Legal Name: DREXEL MORGAN & CO.
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 |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
98,182 |
$8,156k |
|
|
VANGUARD GROUP (921908844)
|
70,696 |
$8,141k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
94,147 |
$5,781k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
34,891 |
$4,439k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
29,021 |
$4,356k |
|
|
ISHARES TR (46429B697)
|
65,119 |
$4,020k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
24,633 |
$3,876k |
|
|
iShares Treasury Floating Rate Bond (46434V860)
|
75,100 |
$3,778k |
|
|
TELEFLEX INC (879369106)
|
10,000 |
$3,312k |
|
|
MICROSOFT CORP (594918104)
|
18,452 |
$2,472k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
8,387 |
$2,457k |
|
|
PROCTER & GAMBLE CO (742718109)
|
20,366 |
$2,233k |
|
|
UNION PAC CORP (907818108)
|
12,998 |
$2,198k |
|
|
ABBOTT LABS (002824100)
|
25,949 |
$2,182k |
|
|
Exxon Mobil Corp (30231G102)
|
28,327 |
$2,171k |
|
|
COCA-COLA CO (191216100)
|
41,590 |
$2,118k |
|
|
JOHNSON & JOHNSON (478160104)
|
14,583 |
$2,031k |
|
|
Deere & Co (244199105)
|
12,070 |
$2,000k |
|
|
American Express Co. (025816109)
|
15,272 |
$1,885k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
18,216 |
$1,838k |
|
|
MCDONALDS CORP (580135101)
|
8,660 |
$1,798k |
|
|
MERCK & CO INC (58933Y105)
|
20,928 |
$1,755k |
|
|
Caterpillar Inc (149123101)
|
12,835 |
$1,749k |
|
|
AT&T INC (00206R102)
|
50,178 |
$1,681k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
23,431 |
$1,679k |
|
|
MEDTRONIC PLC (G5960L103)
|
17,144 |
$1,670k |
|
|
INTL BUSINESS MCHN (459200101)
|
11,962 |
$1,650k |
|
|
Apple Inc (037833100)
|
8,306 |
$1,644k |
|
|
DISNEY WALT CO (254687106)
|
11,309 |
$1,579k |
|
|
3M CO (88579Y101)
|
8,888 |
$1,541k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
8,200 |
$1,531k |
|
|
EMERSON ELEC CO (291011104)
|
22,633 |
$1,510k |
|
|
Amazon.com Inc (023135106)
|
785 |
$1,486k |
|
|
UNITED TECHNOLOGIES (913017109)
|
11,360 |
$1,479k |
|
|
UNILEVER PLC (904767704)
|
22,631 |
$1,402k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
23,914 |
$1,230k |
|
|
Schlumberger Ltd (806857108)
|
30,254 |
$1,202k |
|
|
ISHARES (464287630)
|
9,572 |
$1,153k |
|
|
DuPont de Nemours Inc (26614N102)
|
13,190 |
$990k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
7,350 |
$822k |
|
|
KIMBERLY CLARK CORP (494368103)
|
6,030 |
$804k |
|
|
HOME DEPOT INC (437076102)
|
3,500 |
$728k |
|
|
ISHARES TR (46432F396)
|
5,695 |
$675k |
|
|
TRAVELERS CO(THE) (89417E109)
|
4,306 |
$644k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
14,700 |
$613k |
|
|
GILEAD SCIENCES INC (375558103)
|
8,606 |
$581k |
|
|
BECTON DICKINSON (075887109)
|
2,268 |
$572k |
|
|
PAYCHEX INC (704326107)
|
6,890 |
$567k |
|
|
SPDR DOW JONES INDL (78467X109)
|
2,000 |
$532k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,610 |
$482k |
|
|
UBS AG LONDON (90267B682)
|
30,125 |
$475k |
|
|
NORTHERN TR CORP (665859104)
|
5,017 |
$452k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
1,975 |
$447k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
2,165 |
$435k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
17,335 |
$435k |
|
|
Autodesk Inc (052769106)
|
2,608 |
$425k |
|
|
Bristol-Myers Squibb Co (110122108)
|
9,298 |
$422k |
|
|
BAXTER INTL INC (071813109)
|
4,997 |
$409k |
|
|
PayPal Holdings Inc (70450Y103)
|
3,520 |
$403k |
|
|
MASTERCARD INC (57636Q104)
|
1,505 |
$398k |
|
|
NIKE INC (654106103)
|
4,688 |
$394k |
|
|
ORACLE CORP (68389X105)
|
6,896 |
$393k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,433 |
$350k |
|
|
Diamondback Energy Inc (25278X109)
|
3,065 |
$334k |
|
|
PEPSICO INC (713448108)
|
2,500 |
$328k |
|
|
Boeing Co/The (097023105)
|
875 |
$319k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
1,170 |
$315k |
|
|
ISHARES (464288877)
|
6,305 |
$303k |
|
|
VANGUARD INTL EQUITY (922042718)
|
2,730 |
$287k |
|
|
Intercontinental Exchange Inc (45866F104)
|
3,240 |
$278k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
10,000 |
$276k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
5,035 |
$276k |
|
|
AFLAC INC (001055102)
|
4,775 |
$262k |
|
|
ISHARES (464288885)
|
3,245 |
$262k |
|
|
Chevron Corp (166764100)
|
2,000 |
$249k |
|
|
EOG Resources Inc (26875P101)
|
2,471 |
$230k |
|
|
VISA INC COM CL A (92826C839)
|
1,300 |
$226k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
4,190 |
$222k |
|
|
LILLY ELI & CO (532457108)
|
2,000 |
$222k |
|
|
CVS HEALTH CORP (126650100)
|
3,966 |
$216k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
2,700 |
$211k |
|
|
PRUDENTIAL FINL (744320102)
|
2,000 |
$202k |
|
|
WESTERN ASSET INVT GRADE DEF (95790A101)
|
9,615 |
$201k |
|
|
WELLS FARGO CO NEW (949746101)
|
4,000 |
$189k |
|
|
Royal Dutch Shell PLC (780259206)
|
2,741 |
$178k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
3,000 |
$171k |
|
|
AMGEN INC (031162100)
|
750 |
$138k |
|
|
ABBVIE INC (00287Y109)
|
1,800 |
$131k |
|
|
ADP (053015103)
|
700 |
$116k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
500 |
$107k |
|
|
STRYKER CORP (863667101)
|
500 |
$103k |
|
|
PFIZER INC (717081103)
|
2,000 |
$87k |
|
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