Legal Name: BILTMORE FAMILY OFFICE, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 31, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
619,773 |
$8,367k |
|
|
MICROSOFT CORP (594918104)
|
52,714 |
$7,062k |
|
|
VANGUARD INDEX FDS (922908637)
|
48,151 |
$6,515k |
|
|
Exxon Mobil Corp (30231G102)
|
67,860 |
$5,200k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
63,782 |
$4,993k |
|
|
3M CO (88579Y101)
|
28,469 |
$4,935k |
|
|
SPDR SERIES TRUST (78464A870)
|
52,781 |
$4,629k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
37,708 |
$4,264k |
|
|
ABBOTT LABS (002824100)
|
50,121 |
$4,215k |
|
|
Wisdomtree Small Emerging Mark (97717W281)
|
88,009 |
$4,141k |
|
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
103,581 |
$4,137k |
|
|
American Express Co. (025816109)
|
33,000 |
$4,074k |
|
|
ABBVIE INC (00287Y109)
|
51,667 |
$3,757k |
|
|
Apple Inc (037833100)
|
18,576 |
$3,677k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
41,212 |
$3,601k |
|
|
Invesco ETF TR II China Tech ( (46138E800)
|
77,848 |
$3,530k |
|
|
EQUIFAX INC (294429105)
|
25,000 |
$3,381k |
|
|
PEPSICO INC (713448108)
|
25,019 |
$3,281k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
16,834 |
$3,270k |
|
|
ISHARES (464287465)
|
48,181 |
$3,167k |
|
|
ISHARES (464288273)
|
52,170 |
$2,995k |
|
|
JOHNSON & JOHNSON (478160104)
|
20,463 |
$2,850k |
|
|
ADP (053015103)
|
16,900 |
$2,807k |
|
|
PROCTER & GAMBLE CO (742718109)
|
24,649 |
$2,703k |
|
|
DUKE ENERGY CORP (26441C204)
|
28,808 |
$2,542k |
|
|
UNION PAC CORP (907818108)
|
14,146 |
$2,392k |
|
|
DISNEY WALT CO (254687106)
|
16,423 |
$2,293k |
|
|
INTL BUSINESS MCHN (459200101)
|
15,754 |
$2,172k |
|
|
ISHARES TR (464287457)
|
24,844 |
$2,106k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
22,663 |
$1,976k |
|
|
CISCO SYSTEMS INC (17275R102)
|
35,141 |
$1,923k |
|
|
MERCK & CO INC (58933Y105)
|
22,500 |
$1,899k |
|
|
AFLAC INC (001055102)
|
33,500 |
$1,836k |
|
|
MCDONALDS CORP (580135101)
|
8,618 |
$1,790k |
|
|
AT&T INC (00206R102)
|
50,139 |
$1,680k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
8,540 |
$1,515k |
|
|
ZIMMER BIOMET HLDGS (98956P102)
|
12,807 |
$1,511k |
|
|
PayPal Holdings Inc (70450Y103)
|
12,721 |
$1,456k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
12,831 |
$1,435k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
50,547 |
$1,420k |
|
|
Chevron Corp (166764100)
|
10,614 |
$1,321k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
11,135 |
$1,247k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
21,459 |
$1,226k |
|
|
PFIZER INC (717081103)
|
28,183 |
$1,221k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,060 |
$1,195k |
|
|
FIDELITY NATL INFO (31620M106)
|
9,208 |
$1,130k |
|
|
ALPHABET INC (02079K305)
|
1,011 |
$1,095k |
|
|
STRYKER CORP (863667101)
|
5,220 |
$1,076k |
|
|
ORACLE CORP (68389X105)
|
18,707 |
$1,066k |
|
|
ESTEE LAUDER CO (518439104)
|
5,773 |
$1,057k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
6,507 |
$1,024k |
|
|
COCA-COLA CO (191216100)
|
19,589 |
$1,015k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
18,260 |
$1,005k |
|
|
VISA INC COM CL A (92826C839)
|
5,713 |
$991k |
|
|
EMERSON ELEC CO (291011104)
|
14,445 |
$964k |
|
|
COMCAST CORP (20030N101)
|
22,673 |
$959k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
12,635 |
$918k |
|
|
Alphabet Inc (02079K107)
|
831 |
$898k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
4,365 |
$885k |
|
|
MEDTRONIC PLC (G5960L103)
|
8,683 |
$846k |
|
|
SOUTHERN CO (842587107)
|
15,000 |
$829k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,827 |
$816k |
|
|
HOME DEPOT INC (437076102)
|
3,870 |
$805k |
|
|
WISDOMTREE TR (97717W760)
|
12,325 |
$801k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
10,000 |
$717k |
|
|
CHUBB LIMITED (H1467J104)
|
4,856 |
$715k |
|
|
Royal Dutch Shell PLC (780259206)
|
10,973 |
$714k |
|
|
Caterpillar Inc (149123101)
|
5,010 |
$683k |
|
|
YUM BRANDS INC (988498101)
|
6,080 |
$673k |
|
|
ALLSTATE CORP (020002101)
|
6,577 |
$672k |
|
|
WELLS FARGO CO NEW (949746101)
|
13,795 |
$653k |
|
|
Bank of America Corp. (060505104)
|
22,210 |
$644k |
|
|
CROWN CASTLE INTL (22822V101)
|
4,770 |
$622k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
10,720 |
$599k |
|
|
WISDOMTREE TR (97717W794)
|
12,500 |
$589k |
|
|
Facebook Inc (30303M102)
|
3,041 |
$587k |
|
|
NOVARTIS AG (66987V109)
|
6,417 |
$586k |
|
|
Booking Holdings, Inc. (09857L108)
|
287 |
