Legal Name: CAMBRIDGE ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 26, 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)
|
205,482 |
$55,305k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
481,137 |
$39,968k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
520,188 |
$21,697k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
60,970 |
$11,844k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
206,098 |
$11,809k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
117,819 |
$10,586k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
70,438 |
$10,572k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
140,616 |
$5,980k |
|
|
MICROSOFT CORP (594918104)
|
40,669 |
$5,448k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
22,857 |
$4,872k |
|
|
AMGEN INC (031162100)
|
25,556 |
$4,710k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
29,145 |
$4,566k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
50,548 |
$4,418k |
|
|
Apple Inc (037833100)
|
21,222 |
$4,200k |
|
|
VANGUARD GROUP (921908844)
|
33,577 |
$3,867k |
|
|
UNION PAC CORP (907818108)
|
19,774 |
$3,344k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
15,297 |
$2,826k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
33,384 |
$2,778k |
|
|
JOHNSON & JOHNSON (478160104)
|
18,861 |
$2,627k |
|
|
DANAHER CORP (235851102)
|
18,277 |
$2,612k |
|
|
CERNER CORP (156782104)
|
35,340 |
$2,590k |
|
|
LOWES CO (548661107)
|
21,523 |
$2,172k |
|
|
INTEL CORP (458140100)
|
43,822 |
$2,098k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
35,074 |
$1,917k |
|
|
ISHARES (464287242)
|
15,405 |
$1,916k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
23,610 |
$1,848k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
33,763 |
$1,792k |
|
|
CISCO SYSTEMS INC (17275R102)
|
32,009 |
$1,752k |
|
|
Caterpillar Inc (149123101)
|
12,855 |
$1,752k |
|
|
AT&T INC (00206R102)
|
49,169 |
$1,648k |
|
|
CORNING INCORPORATED (219350105)
|
48,350 |
$1,607k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
22,784 |
$1,607k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
4,477 |
$1,587k |
|
|
ADP (053015103)
|
9,100 |
$1,505k |
|
|
WELLS FARGO CO NEW (949746101)
|
29,371 |
$1,390k |
|
|
PEPSICO INC (713448108)
|
10,578 |
$1,387k |
|
|
NOVARTIS AG (66987V109)
|
14,925 |
$1,363k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
8,314 |
$1,308k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
40,518 |
$1,300k |
|
|
MERCK & CO INC (58933Y105)
|
14,981 |
$1,256k |
|
|
SPDR DOW JONES INDL (78467X109)
|
4,642 |
$1,234k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
4,918 |
$1,200k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
26,390 |
$1,173k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,883 |
$1,138k |
|
|
Facebook Inc (30303M102)
|
5,880 |
$1,135k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
7,052 |
$1,097k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
15,105 |
$1,080k |
|
|
NIKE INC (654106103)
|
12,444 |
$1,045k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
27,648 |
$1,042k |
|
|
Chevron Corp (166764100)
|
8,241 |
$1,026k |
|
|
NXP Semiconductors NV (N6596X109)
|
10,290 |
$1,004k |
|
|
VISA INC COM CL A (92826C839)
|
5,744 |
$997k |
|
|
PROCTER & GAMBLE CO (742718109)
|
8,967 |
$983k |
|
|
UNITED TECHNOLOGIES (913017109)
|
7,396 |
$963k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
8,640 |
$962k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
8,589 |
$945k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
24,089 |
$942k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
16,289 |
$930k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
6,070 |
$915k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
8,037 |
$899k |
|
|
MEDTRONIC PLC (G5960L103)
|
9,034 |
$880k |
|
|
ABBOTT LABS (002824100)
|
10,365 |
$872k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
15,348 |
$864k |
|
|
ABBVIE INC (00287Y109)
|
11,820 |
$860k |
|
|
Boeing Co/The (097023105)
|
2,328 |
$847k |
