |
$2,108k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
9,355 |
$1,878k |
|
|
RYDEX ETF TRUST (78355W106)
|
17,412 |
$1,845k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
11,971 |
$1,836k |
|
|
PIMCO ETF TR (72201R833)
|
18,038 |
$1,833k |
|
|
MICROSOFT CORP (594918104)
|
12,534 |
$1,733k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
48,659 |
$1,641k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,447 |
$1,478k |
|
|
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198)
|
28,188 |
$1,457k |
|
|
PROSHARES TR (74348A467)
|
19,255 |
$1,334k |
|
|
Apple Inc (037833100)
|
6,243 |
$1,303k |
|
|
ProShares Russell 2000 Dividend Growers ETF (74347B698)
|
22,024 |
$1,283k |
|
|
Guggenheim S&P 500 Eq Wt Healt (78355W841)
|
5,477 |
$1,091k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,720 |
$1,090k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
14,950 |
$1,051k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
9,672 |
$965k |
|
|
First Tr Exchange Traded Fd Wt (33733B100)
|
16,873 |
$923k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
10,679 |
$863k |
|
|
ISHARES (464287168)
|
8,800 |
$862k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
12,274 |
$858k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
2,456 |
$851k |
|
|
ISHARES FLT (46429B655)
|
16,255 |
$826k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
25,966 |
$799k |
|
|
AT&T INC (00206R102)
|
22,592 |
$788k |
|
|
ENTERPRISE PRODS (293792107)
|
26,134 |
$741k |
|
|
HOME DEPOT INC (437076102)
|
3,309 |
$695k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
4,552 |
$680k |
|
|
CSX CORP (126408103)
|
10,150 |
$676k |
|
|
VANGUARD GROUP (921908844)
|
5,225 |
$614k |
|
|
DISNEY WALT CO (254687106)
|
4,395 |
$603k |
|
|
VANECK VECTORS ETF TR MORNINGSTAR WIDE (92189F643)
|
11,740 |
$569k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
9,906 |
$556k |
|
|
LOWES CO (548661107)
|
5,474 |
$534k |
|
|
Boeing Co/The (097023105)
|
1,572 |
$526k |
|
|
BLACKSTONE GROUP (09253U108)
|
11,034 |
$521k |
|
|
SOUTHERN CO (842587107)
|
8,895 |
$516k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
8,541 |
$514k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R605)
|
16,844 |
$503k |
|
|
CMS ENERGY CORP (125896100)
|
7,662 |
$460k |
|
|
FORD MOTOR CO (345370860)
|
47,440 |
$444k |
|
|
ISHARES TR (464289867)
|
9,778 |
$443k |
|
|
SPDR EMERGING MARKETS DIVIDEND (78463X533)
|
14,735 |
$438k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,662 |
$432k |
|
|
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (73937B662)
|
18,925 |
$431k |
|
|
INTEL CORP (458140100)
|
8,955 |
$420k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
5,001 |
$419k |
|
|
MERCK & CO INC (58933Y105)
|
4,834 |
$417k |
|
|
FIRST TR EXCH TRD ALPHA FD I (33737J182)
|
17,499 |
$406k |
|
|
POWERSHARES GLOBAL ETF TRUST (73936T573)
|
13,690 |
$400k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
8,535 |
$390k |
|
|
PEMBINA PIPELINE CORP (706327103)
|
10,321 |
$383k |
|
|
SPDR S&P Health Care Equipment ETF (78464A581)
|
4,748 |
$382k |
|
|
DBX ETF TR (233051200)
|
12,250 |
$378k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
3,105 |
$360k |
|
|
PFIZER INC (717081103)
|
10,029 |
$358k |
|
|
FIRST TRUST ISE CL (33734X192)
|
6,121 |
$350k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
7,010 |
$337k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,038 |
$332k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
1,327 |
