Legal Name: HARVEST CAPITAL MANAGEMENT INC
報告期間:
Jun 30, 2019
有効日:
Aug 7, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
430,036 |
$64,544k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
373,458 |
$40,258k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
117,655 |
$31,667k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
621,565 |
$25,925k |
|
|
ISHARES TR (464288240)
|
524,010 |
$24,502k |
|
|
INVESCO ACTIVELY MANAGD ETF (46090F100)
|
828,624 |
$13,564k |
|
|
INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETF (46137V225)
|
205,894 |
$13,291k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
217,369 |
$12,746k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
85,505 |
$11,389k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
452,475 |
$11,379k |
|
|
JOHN HANCOCK ETF TRUST (47804J206)
|
301,104 |
$10,990k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
48,480 |
$5,398k |
|
|
WISDOMTREE TR (97717W208)
|
69,545 |
$5,060k |
|
|
ISHARES TR EXPANDED TECH (464287515)
|
18,514 |
$4,044k |
|
|
TOMPKINS FINANCIAL CORPORATI (890110109)
|
47,887 |
$3,907k |
|
|
JOHNSON & JOHNSON (478160104)
|
26,675 |
$3,715k |
|
|
ISHARES (464287465)
|
53,039 |
$3,486k |
|
|
PIMCO ETF TR (72201R833)
|
33,355 |
$3,393k |
|
|
BARCLAYS BK PLC (06738C778)
|
147,720 |
$3,285k |
|
|
Exxon Mobil Corp (30231G102)
|
41,384 |
$3,171k |
|
|
Mfc Flexshares TR TR IBoxx 3 Yr Target Duration TIPS Index Fd (33939L506)
|
127,035 |
$3,136k |
|
|
GOLDMAN SACHS BDC INC (38147U107)
|
149,856 |
$2,947k |
|
|
BECTON DICKINSON (075887109)
|
9,600 |
$2,419k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
43,846 |
$2,312k |
|
|
Barings Corporate Investors (M (06759X107)
|
136,120 |
$2,130k |
|
|
ORACLE CORP (68389X105)
|
27,626 |
$1,573k |
|
|
PEPSICO INC (713448108)
|
11,985 |
$1,571k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
7,116 |
$1,328k |
|
|
MERCK & CO INC (58933Y105)
|
15,226 |
$1,276k |
|
|
PFIZER INC (717081103)
|
28,681 |
$1,242k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
13,264 |
$1,068k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
78,370 |
$1,057k |
|
|
Apple Inc (037833100)
|
5,059 |
$1,001k |
|
|
NEXTERA ENERGY INC (65339F101)
|
4,427 |
$906k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
10,484 |
$874k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,819 |
$830k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,761 |
$809k |
|
|
DISNEY WALT CO (254687106)
|
5,548 |
$774k |
|
|
Amazon.com Inc (023135106)
|
376 |
$712k |
|
|
Deere & Co (244199105)
|
4,140 |
$686k |
|
|
CSX CORP (126408103)
|
8,850 |
$684k |
|
|
MOODYS CORP (615369105)
|
3,460 |
$675k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
3,245 |
$663k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
15,420 |
$655k |
|
|
VISA INC COM CL A (92826C839)
|
3,651 |
$633k |
|
|
ISHARES FTSE EPRA/NAREIT DEVELOPED EUROPE INDEX FUND (464288471)
|
16,537 |
$598k |
|
|
AT&T INC (00206R102)
|
17,402 |
$583k |
|
|
ABBOTT LABS (002824100)
|
6,744 |
$567k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
9,820 |
$561k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,100 |
$554k |
|
|
HONEYWELL INTL INC (438516106)
|
3,178 |
$554k |
|
|
Intuit Inc (461202103)
|
2,010 |
$525k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
6,641 |
$519k |
|
|
UNILEVER N.V (904784709)
|
8,122 |
$493k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
3,791 |
$482k |
|
|
3M CO (88579Y101)
|
2,567 |
$444k |
|
|
MICROSOFT CORP (594918104)
|
3,206 |
$429k |
|
|
NORFOLK SOUTHERN (655844108)
|
2,150 |
$428k |
|
|
KIMBERLY CLARK CORP (494368103)
|
3,216 |
$428k |
|
|
INTL BUSINESS MCHN (459200101)
|
3,002 |
$413k |
|
|
NIKE INC (654106103)
|
4,742 |
$398k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
5,525 |
$395k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,553 |
$389k |
|
|
HOME DEPOT INC (437076102)
|
1,865 |
$387k |
|
|
DANAHER CORP (235851102)
|
2,690 |
$384k |
|
|
Facebook Inc (30303M102)
|
1,975 |
$381k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,060 |
$380k |
|
|
BP PLC (055622104)
|
9,122 |
$380k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
7,375 |
$369k |
|
|
GENERAL MILLS INC (370334104)
|
6,775 |
$355k |
|
|
Lockheed Martin Corp (539830109)
|
960 |
$349k |
|
|
CIGNA CORP (125523100)
|
2,193 |
$345k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,185 |
$343k |
|
|
TARGET CORPORATION (87612E106)
|
3,760 |
$325k |
|
|
AABA (021346101)
|
4,500 |
$312k |
|
|
Chevron Corp (166764100)
|
2,512 |
$312k |
|
|
KANSAS CITY SOUTHERN (485170302)
|
2,500 |
$304k |
|
|
MCDONALDS CORP (580135101)
|
1,448 |
$300k |
|
|
HCA HEALTHCARE (40412C101)
|
2,150 |
$290k |
|
|
CHUBB LIMITED (H1467J104)
|
1,900 |
$279k |
|
|
STRYKER CORP (863667101)
|
1,355 |
$278k |
|
|
UGI CORP (902681105)
|
4,920 |
$262k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
4,140 |
$262k |
|
|
Linde PLC (G5494J103)
|
1,287 |
$258k |
|
|
CADENCE DESIGN SYS (127387108)
|
3,610 |
$255k |
|
|
EATON VANCE TAX MNGD GBL DV (27829F108)
|
30,740 |
$254k |
|
|
FABRINET (G3323L100)
|
5,000 |
$248k |
|
|
ABBVIE INC (00287Y109)
|
3,296 |
$239k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
11,140 |
$234k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
11,020 |
$233k |
|
|
FEDEX CORP (31428X106)
|
1,420 |
$233k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,085 |
$231k |
|
|
QUALCOMM INC (747525103)
|
2,985 |
$227k |
|
|
COCA-COLA CO (191216100)
|
4,341 |
$221k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,220 |
$216k |
|
|
AMGEN INC (031162100)
|
1,168 |
$215k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
3,900 |
$213k |
|
|
American International Group (026874784)
|
4,004 |
$213k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
9,915 |
$210k |
|
|
S&P GLOBAL INC (78409V104)
|
900 |
$205k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
2,270 |
$205k |
|
|
GENERAL ELECTRIC CO (369604103)
|
14,495 |
$152k |
|
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