Legal Name: AFFIANCE FINANCIAL LLC
報告期間:
Jun 30, 2019
有効日:
Jul 11, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
ISHARES TR CORE S&P MCP ETF (464287507)
|
162,794 |
$31,624k |
|
VANGUARD BD INDEX FD INC (921937827)
|
224,963 |
$18,116k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
164,105 |
$12,846k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
57,202 |
$8,585k |
|
INVESCO EXCHANGE TRADED FD T (46137V373)
|
58,033 |
$7,766k |
|
FLAHERTY & CRUMRINE (338478100)
|
380,087 |
$7,575k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
95,333 |
$4,804k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
43,486 |
$3,801k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
41,820 |
$2,428k |
|
Apple Inc (037833100)
|
12,245 |
$2,424k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
7,729 |
$2,278k |
|
VANGUARD WORLD FDS (92204A306)
|
26,107 |
$2,220k |
|
VANGUARD GROUP (921908844)
|
18,567 |
$2,138k |
|
BLACKROCK MUNIYIELD FD INC (09253W104)
|
147,209 |
$2,117k |
|
3M CO (88579Y101)
|
10,865 |
$1,883k |
|
ISHARES (464288885)
|
22,206 |
$1,794k |
|
BIO TECHNE CORP (09073M104)
|
8,585 |
$1,790k |
|
MICROSOFT CORP (594918104)
|
13,174 |
$1,765k |
|
Pimco Muni Income II (72200w106)
|
114,681 |
$1,716k |
|
WESTERN ASST MNGD MUN FD INC (95766M105)
|
123,965 |
$1,698k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
5,811 |
$1,564k |
|
ISHARES (464287465)
|
23,205 |
$1,525k |
|
JOHNSON & JOHNSON (478160104)
|
10,723 |
$1,494k |
|
MCDONALDS CORP (580135101)
|
7,159 |
$1,487k |
|
Exxon Mobil Corp (30231G102)
|
17,057 |
$1,307k |
|
Facebook Inc (30303M102)
|
6,180 |
$1,193k |
|
PAYCHEX INC (704326107)
|
14,241 |
$1,172k |
|
GENERAL MILLS INC (370334104)
|
22,141 |
$1,163k |
|
INTEL CORP (458140100)
|
24,139 |
$1,156k |
|
VANGUARD CHARLOTTE FDS (92203J407)
|
20,118 |
$1,153k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
13,499 |
$1,121k |
|
TARGET CORPORATION (87612E106)
|
12,410 |
$1,075k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
4,875 |
$1,028k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
23,428 |
$996k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
22,958 |
$958k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
8,192 |
$909k |
|
ISHARES U S ETF TR (46431W507)
|
18,049 |
$908k |
|
UNITEDHEALTH GRP INC (91324P102)
|
3,527 |
$861k |
|
VERIZON COMMUNICATIONS (92343V104)
|
14,856 |
$849k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
9,126 |
$797k |
|
JPMORGAN CHASE & CO (46625H100)
|
6,979 |
$780k |
|
MEDTRONIC PLC (G5960L103)
|
7,972 |
$776k |
|
Berkshire Hathaway, Inc. (084670702)
|
3,632 |
$774k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
8,207 |
$760k |
|
Amazon.com Inc (023135106)
|
383 |
$725k |
|
NUVEEN MUNICIPAL CREDIT INC (67070X101)
|
42,362 |
$667k |
|
CITIGROUP INC (172967424)
|
9,490 |
$665k |
|
INTL BUSINESS MCHN (459200101)
|
4,681 |
$646k |
|
Alphabet Inc (02079K107)
|
595 |
$643k |
|
PIMCO Municipal Income Fund III (72201A103)
|
51,653 |
$638k |
|
General Motors Co (37045V100)
|
16,313 |
$629k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
3,387 |
$531k |
|
SERVICENOW INC (81762P102)
|
1,903 |
$523k |
|
DISNEY WALT CO (254687106)
|
3,618 |
$505k |
|
Boeing Co/The (097023105)
|
1,278 |
$465k |
|
S&P WRLD EX US (78463X889)
|
15,434 |
$457k |
|
DOUBLELINE INCOME (258622109)
|
21,906 |
$437k |
|
Caterpillar Inc (149123101)
|
3,110 |
$424k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,526 |
$422k |
|
PROCTER & GAMBLE CO (742718109)
|
3,840 |
$421k |
|
VANGUARD INDEX FDS (922908637)
|
3,100 |
$418k |
|
VANGUARD SCOTTSDALE FDS (92206C847)
|
5,050 |
$412k |
|
ISHARES TR U.S. TECH ETF (464287721)
|
2,061 |
$408k |
|
AT&T INC (00206R102)
|
11,861 |
$397k |
|
SPDR SERIES TRUST (78464A847)
|
11,401 |
$388k |
|
SPDR Portfolio Emerging Market (78463X509)
|
10,802 |
$387k |
|
HONEYWELL INTL INC (438516106)
|
2,213 |
$386k |
|
ABBOTT LABS (002824100)
|
4,400 |
$370k |
|
WALMART INC COM (931142103)
|
3,234 |
$357k |
|
ECOLAB INC (278865100)
|
1,798 |
$355k |
|
AQUA AMERICA INC (03836W103)
|
8,485 |
$351k |
|
ISHARES (464287887)
|
1,867 |
$341k |
|
ALPHABET INC (02079K305)
|
314 |
$340k |
|
ALTRIA GROUP INC (02209S103)
|
6,925 |
$328k |
|
ORACLE CORP (68389X105)
|
5,443 |
$310k |
|
ABBVIE INC (00287Y109)
|
4,071 |
$296k |
|
UNION PAC CORP (907818108)
|
1,747 |
$295k |
|
ISHARES TR (464288737)
|
5,580 |
$294k |
|
Chevron Corp (166764100)
|
2,301 |
$286k |
|
ISHARES TR (464288687)
|
7,727 |
$285k |
|
International Paper Co (460146103)
|
6,407 |
$278k |
|
VANGUARD BD INDEX FD INC (921937819)
|
3,135 |
$271k |
|
SPDR INDEX SHS FDS (78463X871)
|
8,734 |
$262k |
|
INVESCO EXCHANGE TRADED FD T (46137V621)
|
14,167 |
$261k |
|
POLARIS INDS INC (731068102)
|
2,635 |
$240k |
|
PEPSICO INC (713448108)
|
1,731 |
$227k |
|
KIMBERLY CLARK CORP (494368103)
|
1,635 |
$218k |
|
WELLS FARGO CO NEW (949746101)
|
4,544 |
$215k |
|
NORTHROP GRUMMAN CO (666807102)
|
654 |
$211k |
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
1,573 |
$209k |
|
GABELLI EQUITY TRUST (362397101)
|
20,132 |
$124k |
|
THERAPEUTICSMD INC (88338N107)
|
25,050 |
$65k |
|
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.