Legal Name: BRIDGEWORTH, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 25, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
122,937 |
$33,088k |
|
|
VANGUARD INDEX FDS (922908652)
|
157,884 |
$18,722k |
|
|
VANGUARD ADMIRAL FDS INC (921932885)
|
138,158 |
$18,136k |
|
|
Diamondback Energy Inc (25278X109)
|
164,273 |
$17,900k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
97,083 |
$14,571k |
|
|
GOLDMAN SACHS ETF TR (381430529)
|
103,456 |
$10,383k |
|
|
VANGUARD ADMIRAL F (921932828)
|
68,146 |
$9,736k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
116,948 |
$9,715k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
148,892 |
$8,750k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
27,656 |
$8,104k |
|
|
SOUTHERN CO (842587107)
|
145,903 |
$8,065k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
118,069 |
$4,925k |
|
|
SPDR SERIES TRUST (78464A474)
|
153,307 |
$4,719k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
27,801 |
$4,543k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
12,466 |
$4,420k |
|
|
ISHARES (46429B747)
|
42,553 |
$4,280k |
|
|
AT&T INC (00206R102)
|
89,151 |
$2,988k |
|
|
TOTAL SYS SVCS INC (891906109)
|
22,969 |
$2,946k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
15,099 |
$2,820k |
|
|
PIMCO ETF TR (72201R833)
|
27,286 |
$2,776k |
|
|
TORCHMARK CORP (891027104)
|
30,387 |
$2,718k |
|
|
Vanguard S&P 500 Growth (921932505)
|
16,095 |
$2,593k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
43,910 |
$2,316k |
|
|
VANGUARD ADMIRAL FDS INC (921932703)
|
18,942 |
$2,129k |
|
|
Apple Inc (037833100)
|
10,726 |
$2,122k |
|
|
VANGUARD GROUP (921908844)
|
17,207 |
$1,982k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
25,213 |
$1,832k |
|
|
ISHARES TR (464287176)
|
15,425 |
$1,781k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
10,027 |
$1,676k |
|
|
ISHARES (464287465)
|
25,290 |
$1,662k |
|
|
VANGUARD SCOTTSDALE FDS (92206C730)
|
11,740 |
$1,582k |
|
|
Amazon.com Inc (023135106)
|
834 |
$1,579k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
10,114 |
$1,510k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
11,548 |
$1,286k |
|
|
CENTERSTATE BK CORP (15201P109)
|
51,691 |
$1,190k |
|
|
PROCTER & GAMBLE CO (742718109)
|
10,660 |
$1,169k |
|
|
JOHNSON & JOHNSON (478160104)
|
8,384 |
$1,167k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
26,639 |
$1,133k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,677 |
$1,084k |
|
|
ISHARES TR (46429B697)
|
17,270 |
$1,067k |
|
|
HENRY JACK & ASSOC (426281101)
|
7,694 |
$1,030k |
|
|
COCA-COLA CO (191216100)
|
19,719 |
$1,004k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
4,500 |
$959k |
|
|
MICROSOFT CORP (594918104)
|
7,146 |
$957k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
8,482 |
$941k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
16,316 |
$932k |
|
|
HOME DEPOT INC (437076102)
|
4,483 |
$932k |
|
|
Chevron Corp (166764100)
|
7,196 |
$896k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
5,500 |
$855k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J403)
|
34,064 |
$815k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
6,386 |
$815k |
|
|
PFIZER INC (717081103)
|
17,604 |
$763k |
|
|
SPDR SERIES TRUST (78464A201)
|
11,779 |
$717k |
|
|
WALMART INC COM (931142103)
|
6,404 |
$708k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
13,686 |
$695k |
|
|
DISNEY WALT CO (254687106)
|
4,970 |
$694k |
|
|
HASBRO INC (418056107)
|
6,548 |
$692k |
|
|
EVERSOURCE ENERGY (30040W108)
|
8,033 |
$609k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
4,336 |
$578k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,895 |
$562k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
3,380 |
$532k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
6,498 |
$523k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
11,532 |
$512k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J601)
|
20,982 |
$506k |
|
|
VANGUARD INTL EQUITY (922042718)
