Legal Name: HCR WEALTH ADVISORS
報告期間:
Jun 30, 2019
有効日:
Jul 25, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
Apple Inc (037833100)
|
238,851 |
$47,274k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
370,805 |
$32,401k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
195,511 |
$31,945k |
|
PIMCO ETF TR (72201R833)
|
175,761 |
$17,884k |
|
ProShares Trust Short S&P500 (74347B425)
|
333,670 |
$8,879k |
|
MICROSOFT CORP (594918104)
|
59,274 |
$7,940k |
|
VISA INC COM CL A (92826C839)
|
39,371 |
$6,833k |
|
PROCTER & GAMBLE CO (742718109)
|
50,480 |
$5,535k |
|
JPMORGAN CHASE & CO (46625H100)
|
47,792 |
$5,343k |
|
STARBUCKS CORP (855244109)
|
57,556 |
$4,824k |
|
Facebook Inc (30303M102)
|
23,796 |
$4,593k |
|
DISNEY WALT CO (254687106)
|
29,224 |
$4,080k |
|
Chevron Corp (166764100)
|
31,921 |
$3,973k |
|
Amazon.com Inc (023135106)
|
2,090 |
$3,958k |
|
ISHARES TR (464288687)
|
104,431 |
$3,848k |
|
AMERICAN WTR WKS CO (030420103)
|
31,790 |
$3,688k |
|
JPMORGAN CHASE & CO (46625H365)
|
140,981 |
$3,540k |
|
Berkshire Hathaway, Inc. (084670702)
|
15,785 |
$3,365k |
|
Exxon Mobil Corp (30231G102)
|
43,424 |
$3,328k |
|
NEXTERA ENERGY INC (65339F101)
|
16,068 |
$3,292k |
|
COSTCO WHSL CORP (22160K105)
|
11,654 |
$3,080k |
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
44,372 |
$2,646k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
23,065 |
$2,538k |
|
JOHNSON & JOHNSON (478160104)
|
17,634 |
$2,456k |
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
18,421 |
$2,447k |
|
PROSHARES TR (74347B714)
|
82,927 |
$2,339k |
|
Bank of America Corp. (060505104)
|
80,606 |
$2,338k |
|
Boeing Co/The (097023105)
|
6,131 |
$2,232k |
|
Thermo Fisher Scientific Inc (883556102)
|
7,594 |
$2,230k |
|
INTEL CORP (458140100)
|
45,144 |
$2,161k |
|
SERVICE CORP INTL (817565104)
|
44,301 |
$2,072k |
|
MERCK & CO INC (58933Y105)
|
24,288 |
$2,037k |
|
REALTY INCOME CORP (756109104)
|
28,132 |
$1,940k |
|
HONEYWELL INTL INC (438516106)
|
11,027 |
$1,925k |
|
Alphabet Inc (02079K107)
|
1,775 |
$1,919k |
|
UNITEDHEALTH GRP INC (91324P102)
|
7,696 |
$1,878k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
6,309 |
$1,848k |
|
CME GROUP INC (12572Q105)
|
9,308 |
$1,807k |
|
ConocoPhillips (20825C104)
|
29,483 |
$1,798k |
|
CLOROX CO (189054109)
|
11,672 |
$1,787k |
|
HOME DEPOT INC (437076102)
|
7,753 |
$1,612k |
|
AMERICAN STS WTR CO (029899101)
|
21,344 |
$1,606k |
|
Netflix Inc (64110L106)
|
4,100 |
$1,506k |
|
ISHARES U (464287739)
|
17,008 |
$1,485k |
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
75,887 |
$1,471k |
|
AT&T INC (00206R102)
|
42,396 |
$1,421k |
|
ECOLAB INC (278865100)
|
7,195 |
$1,421k |
|
SPDR SERIES TRUST (78464A789)
|
41,553 |
$1,412k |
|