|
|
ISHARES (464287465)
|
12,798 |
$841k |
|
|
ROPER TECHNOLOGIES (776696106)
|
2,290 |
$839k |
|
|
INTL BUSINESS MCHN (459200101)
|
6,005 |
$828k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
10,010 |
$808k |
|
|
QUALCOMM INC (747525103)
|
10,488 |
$798k |
|
|
SCHWAB STRATEGIC T (808524862)
|
15,497 |
$784k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
14,560 |
$768k |
|
|
SPDR SERIES TRUST (78464A698)
|
13,893 |
$742k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
6,844 |
$738k |
|
|
BECTON DICKINSON (075887109)
|
2,792 |
$704k |
|
|
STARBUCKS CORP (855244109)
|
8,241 |
$691k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,567 |
$666k |
|
|
ARK ETF TRUST ARK (00214Q302)
|
18,683 |
$644k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
6,065 |
$612k |
|
|
Exxon Mobil Corp (30231G102)
|
7,891 |
$605k |
|
|
FORTIVE CORPORATION (34959J108)
|
7,299 |
$595k |
|
|
ORACLE CORP (68389X105)
|
10,150 |
$578k |
|
|
ISHARES (464287705)
|
3,612 |
$576k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
10,614 |
$563k |
|
|
BlackRock, Inc. (09247X101)
|
1,160 |
$544k |
|
|
Schlumberger Ltd (806857108)
|
13,536 |
$538k |
|
|
GILEAD SCIENCES INC (375558103)
|
7,764 |
$525k |
|
|
COCA-COLA CO (191216100)
|
10,246 |
$522k |
|
|
PFIZER INC (717081103)
|
11,756 |
$509k |
|
|
VANGUARD WORLD FDS (92204A306)
|
5,685 |
$483k |
|
|
ALPHABET INC (02079K305)
|
424 |
$459k |
|
|
US BANCORP DEL (902973304)
|
8,451 |
$443k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
7,702 |
$440k |
|
|
3M CO (88579Y101)
|
2,432 |
$422k |
|
|
TARGET CORPORATION (87612E106)
|
4,650 |
$403k |
|
|
PIMCO ETF TR (72201R775)
|
3,726 |
$401k |
|
|
SIRIUS XM HLDG (82968B103)
|
71,359 |
$398k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
7,500 |
$396k |
|
|
GOLDMAN SACHS ETF TR (381430107)
|
13,680 |
$392k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,927 |
$390k |
|
|
EMCOR GROUP INC (29084Q100)
|
4,414 |
$389k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
7,483 |
$380k |
|
|
KIMBERLY CLARK CORP (494368103)
|
2,805 |
$374k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
1,010 |
$373k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,238 |
$365k |
|
|
GOLDMAN SACHS ETF TR (381430206)
|
11,025 |
$362k |
|
|
SPDR SERIES TRUST (78464A151)
|
10,400 |
$356k |
|
|
ISHARES (464287168)
|
3,495 |
$348k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,989 |
$342k |
|
|
American Express Co. (025816109)
|
2,760 |
$341k |
|
|
CLOROX CO (189054109)
|
2,004 |
$307k |
|
|
FEDEX CORP (31428X106)
|
1,805 |
$296k |
|
|
CHARLES RIV LABS INT (159864107)
|
2,000 |
$284k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
11,281 |
$284k |
|
|
ConocoPhillips (20825C104)
|
4,567 |
$279k |
|
|
FIDELITY (316092832)
|
8,495 |
$271k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D309)
|
5,588 |
$263k |
|
|
SYSCO CORP (871829107)
|
3,625 |
$256k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
481 |
$252k |
|
|
ISHARES (464288752)
|
6,471 |
$247k |
|
|
Garmin Ltd (H2906T109)
|
3,049 |
$243k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
1,678 |
$241k |
|
|
SPDR SERIES TRUST (78468R622)
|
2,212 |
$241k |
|
|
MCDONALDS CORP (580135101)
|
1,125 |
$234k |
|
|
Amazon.com Inc (023135106)
|
123 |
$233k |
|
|
ADOBE INC (00724F101)
|
776 |
$229k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
11,888 |
$225k |
|
|
BORGWARNER INC (099724106)
|
5,280 |
$222k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D408)
|
4,585 |
$221k |
|
|
Deere & Co (244199105)
|
1,275 |
$211k |
|
|
FST TR NEW OPPORT MLP & ENE (33739M100)
|
20,818 |
$197k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
13,300 |
$180k |
|
|
ALLSCRIPTS HEALTHCARE SOLUTN (01988P108)
|
11,750 |
$137k |
|
|
MATTEL INC (577081102)
|
10,850 |
$122k |
|
|
GENERAL ELECTRIC CO (369604103)
|
10,377 |
$109k |
|
|
FUEL TECH INC (359523107)
|
16,619 |
$23k |
|
|
ENERGY FOCUS INC (29268T300)
|
40,100 |
$16k |
|
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