Legal Name: FOUNDATIONS INVESTMENT ADVISORS LLC
報告期間:
Jun 30, 2019
有効日:
Jul 8, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
532,103 |
$58,686k |
|
|
ISHARES (464287242)
|
465,691 |
$58,179k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
276,508 |
$52,935k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
316,753 |
$52,910k |
|
|
VANGUARD WORLD FD (921910816)
|
395,521 |
$52,395k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V621)
|
2,759,135 |
$51,154k |
|
|
VANGUARD GROUP (921908844)
|
370,888 |
$43,531k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
357,550 |
$31,228k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
293,263 |
$23,490k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
296,647 |
$23,085k |
|
|
ISHARES TR (464288679)
|
198,319 |
$21,914k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
70,070 |
$20,937k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
211,767 |
$19,991k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
311,882 |
$17,353k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
120,108 |
$16,120k |
|
|
TWO RDS SHARED TR ANFIELD (90213U115)
|
866,632 |
$8,970k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
78,153 |
$8,719k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
76,856 |
$8,690k |
|
|
ISHARES (464287184)
|
106,793 |
$4,606k |
|
|
PIMCO ETF TR (72201R833)
|
39,539 |
$4,015k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
31,819 |
$3,868k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
23,552 |
$3,422k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
96,615 |
$2,467k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
20,566 |
$2,343k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
36,179 |
$2,158k |
|
|
GOLUB CAP BDC INC (38173M102)
|
109,205 |
$1,935k |
|
|
MASTERCARD INC (57636Q104)
|
6,811 |
$1,860k |
|
|
Exxon Mobil Corp (30231G102)
|
24,218 |
$1,851k |
|
|
ARES CAP CORP (04010L103)
|
100,401 |
$1,815k |
|
|
GAMING AND LEISURE PROPERTIE (36467J108)
|
44,395 |
$1,770k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
22,488 |
$1,764k |
|
|
MERCURY GENERAL CORP (589400100)
|
27,070 |
$1,731k |
|
|
TWO RDS SHARED TR (90214Q766)
|
174,149 |
$1,724k |
|
|
TEMPLETON GLOBAL INCOME FD (880198106)
|
262,060 |
$1,669k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
85,620 |
$1,629k |
|
|
ISHARES TR (464289875)
|
41,625 |
$1,626k |
|
|
WISDOMTREE TR (97717W851)
|
31,170 |
$1,550k |
|
|
TOTAL SA (89151E109)
|
25,694 |
$1,426k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
23,927 |
$1,391k |
|
|
GENERAL MILLS INC (370334104)
|
25,107 |
$1,364k |
|
|
TC ENERGY (87807B107)
|
25,755 |
$1,295k |
|
|
AT&T INC (00206R102)
|
37,678 |
$1,280k |
|
|
ALPHABET INC (02079K305)
|
1,119 |
$1,257k |
|
|
SEAGATE TECHNOLOGY (G7945M107)
|
26,218 |
$1,246k |
|
|
FIRSTENERGY CORP (337932107)
|
26,948 |
$1,181k |
|
|
Facebook Inc (30303M102)
|
5,654 |
$1,115k |
|
|
Booking Holdings, Inc. (09857L108)
|
567 |
$1,088k |
|
|
MICROSOFT CORP (594918104)
|
7,830 |
$1,076k |
|
|
KRAFT HEINZ CO (500754106)
|
34,274 |
$1,071k |
|
|
IQVIA HOLDINGS INC (46266C105)
|
6,630 |
$1,070k |
|
|
ENBRIDGE INC (29250N105)
|
29,302 |
$1,062k |
|
|
VISA INC COM CL A (92826C839)
|
5,735 |
$1,014k |
|
|
International Paper Co (460146103)
|
22,401 |
$988k |
|
|
LOWES CO (548661107)
|
9,381 |
$968k |
|
|
General Motors Co (37045V100)
|
25,228 |
$963k |
|
|
Occidental Petroleum Corp (674599105)
|
19,315 |
$950k |
|
|
DJ WL INTL RE EST (78463X863)
|
22,869 |