CORESITE REALTY CORP (21870Q105)
|
12,222 |
$1,408k |
|
MCDONALDS CORP (580135101)
|
6,451 |
$1,340k |
|
ALLSTATE CORP (020002101)
|
12,702 |
$1,292k |
|
Intercontinental Exchange Inc (45866F104)
|
14,559 |
$1,251k |
|
WALMART INC COM (931142103)
|
11,225 |
$1,240k |
|
SPDR GOLD TR GOLD (78463V107)
|
9,299 |
$1,239k |
|
PALO ALTO NETWORKS (697435105)
|
6,060 |
$1,235k |
|
NIKE INC (654106103)
|
13,980 |
$1,174k |
|
CONSTELLATION BRANDS (21036P108)
|
5,755 |
$1,133k |
|
Bristol-Myers Squibb Co (110122108)
|
24,771 |
$1,123k |
|
AMGEN INC (031162100)
|
6,000 |
$1,105k |
|
3M CO (88579Y101)
|
6,370 |
$1,104k |
|
ISHARES (464287168)
|
11,028 |
$1,098k |
|
ALTRIA GROUP INC (02209S103)
|
22,238 |
$1,053k |
|
KORNIT DIGITAL LTD ORD ILS0.01 (M6372Q113)
|
33,115 |
$1,048k |
|
BP PLC (055622104)
|
24,536 |
$1,023k |
|
VERIZON COMMUNICATIONS (92343V104)
|
17,778 |
$1,016k |
|
ISHARES TR (464288356)
|
16,230 |
$984k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
5,748 |
$974k |
|
SPDR DOW JONES INDL (78467X109)
|
3,624 |
$964k |
|
ETF MANAGERS TR (26924G813)
|
36,377 |
$958k |
|
MORGAN STANLEY (617446448)
|
21,809 |
$955k |
|
PFIZER INC (717081103)
|
21,483 |
$931k |
|
QUALCOMM INC (747525103)
|
12,232 |
$930k |
|
CITIGROUP INC (172967424)
|
13,160 |
$922k |
|
ZOETIS INC (98978V103)
|
8,059 |
$915k |
|
CHURCH & DWIGHT INC (171340102)
|
12,340 |
$902k |
|
ISHARES TR U.S. TECH ETF (464287721)
|
4,383 |
$867k |
|
FIRST TR EXCHANGE TRADED FD (33738R605)
|
28,045 |
$853k |
|
US BANCORP DEL (902973304)
|
15,523 |
$813k |
|
WELLS FARGO CO NEW (949746101)
|
16,616 |
$786k |
|
INTL BUSINESS MCHN (459200101)
|
5,492 |
$757k |
|
JOHNSON CONTROLS INT (G51502105)
|
18,066 |
$746k |
|
BLACKROCK MUNIYIELD CALIF FD (09254M105)
|
52,367 |
$735k |
|
ALPHABET INC (02079K305)
|
644 |
$697k |
|
Caterpillar Inc (149123101)
|
4,839 |
$660k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
6,645 |
$628k |
|
UNITED RENTALS INC (911363109)
|
4,664 |
$619k |
|
PIMCO ETF TR (72201R775)
|
5,675 |
$610k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
4,697 |
$598k |
|
ULTA BEAUTY INC (90384S303)
|
1,657 |
$575k |
|
PEPSICO INC (713448108)
|
4,313 |
$566k |
|
ADVISORSHARES TR (00768Y883)
|
87,542 |
$559k |
|
ISHARES (464287242)
|
4,496 |
$559k |
|
DOUBLELINE INCOME (258622109)
|
27,707 |
$553k |
|
MGM RESORTS INTERNATIONAL (552953101)
|
19,000 |
$543k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
7,952 |
$530k |
|
BAXTER INTL INC (071813109)
|
6,262 |
$513k |
|
SNAP INC (83304A106)
|
33,210 |
$475k |
|
SEMPRA ENERGY (816851109)
|
3,415 |
$469k |
|
Charles Schwab Corp/The (808513105)
|
11,656 |
$468k |
|
Ball Corp. (058498106)
|
6,585 |
$461k |
|
NVIDIA Corp (67066G104)
|
2,727 |
$448k |
|
ISHARES TR US HLTHCARE ETF (464287762)
