Legal Name: CPWM, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 2, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
Amazon.com Inc (023135106)
|
19,075 |
$36,121k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
179,321 |
$28,214k |
|
|
Apple Inc (037833100)
|
111,071 |
$21,983k |
|
|
ISHARES TR (464288257)
|
233,611 |
$17,219k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
139,074 |
$15,486k |
|
|
ENTERPRISE PRODS (293792107)
|
449,197 |
$12,968k |
|
|
COSTCO WHSL CORP (22160K105)
|
42,419 |
$11,210k |
|
|
CISCO SYSTEMS INC (17275R102)
|
193,119 |
$10,569k |
|
|
ALPHABET INC (02079K305)
|
9,050 |
$9,799k |
|
|
ISHARES (464287234)
|
225,524 |
$9,677k |
|
|
Alphabet Inc (02079K107)
|
8,757 |
$9,466k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
30,975 |
$9,130k |
|
|
ISHARES TR (464288422)
|
226,217 |
$8,601k |
|
|
INTEL CORP (458140100)
|
152,343 |
$7,293k |
|
|
ISHARES TR (464287176)
|
62,063 |
$7,168k |
|
|
JOHNSON & JOHNSON (478160104)
|
47,764 |
$6,653k |
|
|
Boeing Co/The (097023105)
|
17,772 |
$6,469k |
|
|
ISHARES (46429B747)
|
63,284 |
$6,365k |
|
|
KIMBERLY CLARK CORP (494368103)
|
43,403 |
$5,785k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
25,341 |
$5,402k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
30,127 |
$4,904k |
|
|
ISHARES (464287465)
|
63,525 |
$4,176k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
35,567 |
$3,976k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
24,852 |
$3,864k |
|
|
ISHARES (464287242)
|
27,043 |
$3,363k |
|
|
ISHARES (464288273)
|
53,286 |
$3,059k |
|
|
ABBOTT LABS (002824100)
|
30,539 |
$2,568k |
|
|
ISHARES (464287168)
|
23,685 |
$2,358k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
18,327 |
$2,332k |
|
|
ISHARES (464288869)
|
24,156 |
$2,251k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
7 |
$2,228k |
|
|
HOME DEPOT INC (437076102)
|
10,362 |
$2,155k |
|
|
ISHARES (464287630)
|
16,921 |
$2,039k |
|
|
GILEAD SCIENCES INC (375558103)
|
29,456 |
$1,990k |
|
|
Chevron Corp (166764100)
|
13,297 |
$1,655k |
|
|
CROWN HOLDINGS INC (228368106)
|
25,867 |
$1,580k |
|
|
INSPIRE MED SYS INC COM (457730109)
|
23,989 |
$1,455k |
|
|
AMGEN INC (031162100)
|
7,843 |
$1,445k |
|
|
ISHARES U (464287739)
|
15,845 |
$1,383k |
|
|
MERCK & CO INC (58933Y105)
|
16,467 |
$1,381k |
|
|
Exxon Mobil Corp (30231G102)
|
15,446 |
$1,184k |
|
|
CITIGROUP INC (172967424)
|
16,607 |
$1,163k |
|
|
CME GROUP INC (12572Q105)
|
5,856 |
$1,137k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
5,116 |
$1,046k |
|
|
EATON CORPORATION (G29183103)
|
12,089 |
$1,007k |
|
|
BCE INC (05534B760)
|
21,318 |
$970k |
|
|
AES CORP (00130H105)
|
57,194 |
$959k |
|
|
ANHEUSER BUSCH INBEV (03524A108)
|
10,772 |
$953k |
|
|
ISHARES (464288885)
|
11,698 |
$945k |
|
|
LILLY ELI & CO (532457108)
|
8,474 |
$939k |
|
|
MASTERCARD INC (57636Q104)
|
3,539 |
$936k |
|
|
Caterpillar Inc (149123101)
|
6,828 |
$931k |
|
|
Eaton Vance Sr Fltg Rate Trust (27828Q105)
|
69,109 |
$905k |
|
|
Bank of America Corp. (060505104)
|
30,087 |
$873k |
|
|
ADP (053015103)
|
5,235 |
$866k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
11,897 |
$853k |
|
|
AT&T INC (00206R102)
|
24,334 |
$815k |
|
|
DIGITAL RLTY TR INC (253868103)
|
6,752 |
$795k |
|
|
ENBRIDGE INC (29250N105)
|
21,746 |
$785k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
4,023 |
$781k |
|
|
ALLSTATE CORP (020002101)
|
7,682 |
$781k |
|
|
CENTERPOINT ENERGY (15189T107)
|
26,890 |
$770k |
|
|
ASTRAZENECA (046353108)
|
18,609 |
$768k |
|
|
MAGNA INTL INC (559222401)
|
15,025 |
$747k |
|
|
American International Group (026874784)
|
13,440 |
$716k |
|
|
KLA-TENCOR CORP (482480100)
|
5,905 |
$698k |
|
|
MCDONALDS CORP (580135101)
|
3,357 |
$697k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
47,915 |
$662k |
|
|
CSX CORP (126408103)
|
7,548 |
$584k |
|
|
3M CO (88579Y101)
|
3,271 |
$567k |
|
|
ISHARES TR (464288687)
|
14,960 |
$551k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
5,080 |
$541k |
|
|
BAXTER INTL INC (071813109)
|
6,508 |
$533k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
7,027 |
$525k |
|
|
BANK MONTREAL QUE (063671101)
|
6,140 |
$463k |
|
|
HONEYWELL INTL INC (438516106)
|
2,581 |
$451k |
|
|
KOHLS CORP (500255104)
|
8,636 |
$411k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,832 |
$391k |
|
|
COCA-COLA CO (191216100)
|
7,572 |
$386k |
|
|
LOWES CO (548661107)
|
3,730 |
$376k |
|
|
American Express Co. (025816109)
|
2,929 |
$362k |
|
|
ANTHEM INC (036752103)
|
1,165 |
$329k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
5,749 |
$321k |
|
|
EOG Resources Inc (26875P101)
|
3,368 |
$314k |
|
|
Lockheed Martin Corp (539830109)
|
834 |
$303k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,629 |
$301k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
2,568 |
$291k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,500 |
$283k |
|
|
Intuit Inc (461202103)
|
1,003 |
$262k |
|
|
ISHARES TR (464287788)
|
1,839 |
$231k |
|
|
ADOBE INC (00724F101)
|
767 |
$226k |
|
|
Deere & Co (244199105)
|
1,340 |
$222k |
|
|
LEGGETT & PLATT INC (524660107)
|
5,760 |
$221k |
|
|
DANAHER CORP (235851102)
|
1,539 |
$220k |
|
|
DIAGEO P L C (25243Q205)
|
1,268 |
$219k |
|
|
MARRIOTT INTL INC (571903202)
|
1,520 |
$213k |
|
|
COLUMBIA BKG SYS INC (197236102)
|
5,894 |
$213k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,078 |
$202k |
|
|
SWEDISH EXPT CR CORP (870297801)
|
34,265 |
$179k |
|
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