Legal Name: ALLEY COMPANY, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 30, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES (464287242)
|
107,998 |
$13,432k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
103,590 |
$11,581k |
|
|
ISHARES (464288646)
|
212,299 |
$11,345k |
|
|
PAYCHEX INC (704326107)
|
123,870 |
$10,193k |
|
|
Lockheed Martin Corp (539830109)
|
27,733 |
$10,082k |
|
|
ABBOTT LABS (002824100)
|
118,378 |
$9,956k |
|
|
MICROSOFT CORP (594918104)
|
73,836 |
$9,891k |
|
|
UNION PAC CORP (907818108)
|
57,820 |
$9,778k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
115,024 |
$9,555k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
47,502 |
$8,777k |
|
|
Amazon.com Inc (023135106)
|
4,541 |
$8,599k |
|
|
HOME DEPOT INC (437076102)
|
41,054 |
$8,538k |
|
|
MASTERCARD INC (57636Q104)
|
31,916 |
$8,443k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
71,697 |
$8,108k |
|
|
STARBUCKS CORP (855244109)
|
95,963 |
$8,045k |
|
|
MERCK & CO INC (58933Y105)
|
91,847 |
$7,701k |
|
|
Apple Inc (037833100)
|
38,687 |
$7,657k |
|
|
BlackRock, Inc. (09247X101)
|
16,153 |
$7,581k |
|
|
Chevron Corp (166764100)
|
56,465 |
$7,027k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
78,568 |
$6,850k |
|
|
Intuit Inc (461202103)
|
25,140 |
$6,570k |
|
|
ABBVIE INC (00287Y109)
|
88,832 |
$6,460k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
109,080 |
$6,232k |
|
|
MEDTRONIC PLC (G5960L103)
|
59,018 |
$5,748k |
|
|
PHILIP MORRIS INTL (718172109)
|
73,153 |
$5,745k |
|
|
WELLS FARGO CO NEW (949746101)
|
117,613 |
$5,565k |
|
|
COSTCO WHSL CORP (22160K105)
|
20,874 |
$5,516k |
|
|
NEXTERA ENERGY INC (65339F101)
|
26,443 |
$5,417k |
|
|
ALTRIA GROUP INC (02209S103)
|
111,721 |
$5,290k |
|
|
CME GROUP INC (12572Q105)
|
25,035 |
$4,860k |
|
|
PROCTER & GAMBLE CO (742718109)
|
43,798 |
$4,802k |
|
|
3M CO (88579Y101)
|
27,433 |
$4,755k |
|
|
DANAHER CORP (235851102)
|
33,040 |
$4,722k |
|
|
BROADRIDGE FINL SOLN (11133T103)
|
36,623 |
$4,676k |
|
|
ALPHABET INC (02079K305)
|
4,244 |
$4,595k |
|
|
GALLAGHER ARTHUR J & CO (363576109)
|
51,357 |
$4,498k |
|
|
PEPSICO INC (713448108)
|
33,932 |
$4,450k |
|
|
CISCO SYSTEMS INC (17275R102)
|
80,911 |
$4,428k |
|
|
ECOLAB INC (278865100)
|
21,379 |
$4,221k |
|
|
XCEL ENERGY INC (98389B100)
|
68,248 |
$4,060k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
18,844 |
$4,017k |
|
|
ESTEE LAUDER CO (518439104)
|
21,635 |
$3,962k |
|
|
STRYKER CORP (863667101)
|
17,932 |
$3,686k |
|
|
BECTON DICKINSON (075887109)
|
14,623 |
$3,685k |
|
|
KIMBERLY CLARK CORP (494368103)
|
25,829 |
$3,442k |
|
|
BCE INC (05534B760)
|
72,934 |
$3,317k |
|
|
HONEYWELL INTL INC (438516106)
|
18,468 |
$3,224k |
|
|
CROWN CASTLE INTL (22822V101)
|
23,809 |
$3,104k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
9,787 |
$2,868k |
|
|
DISCOVER FINL SVCS (254709108)
|
36,723 |
$2,849k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
35,502 |
$2,779k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
59,846 |
$2,496k |
|
|
RPM INTERNATIONAL (749685103)
|
40,262 |
$2,460k |
|
|
VANGUARD INDEX FDS (922908637)
|
18,155 |
$2,446k |
|
|
PROLOGIS INC (74340W103)
|
30,040 |
$2,406k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
11,451 |
$2,224k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
50,006 |
$2,127k |
|
|
Exxon Mobil Corp (30231G102)
|
26,039 |
$1,995k |
|
|
Phillips 66 (718546104)
|
18,543 |
$1,735k |
|
|
Alphabet Inc (02079K107)
|
1,201 |
$1,298k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
7,160 |
$1,113k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
14,916 |
$1,047k |
|
|
MICROCHIP TECHNOLOGY (595017104)
|
11,508 |
$998k |
|
|
ISHARES (464287168)
|
9,729 |
$969k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
16,945 |
$947k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
10,416 |
$868k |
|
|
ENVESTNET INC (29404K106)
|
12,563 |
$859k |
|
|
JOHNSON & JOHNSON (478160104)
|
5,530 |
$770k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
3,231 |
$528k |
|
|
ISHARES (464287465)
|
7,885 |
$518k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
7,640 |
$405k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,433 |
$394k |
|
|
salesforce.com Inc (79466L302)
|
2,300 |
$349k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
3,397 |
$263k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
4,614 |
$253k |
|
|
DuPont de Nemours Inc (26614N102)
|
3,011 |
$226k |
|
|
US BANCORP DEL (902973304)
|
4,228 |
$222k |
|
|
LULULEMON ATHLETICA (550021109)
|
1,200 |
$216k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
2,400 |
$210k |
|
|
INTEL CORP (458140100)
|
4,254 |
$204k |
|
|
Federal Life Group, Inc. (313533101)
|
10,171 |
$114k |
|
|
CHESAPEAKE ENERGY (165167107)
|
22,500 |
$44k |
|