$905k |
|
|
Apple Inc (037833100)
|
4,328 |
$885k |
|
|
VODAFONE GROUP PLC NEW (92857W308)
|
51,958 |
$857k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
2,214 |
$855k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
13,888 |
$843k |
|
|
Fidelity(R) MSCI Utilities ETF (316092865)
|
21,050 |
$841k |
|
|
ABC (03073E105)
|
9,471 |
$830k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X119)
|
17,748 |
$830k |
|
|
WISDOMTREE TR (97717X305)
|
40,473 |
$829k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q507)
|
26,115 |
$827k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J403)
|
33,592 |
$805k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,585 |
$771k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
4,664 |
$729k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
6,384 |
$722k |
|
|
Alphabet Inc (02079K107)
|
629 |
$705k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
16,577 |
$700k |
|
|
SPDR SERIES TRUST (78468R788)
|
16,350 |
$629k |
|
|
NORTHERN LTS FD TR IV (66538H666)
|
25,307 |
$625k |
|
|
ABBOTT LABS (002824100)
|
7,130 |
$611k |
|
|
Amazon.com Inc (023135106)
|
307 |
$595k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
6,646 |
$553k |
|
|
Chevron Corp (166764100)
|
4,463 |
$551k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,213 |
$543k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
3,987 |
$533k |
|
|
ANTHEM INC (036752103)
|
1,862 |
$527k |
|
|
ISHARES (464287168)
|
5,221 |
$525k |
|
|
ISHARES U (464287739)
|
5,814 |
$524k |
|
|
CENTURYLINK INC (156700106)
|
43,370 |
$510k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
5,545 |
$501k |
|
|
ISHARES (464287390)
|
14,371 |
$487k |
|
|
INVESCO DB US DLR INDEX TR (46141D203)
|
18,512 |
$484k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
10,993 |
$474k |
|
|
ISHARES TR (464289867)
|
9,904 |
$457k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,754 |
$428k |
|
|
CARMAX INC (143130102)
|
4,254 |
$378k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
3,150 |
$355k |
|
|
ALTRIA GROUP INC (02209S103)
|
7,059 |
$347k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
5,629 |
$324k |
|
|
WELLS FARGO CO NEW (949746101)
|
6,729 |
$321k |
|
|
COLONY CR REAL ESTATE INC (19625T101)
|
19,985 |
$313k |
|
|
GENERAL DYNAMICS (369550108)
|
1,664 |
$304k |
|
|
Boeing Co/The (097023105)
|
811 |
$287k |
|
|
BlackRock, Inc. (09247X101)
|
584 |
$278k |
|
|
ISHARES (464287234)
|
6,330 |
$274k |
|
|
ISHARES TR (464289859)
|
4,909 |
$272k |
|
|
UNILEVER PLC (904767704)
|
4,216 |
$269k |
|
|
ISHARES TR (464289883)
|
7,397 |
$262k |
|
|
ANALOG DEVICES INC (032654105)
|
2,282 |
$258k |
|
|
Caterpillar Inc (149123101)
|
1,883 |
$255k |
|
|
ISHARES TR CORE DIV GRWTH (46434V621)
|
6,501 |
$252k |
|
|
NOVARTIS AG (66987V109)
|
2,681 |
$248k |
|
|
ALLSTATE CORP (020002101)
|
2,294 |
$240k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,059 |
$239k |
|
|
Bank of America Corp. (060505104)
|
8,098 |
$235k |
|
|
ORACLE CORP (68389X105)
|
3,938 |
$232k |
|
|
DOMINION ENERGY INC (25746U109)
|
2,857 |
$223k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,457 |
$222k |
|
|
American Express Co. (025816109)
|
1,737 |
$219k |
|
|
PEPSICO INC (713448108)
|
1,530 |
$205k |
|
|
PROCTER & GAMBLE CO (742718109)
|
1,793 |
$205k |
|
|
EBAY INC (278642103)
|
5,102 |
$204k |
|
|
GENERAL ELECTRIC CO (369604103)
|
11,484 |
$122k |
|
|
ANTARES PHARMA INC (036642106)
|
12,870 |
$44k |
|
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