$328k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,533 |
$328k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,105 |
$326k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,272 |
$322k |
|
|
Facebook Inc (30303M102)
|
1,661 |
$316k |
|
|
Lockheed Martin Corp (539830109)
|
824 |
$311k |
|
|
SPDR SERIES TRUST (78464A300)
|
5,251 |
$311k |
|
|
SPDR INDEX SHS FDS (78463X772)
|
8,107 |
$311k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
11,259 |
$306k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q507)
|
9,469 |
$298k |
|
|
Exxon Mobil Corp (30231G102)
|
4,192 |
$295k |
|
|
SPDR SERIES TRUST (78464A359)
|
5,549 |
$293k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,198 |
$289k |
|
|
Eaton Vance T/A Global Dividend Income (27828S101)
|
18,054 |
$284k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
1,612 |
$283k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
3,509 |
$283k |
|
|
RAYTHEON (755111507)
|
1,540 |
$282k |
|
|
UNION PAC CORP (907818108)
|
1,637 |
$277k |
|
|
ISHARES U S ETF TR (46431W507)
|
5,470 |
$275k |
|
|
Bristol-Myers Squibb Co (110122108)
|
5,865 |
$274k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,047 |
$274k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
4,926 |
$273k |
|
|
Vanguard International Dividen (921946810)
|
4,164 |
$273k |
|
|
PREFERRED APT CMNTYS (74039L103)
|
18,518 |
$266k |
|
|
ETF MANAGERS TR (26924G201)
|
6,626 |
$258k |
|
|
ALPS SECTOR DIVIDEND (00162Q858)
|
6,055 |
$257k |
|
|
SPDR SERIES TRUST (78468R788)
|
6,962 |
$256k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R886)
|
13,145 |
$250k |
|
|
CHURCH & DWIGHT INC (171340102)
|
3,179 |
$249k |
|
|
VANGUARD WORLD FDS (92204A876)
|
1,831 |
$248k |
|
|
CISCO SYSTEMS INC (17275R102)
|
4,671 |
$247k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,820 |
$247k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
1,216 |
$246k |
|
|
DTE ENERGY CO (233331107)
|
1,909 |
$245k |
|
|
COCA-COLA CO (191216100)
|
4,489 |
$240k |
|
|
Caterpillar Inc (149123101)
|
1,976 |
$238k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G102)
|
4,903 |
$236k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,063 |
$235k |
|
|
BLACKROCK MUNIYLD MICH QLTY (09254V105)
|
16,163 |
$233k |
|
|
FIRST TR (336920103)
|
2,958 |
$233k |
|
|
EATON VANCE TAX ADV (27828G107)
|
9,499 |
$227k |
|
|
INVESCO LADDERRITE 0-5 YEAR CORPORATE BOND ETF (73937B589)
|
8,783 |
$222k |
|
|
ISHARES (464287465)
|
3,514 |
$222k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
4,097 |
$220k |
|
|
ISHARES INC (464286525)
|
2,306 |
$214k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,105 |
$214k |
|
|
W P CAREY INC (92936U109)
|
2,440 |
$214k |
|
|
MONDELEZ INTL INC (609207105)
|
3,847 |
$211k |
|
|
FIRST TRUST TACTICAL HIGH YIELD ETF (03738D408)
|
4,363 |
$210k |
|
|
VERISIGN INC (92343E102)
|
1,000 |
$208k |
|
|
ETF MANAGERS TRUST (26924G508)
|
7,248 |
$206k |
|
|
Mesabi Trust (590672101)
|
8,500 |
$204k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,067 |
$201k |
|
|
GENERAL ELECTRIC CO (369604103)
|
15,098 |
$143k |
|
|
BLUEROCK RESIDENTIAL GRW REI (09627J102)
|
10,627 |
$128k |
|
|
NABORS INDS LTD (G6359F103)
|
10,000 |
$21k |
|
多くの人々が詐欺やPonziスキームによってやけどを負っています。だから私たちはあなた、潜在的な投資家を助け、事実を見つけ、最高のものを見つけ、そして詐欺とPonziの計画を避けるためにこのウェブサイトを作成しました。
このWebサイトで提供されるすべての情報は、無保証で、情報提供のみを目的として提供されています。
InvestingReview.orgは投資アドバイスを提供していません。 InvestingReview.orgは投資顧問ではなく、米国または米国以外の規制機関によって承認または提携されていません。
最近検索された企業
注：検索データは第三者によって蓄積され、1日に1回更新されます.
