Legal Name: CLIFFORD SWAN INVESTMENT COUNSEL LLC
報告期間:
Jun 30, 2019
有効日:
Aug 13, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
Apple Inc (037833100)
|
319,917 |
$63,318k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
235,364 |
$50,173k |
|
|
COSTCO WHSL CORP (22160K105)
|
181,436 |
$47,946k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
227,091 |
$41,960k |
|
|
Chevron Corp (166764100)
|
262,668 |
$32,686k |
|
|
Boeing Co/The (097023105)
|
79,207 |
$28,832k |
|
|
ABBOTT LABS (002824100)
|
283,601 |
$23,851k |
|
|
Bristol-Myers Squibb Co (110122108)
|
524,246 |
$23,775k |
|
|
ALPHABET INC (02079K305)
|
21,713 |
$23,511k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
326,116 |
$23,373k |
|
|
CISCO SYSTEMS INC (17275R102)
|
425,919 |
$23,311k |
|
|
DISCOVERY INC (25470F302)
|
643,184 |
$18,299k |
|
|
Bank of New York Mellon Corp. (064058100)
|
384,914 |
$16,994k |
|
|
Amazon.com Inc (023135106)
|
8,169 |
$15,469k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
204,623 |
$15,279k |
|
|
Albemarle Corp (012653101)
|
206,617 |
$14,548k |
|
|
ABBVIE INC (00287Y109)
|
189,638 |
$13,790k |
|
|
CERNER CORP (156782104)
|
163,747 |
$12,003k |
|
|
3M CO (88579Y101)
|
68,965 |
$11,954k |
|
|
ConocoPhillips (20825C104)
|
194,387 |
$11,858k |
|
|
ADP (053015103)
|
67,052 |
$11,086k |
|
|
AMGEN INC (031162100)
|
56,019 |
$10,323k |
|
|
Alphabet Inc (02079K107)
|
8,715 |
$9,420k |
|
|
BP PLC (055622104)
|
200,914 |
$8,378k |
|
|
American Express Co. (025816109)
|
66,189 |
$8,170k |
|
|
AT&T INC (00206R102)
|
241,881 |
$8,105k |
|
|
Caterpillar Inc (149123101)
|
59,035 |
$8,046k |
|
|
ALLERGAN PLC (G0177J108)
|
47,525 |
$7,957k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
96,688 |
$7,801k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
143,115 |
$7,396k |
|
|
ALTRIA GROUP INC (02209S103)
|
133,048 |
$6,300k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
17 |
$5,412k |
|
|
AKAMAI TECH INC (00971T101)
|
66,560 |
$5,334k |
|
|
CORTEVA INC (22052L104)
|
164,583 |
$4,867k |
|
|
COCA-COLA CO (191216100)
|
92,664 |
$4,718k |
|
|
CARMAX INC (143130102)
|
54,091 |
$4,697k |
|
|
BECTON DICKINSON (075887109)
|
18,378 |
$4,631k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
14,759 |
$4,324k |
|
|
CUMMINS INC (231021106)
|
20,790 |
$3,562k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
36,215 |
$2,826k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
17,363 |
$2,700k |
|
|
CLOROX CO (189054109)
|
17,329 |
$2,653k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
51,900 |
$2,547k |
|
|
1/100 BERKSHIRE HTWY CLA 100 S (084990175)
|
700 |
$2,228k |
|
|
PIMCO ETF TR (72201R833)
|
21,729 |
$2,211k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
28,130 |
$2,202k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
7,329 |
$2,160k |
|
|
APACHE CORP (037411105)
|
74,220 |
$2,150k |
|
|
Bank of America Corp. (060505104)
|
73,924 |
$2,144k |
|
|
Dow Inc (260557103)
|
37,732 |
$1,861k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
44,335 |
$1,849k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
20,016 |
$1,749k |
|
|
CONSOLDTD EDISON INC (209115104)
|
19,630 |
$1,721k |
|
|
CASEYS GEN STORES INC (147528103)
|
10,970 |
$1,711k |
|
|
WESTERN ASSET INCOME FD (95766T100)
|
92,259 |
$1,372k |
|
|
Deere & Co (244199105)
|
8,090 |
$1,341k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
6,312 |
$1,226k |
|
|
ISHARES (464287234)
|
28,351 |
$1,217k |
|
|
BAXTER INTL INC (071813109)
|
13,917 |
$1,140k |
|
|
AMERICAN WTR WKS CO (030420103)
|
9,501 |
$1,102k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
5,883 |
$1,099k |
|
|
CSX CORP (126408103)
|
12,829 |
$993k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
5,000 |
$989k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
5,654 |
$886k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
2,487 |
$882k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
5,063 |
$858k |
|
|
ALCON INC (H01301128)
|
13,811 |
$857k |
|
