報告されたホールディングス
Epstein and White Financial LLC

Legal Name: EPSTEIN AND WHITE FINANCIAL LLC

報告期間: Jun 30, 2019
有効日: Jul 19, 2019

セキュリティ	保有株式/元本	市場価格
ISHARES TR CORE S&P500 ETF (464287200)	194,872	$56,952k
FIDELITY (316188309)	520,573	$26,372k
FIDELITY (316092790)	625,621	$21,544k
ISHARES TR S&P 500 VAL ETF (464287408)	97,913	$11,307k
ISHARES TR S&P 500 GRWT ETF (464287309)	60,035	$10,689k
ISHARES TR (46429B697)	149,717	$9,157k
FIDELITY (316092840)	207,693	$5,859k
ISHARES TR (46434V456)	143,554	$4,292k
iShares CMBS ETF (46429b366)	55,756	$2,952k
ISHARES TR CORE S&P TTL STK (464287150)	31,062	$2,043k
Apple Inc (037833100)	6,919	$1,366k
VERIZON COMMUNICATIONS (92343V104)	20,819	$1,150k
Exxon Mobil Corp (30231G102)	13,896	$1,029k
ISHARES TR RUS 1000 GRW ETF (464287614)	6,546	$1,028k
Chevron Corp (166764100)	8,496	$1,010k
ISHARES (464287168)	9,725	$964k
PROCTER & GAMBLE CO (742718109)	8,695	$926k
COCA-COLA CO (191216100)	18,559	$912k
ISHARES TR RUS 1000 ETF (464287622)	5,478	$891k
PEPSICO INC (713448108)	6,990	$875k
SPDR S&P 500 ETF TR TR UNIT (78462F103)	2,929	$855k
JOHNSON & JOHNSON (478160104)	6,110	$851k
DUKE ENERGY CORP (26441C204)	9,779	$830k
AT&T INC (00206R102)	25,671	$821k
ISHARES TR IBOXX HI YD ETF (464288513)	9,275	$804k
3M CO (88579Y101)	4,574	$772k
CISCO SYSTEMS INC (17275R102)	14,700	$767k
QUALCOMM INC (747525103)	9,890	$742k
PFIZER INC (717081103)	16,843	$696k
ISHARES TR (46434V613)	13,477	$692k
MERCK & CO INC (58933Y105)	8,371	$672k
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100)	13,336	$643k
INVESCO EXCHANGETRAD (46137V357)	5,655	$613k
MCDONALDS CORP (580135101)	3,093	$613k
Lockheed Martin Corp (539830109)	1,649	$599k
ISHARES TR CORE US AGGBD ET (464287226)	5,267	$587k
DOMINION ENERGY INC (25746U109)	7,624	$580k
JPMORGAN CHASE & CO (46625H100)	5,218	$575k
ISHARES (464287242)	4,227	$522k
INVESCO QQQ TR UNIT SER 1 (46090E103)	2,811	$519k
KIMBERLY CLARK CORP (494368103)	3,883	$480k
Amazon.com Inc (023135106)	245	$466k
SPDR DOW JONES INDL (78467X109)	1,754	$466k
ALTRIA GROUP INC (02209S103)	10,307	$458k
ISHARES (464288448)	15,081	$457k
UNITED PARCEL SERVIC (911312106)	4,258	$440k
iShares Core MSCI Total Intern (46432F834)	7,466	$428k
TEXAS INSTRUMENTS (882508104)	3,603	$412k
CROWN CASTLE INTL (22822V101)	3,379	$410k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)	1,152	$410k
WESTERN ALLIANCE BANCORP (957638109)	9,112	$407k
VANGUARD INDEX FDS GROWTH ETF (922908736)	2,478	$404k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)	9,424	$391k
ISHARES TR CORE S&P SCP ETF (464287804)	4,921	$384k
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)	7,111	$378k
ISHARES TR (464288240)	7,994	$375k
HOME DEPOT INC (437076102)	1,807	$374k
ISHARES TR (46432F339)	3,873	$354k
MICROSOFT CORP (594918104)	2,453	$329k
BROADCOM INC (11135F101)	1,168	$328k
Facebook Inc (30303M102)	1,628	$314k
PHILIP MORRIS INTL (718172109)	3,962	$309k
Schlumberger Ltd (806857108)	7,284	$286k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)	924	$258k
ABBVIE INC (00287Y109)	3,445	$256k
ISHARES TR (464288356)	4,242	$256k
FIRST TR LRGE CP CORE ALPHA (33734K109)	4,145	$253k
ISHARES INC CORE MSCI EMKT (46434G103)	4,910	$250k
Invesco S&P 500 High Q(sphq) (46137V241)	7,439	$246k
COSTCO WHSL CORP (22160K105)	913	$242k
Berkshire Hathaway, Inc. (084670702)	1,160	$241k
WELLS FARGO CO NEW (949746101)	5,089	$240k
S&P WRLD EX US (78463X889)	7,821	$231k
ABBOTT LABS (002824100)	2,662	$220k
iShares MSCI USA ESG Select ET (464288802)	1,801	$218k
FIRST TR EXCHANGE TRADED FD (33738D309)	4,591	$217k
SSGA ACTIVE ETF TR (78467V848)	4,279	$208k
INVESCO EXCHNG TRADED FD TR (46138E206)	7,741	$207k
BP PLC (055622104)	4,870	$205k
SANDSTORM GOLD (80013R206)	10,000	$55k

報告されたホールディングス Epstein and White Financial LLC

最近検索された企業

報告されたホールディングス
Epstein and White Financial LLC