|
2,294 |
$448k |
|
VANECK VECTORS ETF TR (92189F437)
|
15,000 |
$440k |
|
UNITED TECHNOLOGIES (913017109)
|
3,373 |
$439k |
|
WISDOMTREE TR (97717W430)
|
18,500 |
$431k |
|
AMEREN CORPORATION (023608102)
|
5,717 |
$429k |
|
COGNIZANT TECH SOLNS (192446102)
|
6,755 |
$428k |
|
PHILIP MORRIS INTL (718172109)
|
5,386 |
$423k |
|
MASTERCARD INC (57636Q104)
|
1,584 |
$419k |
|
EPAM SYS INC COM USD0.001 (29414B104)
|
2,368 |
$410k |
|
WISDOMTREE TR (97717W406)
|
4,650 |
$399k |
|
NUVEEN CALIF MUN VALUE FD (67062C107)
|
39,247 |
$396k |
|
salesforce.com Inc (79466L302)
|
2,557 |
$388k |
|
COCA-COLA CO (191216100)
|
7,241 |
$369k |
|
PIMCO CA MUNICIPAL INCOME FD (72200N106)
|
19,050 |
$356k |
|
AUTOLIV INC (052800109)
|
10,467 |
$356k |
|
UNIVERSAL DISPLAY CP (91347P105)
|
1,800 |
$339k |
|
American Express Co. (025816109)
|
2,737 |
$338k |
|
KENNEDY-WILSON HLDS (489398107)
|
16,449 |
$338k |
|
PayPal Holdings Inc (70450Y103)
|
2,848 |
$326k |
|
EOG Resources Inc (26875P101)
|
3,493 |
$325k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
3,440 |
$319k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
11,248 |
$310k |
|
Tesla Inc (88160R101)
|
1,362 |
$304k |
|
GENERAL ELECTRIC CO (369604103)
|
29,004 |
$304k |
|
SPDR SERIES TRUST (78464A284)
|
5,110 |
$299k |
|
TAKE-TWO INTERACTIVE (874054109)
|
2,492 |
$283k |
|
INTUITIVE SURGIC INC (46120E602)
|
532 |
$279k |
|
MCCORMICK & CO INC (579780206)
|
1,781 |
$276k |
|
VOYA PRIME RATE TR (92913A100)
|
57,748 |
$275k |
|
BRITISH AMER TOB PLC (110448107)
|
7,773 |
$271k |
|
ANTHEM INC (036752103)
|
948 |
$268k |
|
CONSOLDTD EDISON INC (209115104)
|
3,061 |
$268k |
|
NORTHROP GRUMMAN CO (666807102)
|
784 |
$253k |
|
DISCOVER FINL SVCS (254709108)
|
3,214 |
$249k |
|
ISHARES TR US AER DEF ETF (464288760)
|
1,388 |
$249k |
|
SELECT SECTOR SPDR (81369Y506)
|
3,841 |
$245k |
|
Schlumberger Ltd (806857108)
|
6,126 |
$243k |
|
ISHARES TR (464287176)
|
2,102 |
$243k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,552 |
$241k |
|
ROYAL DUTCH SHELL (780259107)
|
3,350 |
$220k |
|
ETF MANAGERS TRUST (26924G508)
|
6,893 |
$218k |
|
IDEXX LABS INC (45168D104)
|
790 |
$218k |
|
DOMINION ENERGY INC (25746U109)
|
2,762 |
$214k |
|
BlackRock, Inc. (09247X101)
|
453 |
$213k |
|
AFLAC INC (001055102)
|
3,877 |
$212k |
|
ISHARES TR (464287788)
|
1,650 |
$207k |
|
CISCO SYSTEMS INC (17275R102)
|
3,668 |
$201k |
|
VECTOR GROUP LTD (92240M108)
|
20,342 |
$198k |
|
KEYCORP (493267108)
|
10,239 |
$182k |
|
SIRIUS XM HLDG (82968B103)
|
14,200 |
$79k |
|
NOKIA CORP (654902204)
|
15,405 |
$77k |
|
ORACLE CORP (68389X105)
|
84,851 |
$7k |
|
SPDR SERIES TRUST (78464A292)
|
2,093,000 |
$4k |
|
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