$538k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
3,376 |
$531k |
|
|
MASTERCARD INC (57636Q104)
|
1,945 |
$515k |
|
|
BROADRIDGE FINL SOLN (11133T103)
|
4,000 |
$513k |
|
|
Amazon.com Inc (023135106)
|
256 |
$485k |
|
|
EBAY INC (278642103)
|
11,650 |
$460k |
|
|
BANK OZK (06417N103)
|
15,070 |
$453k |
|
|
INTEL CORP (458140100)
|
9,463 |
$453k |
|
|
BAXTER INTL INC (071813109)
|
5,323 |
$437k |
|
|
LILLY ELI & CO (532457108)
|
3,796 |
$421k |
|
|
ISHARES TR (464288356)
|
6,890 |
$418k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,027 |
$416k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,560 |
$412k |
|
|
Bristol-Myers Squibb Co (110122108)
|
9,038 |
$410k |
|
|
FRANKLIN RES INC (354613101)
|
11,610 |
$407k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,610 |
$406k |
|
|
ISHARES TR (464288323)
|
7,125 |
$405k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
1,372 |
$403k |
|
|
KELLOGG CO (487836108)
|
7,400 |
$396k |
|
|
SUNTRUST BANKS INC (867914103)
|
6,000 |
$377k |
|
|
GILEAD SCIENCES INC (375558103)
|
5,447 |
$368k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
8,200 |
$349k |
|
|
WASTE MGMT INC DEL (94106L109)
|
2,922 |
$337k |
|
|
DENTSPLY SIRONA INC (24906P109)
|
5,715 |
$334k |
|
|
WALMART INC COM (931142103)
|
3,010 |
$333k |
|
|
TCW STRATEGIC INCM (872340104)
|
56,910 |
$332k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,485 |
$331k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,340 |
$327k |
|
|
STANLEY BLACK&DECKR (854502101)
|
2,243 |
$324k |
|
|
EASTMAN CHEM CO (277432100)
|
4,000 |
$314k |
|
|
AMGEN INC (031162100)
|
1,690 |
$311k |
|
|
CVS HEALTH CORP (126650100)
|
5,690 |
$310k |
|
|
GENERAL MILLS INC (370334104)
|
5,600 |
$294k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
10,615 |
$293k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
969 |
$285k |
|
|
DOMINION ENERGY INC (25746U109)
|
3,667 |
$284k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,680 |
$282k |
|
|
BROADCOM INC (11135F101)
|
972 |
$282k |
|
|
Intercontinental Exchange Inc (45866F104)
|
3,275 |
$281k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
533 |
$280k |
|
|
RAYTHEON (755111507)
|
1,591 |
$277k |
|
|
DIAGEO P L C (25243Q205)
|
1,591 |
$274k |
|
|
FISERV INC (337738108)
|
3,000 |
$273k |
|
|
GENERAL DYNAMICS (369550108)
|
1,456 |
$265k |
|
|
SONOCO PRODS (835495102)
|
4,000 |
$261k |
|
|
SEALED AIR CORP (81211K100)
|
6,000 |
$257k |
|
|
DELTA AIR LINES (247361702)
|
4,468 |
$254k |
|
|
GOLUB CAP BDC INC (38173M102)
|
14,100 |
$251k |
|
|
CITIGROUP INC (172967424)
|
3,501 |
$245k |
|
|
DANAHER CORP (235851102)
|
1,676 |
$240k |
|
|
KEYCORP (493267108)
|
13,100 |
$233k |
|
|
GALLAGHER ARTHUR J & CO (363576109)
|
2,500 |
$219k |
|
|
HONEYWELL INTL INC (438516106)
|
1,229 |
$215k |
|
|
CDW CORP (12514G108)
|
1,916 |
$213k |
|
|
Tyson Foods (TSN) (902494103)
|
2,500 |
$202k |
|
|
ALTRIA GROUP INC (02209S103)
|
4,193 |
$202k |
|
|
ISHARES (464287168)
|
1,600 |
$159k |
|
|
ISHARES (464287556)
|
1,425 |
$155k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
650 |
$139k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
450 |
$108k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
1,500 |
$106k |
|
|
ISHARES (464287234)
|
2,410 |
$103k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
1,750 |
$102k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
815 |
$88k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
1,000 |
$78k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
500 |
$71k |
|
|
ISHARES G (464288174)
|
800 |
$48k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
510 |
$45k |
|
|
WISDOMTREE TR (97717W315)
|
1,000 |
$45k |
|
|
INVESCO ETF TR (46137V530)
|
275 |
$38k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
310 |
$28k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
145 |
$22k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E115)
|
245 |
$20k |
|
|
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198)
|
300 |
$15k |
|
|
LIBERTY BROADBAND CORP (530307305)
|
108 |
$11k |
|
|
INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETF (46137V225)
|
150 |
$10k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
100 |
$9k |
|
|
CONTRAFECT CORP (212326102)
|
13,091 |
$7k |
|
|
LIBERTY BROADBAND CORP (530307107)
|
71 |
$7k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
45 |
$6k |
|
|
SPDR SERIES TRUST (78464A102)
|
59 |
$4k |
|
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