|
4,686 |
$493k |
|
|
MASTERCARD INC (57636Q104)
|
1,851 |
$490k |
|
|
REGIONS FINL CORP (7591EP100)
|
32,678 |
$488k |
|
|
GENUINE PARTS CO (372460105)
|
4,598 |
$476k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
6,164 |
$463k |
|
|
SERVISFIRST BANCSHARES INC (81768T108)
|
13,465 |
$461k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
3,947 |
$445k |
|
|
ISHARES TR (46434VAQ3)
|
17,447 |
$442k |
|
|
MCDONALDS CORP (580135101)
|
2,121 |
$441k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
5,442 |
$439k |
|
|
INTEL CORP (458140100)
|
8,978 |
$429k |
|
|
ABBVIE INC (00287Y109)
|
5,764 |
$419k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
3,201 |
$374k |
|
|
DUKE ENERGY CORP (26441C204)
|
4,216 |
$372k |
|
|
ISHARES TR (46434VBK5)
|
14,568 |
$363k |
|
|
Bank of America Corp. (060505104)
|
12,278 |
$356k |
|
|
Exxon Mobil Corp (30231G102)
|
4,545 |
$349k |
|
|
CISCO SYSTEMS INC (17275R102)
|
6,318 |
$346k |
|
|
SPIRIT REALTY CAPI (84860W300)
|
7,984 |
$341k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,582 |
$329k |
|
|
Deere & Co (244199105)
|
1,961 |
$325k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
SYNOVUS FINL CORP COM NEW (87161C501)
|
9,000 |
$315k |
|
|
VANGUARD INDEX FDS (922908637)
|
2,244 |
$302k |
|
|
ISHARES TR (46434VAU4)
|
12,015 |
$299k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,155 |
$297k |
|
|
LILLY ELI & CO (532457108)
|
2,524 |
$280k |
|
|
Alphabet Inc (02079K107)
|
254 |
$274k |
|
|
Facebook Inc (30303M102)
|
1,396 |
$270k |
|
|
SMITH A O (831865209)
|
5,696 |
$268k |
|
|
PEPSICO INC (713448108)
|
2,030 |
$267k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
2,647 |
$267k |
|
|
VISA INC COM CL A (92826C839)
|
1,534 |
$267k |
|
|
PINNACLE WEST CAP (723484101)
|
2,806 |
$264k |
|
|
WELLS FARGO CO NEW (949746101)
|
5,531 |
$262k |
|
|
ORACLE CORP (68389X105)
|
4,537 |
$259k |
|
|
Invesco S&P 500 High Q(sphq) (46137V241)
|
7,692 |
$255k |
|
|
DOMINION ENERGY INC (25746U109)
|
3,251 |
$252k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,163 |
$248k |
|
|
MAIN STREET CAPITAL CORP (56035L104)
|
6,000 |
$247k |
|
|
LIFE STORAGE INC COM (53223X107)
|
2,569 |
$244k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,193 |
$244k |
|
|
EQT Corp (26884L109)
|
15,429 |
$244k |
|
|
MERCK & CO INC (58933Y105)
|
2,906 |
$243k |
|
|
PIMCO ETF TR (72201R775)
|
2,254 |
$242k |
|
|
CSX CORP (126408103)
|
3,129 |
$242k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
1,844 |
$240k |
|
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
3,909 |
$239k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,507 |
$236k |
|
|
PROASSURANCE CORP (74267C106)
|
6,343 |
$229k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
704 |
$228k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
3,958 |
$227k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,225 |
$226k |
|
|
ISHARES TR (46435G755)
|
8,355 |
$219k |
|
|
HCA HEALTHCARE (40412C101)
|
1,618 |
$219k |
|
|
ISHARES TR (46435G789)
|
8,425 |
$217k |
|
|
iShares Ibonds Mar20 ETF (46432fbc0)
|
8,199 |
$214k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,045 |
$208k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
1,842 |
$206k |
|
|
ISHARES TR MID CORE INDEX FD (464288208)
|
1,062 |
$206k |
|
|
PARSLEY ENERGY INC (701877102)
|
10,724 |
$204k |
|
|
MID-AMER APT CMNTYS (59522J103)
|
1,723 |
$203k |
|
|
Bristol-Myers Squibb Co (110122108)
|
4,478 |
$203k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
9,626 |
$203k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
13,174 |
$178k |
|
|
GENERAL ELECTRIC CO (369604103)
|
16,819 |
$177k |
|
|
Kite Realty Group Trust (49803T300)
|
11,325 |
$171k |
|
|
BANCO BILBAO VIZCAYA ARGENTA (05946K101)
|
29,659 |
$165k |
|
|
FORD MOTOR CO (345370860)
|
10,209 |
$105k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
11,396 |
$68k |
|
|
GENWORTH FINANCIAL (37247D106)
|
13,574 |
$50k |
|
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