|
ISHARES (464287465)
|
12,066 |
$793k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
13,020 |
$733k |
|
|
COMCAST CORP (20030N101)
|
17,202 |
$727k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
10,314 |
$687k |
|
|
ADOBE INC (00724F101)
|
2,179 |
$642k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
3,000 |
$633k |
|
|
ISHARES TR (464287549)
|
2,850 |
$615k |
|
|
ISHARES (464288752)
|
15,930 |
$609k |
|
|
DCP MIDSTREAM PARTNERS LP UNITS LTD PARTNER INT (23311P100)
|
20,597 |
$603k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
7,291 |
$587k |
|
|
CME GROUP INC (12572Q105)
|
2,831 |
$550k |
|
|
CONAGRA BRANDS INC (205887102)
|
20,266 |
$537k |
|
|
BROADCOM INC (11135F101)
|
1,792 |
$516k |
|
|
ARROWHEAD PHARMACEUT (04280A100)
|
19,108 |
$506k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
5,284 |
$490k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
11,475 |
$488k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,232 |
$485k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
4,448 |
$449k |
|
|
ISHARES TR (464288687)
|
11,918 |
$439k |
|
|
DOMINION ENERGY INC (25746U109)
|
5,425 |
$419k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,531 |
$412k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
7,775 |
$396k |
|
|
ALLSTATE CORP (020002101)
|
3,844 |
$391k |
|
|
AMERIPRISE FINL INC (03076C106)
|
2,689 |
$390k |
|
|
ISHARES (464288646)
|
7,190 |
$384k |
|
|
KAYNE ANDERS MLP/MID (486606106)
|
24,700 |
$378k |
|
|
AEP (025537101)
|
4,202 |
$370k |
|
|
CAMPBELL SOUP CO (134429109)
|
9,113 |
$365k |
|
|
PIMCO HIGH INCOME FD (722014107)
|
44,500 |
$352k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
5,900 |
$352k |
|
|
GALLAGHER ARTHUR J & CO (363576109)
|
3,900 |
$342k |
|
|
ISHARES (464287168)
|
3,333 |
$332k |
|
|
ISHARES (464287242)
|
2,545 |
$317k |
|
|
BLACKROCK CAPITAL INVESTMENT (092533108)
|
52,400 |
$316k |
|
|
ISHA (464287101)
|
2,425 |
$314k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,592 |
$314k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
3,660 |
$305k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,125 |
$299k |
|
|
ANSYS Inc (03662Q105)
|
1,450 |
$297k |
|
|
ALLEGION PLC (G0176J109)
|
2,659 |
$294k |
|
|
ASTRAZENECA (046353108)
|
7,096 |
$293k |
|
|
BRITISH AMER TOB PLC (110448107)
|
8,238 |
$287k |
|
|
CORNING INCORPORATED (219350105)
|
8,600 |
$286k |
|
|
ANADARKO PETE (032511107)
|
4,008 |
$283k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
3,194 |
$276k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
3,015 |
$271k |
|
|
DANAHER CORP (235851102)
|
1,886 |
$270k |
|
|
SPDR SERIES TRUST (78464A292)
|
5,913 |
$255k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,508 |
$252k |
|
|
BlackRock, Inc. (09247X101)
|
520 |
$244k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
900 |
$242k |
|
|
ISHARES (464287705)
|
1,514 |
$241k |
|
|
AMCOR PLC (G0250X107)
|
20,814 |
$239k |
|
|
ISHARES (464288885)
|
2,951 |
$238k |
|
|
CDK GLOBAL INC (12508E101)
|
4,720 |
$233k |
|
|
CVS HEALTH CORP (126650100)
|
4,184 |
$228k |
|
|
CHUBB LIMITED (H1467J104)
|
1,539 |
$227k |
|
|
AMERICA MOVIL (02364W105)
|
15,010 |
$219k |
|
|
ISHARES TR (464287580)
|
1,000 |
$218k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,330 |
$209k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
1,640 |
$209k |
|
|
CINTAS CORP (172908105)
|
880 |
$209k |
|
|
AMEREN CORPORATION (023608102)
|
2,750 |
$207k |
|
|
ARENA PHARMACEUTICALS INC COM NEW (040047607)
|
3,521 |
$206k |
|
|
NUVEEN PFD & INCM SECURTIES (67072C105)
|
21,381 |
$203k |
|
|
SPDR SERIES TRUST (78464A813)
|
3,000 |
$203k |
|
|
Flaherty & Crumrine Preferred (33848E106)
|
12,500 |
$146k |
|
|
CURO GROUP HLDGS CORP (23131L107)
|
11,850 |
$131k |
|
|
Vertical Capital Income Fund (92535C104)
|
11,743 |
$112k |
|
|
APTEVO THERAPEUTICS INC (03835L108)
|
27,200 |
$24k |
|
|
Cathay Intl Hld (London Exchan (G1965E103)
|
19,000 |
$1k |
|
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