Legal Name: CALIFORNIA CAPITAL ADVISORS, INC.
報告期間:
Jun 30, 2019
有効日:
Jul 15, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
VISA INC COM CL A (92826C839)
|
83,032 |
$14,410k |
|
SPDR INDEX SHS FDS (78463X103)
|
345,149 |
$11,794k |
|
Berkshire Hathaway, Inc. (084670702)
|
51,602 |
$11,000k |
|
UNITEDHEALTH GRP INC (91324P102)
|
35,652 |
$8,699k |
|
Apple Inc (037833100)
|
40,678 |
$8,051k |
|
Amazon.com Inc (023135106)
|
4,243 |
$8,035k |
|
ALPHABET INC (02079K305)
|
7,109 |
$7,698k |
|
MICROSOFT CORP (594918104)
|
57,074 |
$7,646k |
|
Boeing Co/The (097023105)
|
20,057 |
$7,301k |
|
Facebook Inc (30303M102)
|
31,766 |
$6,131k |
|
Netflix Inc (64110L106)
|
14,696 |
$5,398k |
|
DISNEY WALT CO (254687106)
|
36,306 |
$5,070k |
|
JOHNSON & JOHNSON (478160104)
|
34,783 |
$4,845k |
|
COSTCO WHSL CORP (22160K105)
|
18,126 |
$4,790k |
|
VANGUARD WORLD FDS (92204A306)
|
52,442 |
$4,459k |
|
MCDONALDS CORP (580135101)
|
21,322 |
$4,428k |
|
GOLDMAN SACHS GROUP (38141G104)
|
21,590 |
$4,417k |
|
HOME DEPOT INC (437076102)
|
20,041 |
$4,168k |
|
TRAVELERS CO(THE) (89417E109)
|
26,722 |
$3,995k |
|
Caterpillar Inc (149123101)
|
26,083 |
$3,555k |
|
3M CO (88579Y101)
|
18,405 |
$3,190k |
|
ISHARES TR US HLTHCARE ETF (464287762)
|
12,907 |
$2,520k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
7,037 |
$1,314k |
|
VANGUARD WORLD FDS (92204A603)
|
7,682 |
$1,120k |
|
Chevron Corp (166764100)
|
8,685 |
$1,081k |
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
14,350 |
$990k |
|
SELECT SECTOR SPDR (81369Y407)
|
8,178 |
$975k |
|
SELECT SECTOR SPDR (81369Y803)
|
10,161 |
$793k |
|
SPDR DOW JONES INDL (78467X109)
|
2,560 |
$681k |
|
Bank of America Corp. (060505104)
|
22,195 |
$644k |
|
SPDR GOLD TR GOLD (78463V107)
|
3,757 |
$500k |
|
UNION PAC CORP (907818108)
|
2,283 |
$386k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,425 |
$214k |
|
ETF MANAGERS TRUST (26924G508)
|
6,342 |
$201k |
|
SIRIUS XM HLDG (82968B103)
|
10,000 |
$56k |
|