Legal Name: CORNERSTONE ADVISORY, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 8, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
422,036 |
$21,266k |
|
|
FIDUCIARY CLAYMORE MLP OPP F (31647Q106)
|
1,942,114 |
$18,780k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
63,197 |
$18,627k |
|
|
BNY MELLON STRATEGIC MUNS IN (05588W108)
|
2,065,473 |
$16,875k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
187,107 |
$16,349k |
|
|
DOUBLELINE INCOME (258622109)
|
778,594 |
$15,549k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
194,154 |
$15,198k |
|
|
CALAMOS CONV & HIGH INCOME F (12811P108)
|
1,292,258 |
$14,254k |
|
|
COH & STEER GL INC BLDER (19248M103)
|
1,485,238 |
$13,263k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
241,897 |
$12,334k |
|
|
Nuveen Preferred & Income Term Fund (67075A106)
|
500,733 |
$11,857k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
72,567 |
$7,961k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
77,174 |
$7,785k |
|
|
BLACKROCK MUNIYIELD FD INC (09253W104)
|
505,054 |
$7,263k |
|
|
WISDOMTREE TRUST (97717X628)
|
244,773 |
$6,136k |
|
|
ISHARES TR (46434v639)
|
198,081 |
$6,089k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
27,744 |
$5,914k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
43,806 |
$5,110k |
|
|
BLACKROCK MUNIYIELD QUALITY (09254F100)
|
350,023 |
$5,079k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
38,328 |
$5,003k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
80,581 |
$4,948k |
|
|
NUVEEN AMT FREE MUN CR INC F (67071L106)
|
306,728 |
$4,868k |
|
|
NUVEEN MD QUAL INC FD (67061Q107)
|
361,590 |
$4,686k |
|
|
ISHARES (464288448)
|
135,690 |
$4,168k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
22,750 |
$3,803k |
|
|
PIMCO ETF TR (72201R833)
|
36,229 |
$3,686k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
20,105 |
$3,497k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
34,825 |
$3,104k |
|
|
ISHARES TR (464287671)
|
47,850 |
$2,999k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
23,094 |
$2,938k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
15,290 |
$2,591k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
10,750 |
$2,178k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
39,100 |
$2,011k |
|
|
ALPHABET INC (02079K305)
|
1,855 |
$2,009k |
|
|
ISHARES (464287465)
|
30,223 |
$1,987k |
|
|
EATON VANCE TXMGD GL BUYWR O (27829C105)
|
198,669 |
$1,945k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
11,652 |
$1,897k |
|
|
ISHARES TR (46434V803)
|
58,555 |
$1,746k |
|
|
Amazon.com Inc (023135106)
|
921 |
$1,744k |
|
|
DISNEY WALT CO (254687106)
|
11,370 |
$1,588k |
|
|
Exxon Mobil Corp (30231G102)
|
17,584 |
$1,348k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,522 |
$1,325k |
|
|
ISHARES (464287705)
|
8,000 |
$1,276k |
|
|
PROCTER & GAMBLE CO (742718109)
|
11,597 |
$1,272k |
|
|
Alphabet Inc (02079K107)
|
1,110 |
$1,200k |
|
|
VISA INC COM CL A (92826C839)
|
6,785 |
$1,178k |
|
|
SPDR SERIES TRUST (78464A870)
|
13,402 |
$1,176k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
10,297 |
$1,151k |
|
|
Facebook Inc (30303M102)
|
5,613 |
$1,083k |
|
|
ISHARES (464287879)
|
7,000 |
$1,040k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
17,818 |
$1,018k |
|
|
Boeing Co/The (097023105)
|
2,612 |
$951k |
|
|
ABC (03073E105)
|
11,032 |
$941k |
|
|
TRI CONTL CORP (895436103)
|
34,800 |
$939k |
|
|
ISHARES (464287887)
|
5,000 |
$912k |
|
|
NUVEEN VIRGINIA QLTY MUNCPL (67064R102)
|
69,291 |
$903k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
7,463 |
$828k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
5,061 |
$827k |
|
|
3M CO (88579Y101)
|
4,364 |
$756k |
|
|
MERCK & CO INC (58933Y105)
|
9,008 |
$755k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
4,042 |
$724k |
|
|
MCDONALDS CORP (580135101)
|
3,482 |
$723k |
|
|
DOMINION ENERGY INC (25746U109)
|
9,260 |
$716k |
|
|
PEPSICO INC (713448108)
|
5,455 |
$715k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,134 |
$708k |
|
|
PayPal Holdings Inc (70450Y103)
|
6,183 |
$708k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
3,458 |
$707k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
