Legal Name: ARLINGTON FINANCIAL ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 5, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
523,559 |
$20,476k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
554,596 |
$13,948k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
365,055 |
$10,170k |
|
|
SCHWAB STRATEGIC TR (808524748)
|
323,906 |
$10,112k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
238,435 |
$8,987k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
70,432 |
$8,215k |
|
|
Apple Inc (037833100)
|
40,401 |
$7,996k |
|
|
CISCO SYSTEMS INC (17275R102)
|
110,926 |
$6,071k |
|
|
INVESCO EXCHNG TRADED FD TR (46138e735)
|
195,672 |
$5,841k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E743)
|
131,021 |
$5,323k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
41,525 |
$5,302k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
24,634 |
$5,251k |
|
|
COSTCO WHSL CORP (22160K105)
|
16,039 |
$4,238k |
|
|
Amazon.com Inc (023135106)
|
2,219 |
$4,202k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
7,093 |
$3,721k |
|
|
JOHNSON & JOHNSON (478160104)
|
25,597 |
$3,565k |
|
|
DISNEY WALT CO (254687106)
|
23,109 |
$3,227k |
|
|
NIKE INC (654106103)
|
35,139 |
$2,950k |
|
|
Facebook Inc (30303M102)
|
14,825 |
$2,861k |
|
|
AMGEN INC (031162100)
|
14,996 |
$2,763k |
|
|
Deere & Co (244199105)
|
15,989 |
$2,650k |
|
|
GILEAD SCIENCES INC (375558103)
|
37,933 |
$2,563k |
|
|
Chevron Corp (166764100)
|
20,221 |
$2,516k |
|
|
ORACLE CORP (68389X105)
|
43,379 |
$2,471k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
21,693 |
$2,425k |
|
|
SPDR SERIES TRUST (78464A870)
|
26,826 |
$2,353k |
|
|
Exxon Mobil Corp (30231G102)
|
29,911 |
$2,292k |
|
|
COCA-COLA CO (191216100)
|
43,576 |
$2,219k |
|
|
ROYAL DUTCH SHELL (780259107)
|
32,771 |
$2,154k |
|
|
Nutrien Ltd (67077M108)
|
37,471 |
$2,003k |
|
|
Boeing Co/The (097023105)
|
5,300 |
$1,929k |
|
|
ALPHABET INC (02079K305)
|
1,568 |
$1,698k |
|
|
Alphabet Inc (02079K107)
|
1,319 |
$1,426k |
|
|
Schlumberger Ltd (806857108)
|
33,788 |
$1,343k |
|
|
3M CO (88579Y101)
|
5,777 |
$1,001k |
|
|
MICROSOFT CORP (594918104)
|
7,224 |
$968k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
10,573 |
$915k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,001 |
$885k |
|
|
VISA INC COM CL A (92826C839)
|
4,300 |
$746k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
12,492 |
$637k |
|
|
Square Inc (852234103)
|
7,300 |
$529k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
7,629 |
$436k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
7,127 |
$401k |
|
|
BB&T CORPORATION (054937107)
|
6,362 |
$313k |
|
|
ALLSTATE CORP (020002101)
|
3,000 |
$305k |
|
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
10,000 |
$300k |
|
|
BlackRock, Inc. (09247X101)
|
615 |
$289k |
|
|
GENERAL ELECTRIC CO (369604103)
|
25,650 |
$269k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,757 |
$242k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,615 |
$215k |
|
|
ISHARES TR (46435G243)
|
8,361 |
$212k |
|
|
COLUMBIA PPTY TR INC (198287203)
|
9,863 |
$205k |
|
|
PROCTER & GAMBLE CO (742718109)
|
1,861 |
$204k |
|
|
COMMUNITY WST BKSHRS (204157101)
|
18,700 |
$180k |
|
|
TEMPLETON GLOBAL INCOME FD (880198106)
|
17,783 |
$113k |
|