69,977 |
$689k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
11,500 |
$676k |
|
|
LCNB CORP (50181P100)
|
35,000 |
$665k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
2,456 |
$661k |
|
|
AT&T INC (00206R102)
|
19,622 |
$658k |
|
|
BLACKROCK FL RT TR (091941104)
|
53,000 |
$658k |
|
|
PFIZER INC (717081103)
|
14,656 |
$635k |
|
|
UNION PAC CORP (907818108)
|
3,752 |
$635k |
|
|
Splunk Inc (848637104)
|
5,000 |
$629k |
|
|
CSX CORP (126408103)
|
8,065 |
$624k |
|
|
GARTNER INC (366651107)
|
3,872 |
$623k |
|
|
EXELON CORP (30161N101)
|
12,602 |
$604k |
|
|
Eaton Vance Tax-Managed Dividend (27828N102)
|
50,000 |
$600k |
|
|
INTEL CORP (458140100)
|
12,462 |
$597k |
|
|
CISCO SYSTEMS INC (17275R102)
|
10,235 |
$560k |
|
|
Vanguard S&P 500 Growth (921932505)
|
3,450 |
$556k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
19,726 |
$544k |
|
|
Global X MLP ETF (37950E473)
|
60,000 |
$529k |
|
|
Apple Inc (037833100)
|
2,665 |
$528k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
11,403 |
$485k |
|
|
Applied Materials, Inc. (038222105)
|
10,663 |
$479k |
|
|
ISHARES (464287556)
|
4,150 |
$453k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,350 |
$436k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
2,000 |
$428k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,720 |
$420k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
6,500 |
$416k |
|
|
PHILIP MORRIS INTL (718172109)
|
5,199 |
$408k |
|
|
HOME DEPOT INC (437076102)
|
1,938 |
$403k |
|
|
Chevron Corp (166764100)
|
3,231 |
$402k |
|
|
HONEYWELL INTL INC (438516106)
|
2,274 |
$397k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,499 |
$393k |
|
|
BECTON DICKINSON (075887109)
|
1,544 |
$389k |
|
|
AKAMAI TECH INC (00971T101)
|
4,832 |
$387k |
|
|
WELLS FARGO CO NEW (949746101)
|
8,146 |
$385k |
|
|
SPDR SERIES TRUST (78464A300)
|
6,288 |
$382k |
|
|
ORACLE CORP (68389X105)
|
6,571 |
$374k |
|
|
ISHARES (464288273)
|
6,456 |
$371k |
|
|
NIKE INC (654106103)
|
4,228 |
$355k |
|
|
WALMART INC COM (931142103)
|
3,184 |
$352k |
|
|
CVS HEALTH CORP (126650100)
|
6,367 |
$347k |
|
|
ISHARES (464287168)
|
3,460 |
$345k |
|
|
AMGEN INC (031162100)
|
1,853 |
$342k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
8,199 |
$342k |
|
|
APPIAN CORP CL A (03782L101)
|
9,300 |
$335k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,081 |
$324k |
|
|
Bristol-Myers Squibb Co (110122108)
|
7,060 |
$320k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,207 |
$294k |
|
|
SUNTRUST BANKS INC (867914103)
|
4,646 |
$292k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
2,594 |
$289k |
|
|
MASTERCARD INC (57636Q104)
|
1,083 |
$286k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
956 |
$281k |
|
|
ARES CAP CORP (04010L103)
|
14,690 |
$264k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,325 |
$248k |
|
|
MICROSOFT CORP (594918104)
|
1,802 |
$241k |
|
|
EMERSON ELEC CO (291011104)
|
3,580 |
$239k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
1,878 |
$238k |
|
|
JOHNSON & JOHNSON (478160104)
|
1,632 |
$227k |
|
|
MCCORMICK & CO INC (579780206)
|
1,433 |
$222k |
|
|
ABBOTT LABS (002824100)
|
2,624 |
$221k |
|
|
MARRIOTT INTL INC (571903202)
|
1,572 |
$221k |
|
|
ISHARES (464287630)
|
1,816 |
$219k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,125 |
$219k |
|
|
Caterpillar Inc (149123101)
|
1,592 |
$217k |
|
|
Lockheed Martin Corp (539830109)
|
592 |
$215k |
|
|
Bank of America Corp. (060505104)
|
7,304 |
$212k |
|
|
LOWES CO (548661107)
|
2,098 |
$212k |
|
|
CITIGROUP INC (172967424)
|
3,008 |
$211k |
|
|
COSTCO WHSL CORP (22160K105)
|
800 |
$211k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,584 |
$211k |
|
|
STRYKER CORP (863667101)
|
1,010 |
$208k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,378 |
$207k |
|
|
TEXAS INSTRUMENTS (882508104)
|
1,799 |
$206k |
|
|
MOODYS CORP (615369105)
|
1,033 |
$202k |
|
|
GENERAL ELECTRIC CO (369604103)
|
16,737 |
$176k |
|
|
NuveeN S&P 500 B-W Income (6706ER101)
|
12,218 |
$163k |
|
|
FLEX LTD ORD (Y2573F102)
|
10,293 |
$99k |
|
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
15,300 |
$64k |
|
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