Legal Name: HIGHLAND PRIVATE WEALTH MANAGEMENT
報告期間:
Jun 30, 2019
有効日:
Aug 13, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SCHWAB STRATEGIC TR (808524805)
|
1,117,159 |
$35,850k |
|
|
ISHARES (464287465)
|
259,912 |
$17,084k |
|
|
VANGUARD GROUP (921908844)
|
125,695 |
$14,475k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
49,280 |
$14,439k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
270,765 |
$14,283k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
990,961 |
$13,378k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
256,479 |
$13,078k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
39,376 |
$10,598k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
234,460 |
$9,972k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
87,392 |
$9,901k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
99,208 |
$8,582k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
42,834 |
$6,973k |
|
|
ISHARES TR (46435G516)
|
107,910 |
$6,940k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
80,739 |
$6,320k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
50,360 |
$6,137k |
|
|
ISHARES CORE U.S. REIT ETF (464288521)
|
103,420 |
$5,380k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
16,930 |
$2,830k |
|
|
VANGUARD WHITEHALL FDS INC (921946885)
|
31,320 |
$2,519k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
11,665 |
$2,266k |
|
|
ISHARES INC (46434G863)
|
64,540 |
$2,194k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
11,005 |
$1,711k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
26,956 |
$1,506k |
|
|
Apple Inc (037833100)
|
7,556 |
$1,495k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
26,959 |
$1,431k |
|
|
MICROSOFT CORP (594918104)
|
8,444 |
$1,131k |
|
|
Amazon.com Inc (023135106)
|
567 |
$1,074k |
|
|
SMARTSHEET INC-CLASS A (83200N103)
|
19,787 |
$958k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,762 |
$942k |
|
|
ALPHABET INC (02079K305)
|
848 |
$918k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
10,357 |
$834k |
|
|
AXOS FINL INC (05465C100)
|
60,590 |
$783k |
|
|
DOCUSIGN INC COM (256163106)
|
14,964 |
$744k |
|
|
VISA INC COM CL A (92826C839)
|
3,800 |
$659k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,579 |
$624k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,194 |
$596k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,017 |
$595k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
8,075 |
$567k |
|
|
INTEL CORP (458140100)
|
11,738 |
$562k |
|
|
CISCO SYSTEMS INC (17275R102)
|
10,057 |
$550k |
|
|
Facebook Inc (30303M102)
|
2,678 |
$517k |
|
|
PROCTER & GAMBLE CO (742718109)
|
4,715 |
$517k |
|
|
Alphabet Inc (02079K107)
|
471 |
$509k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,878 |
$499k |
|
|
MERCK & CO INC (58933Y105)
|
5,942 |
$498k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
4,636 |
$494k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,021 |
$493k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
6,082 |
$491k |
|
|
DISNEY WALT CO (254687106)
|
3,386 |
$473k |
|
|
SPDR SERIES TRUST (78464A375)
|
13,525 |
$472k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
8,165 |
$466k |
|
|
VANECK VECTORS ETF TR (92189F502)
|
7,165 |
$465k |
|
|
PEPSICO INC (713448108)
|
3,449 |
$452k |
|
|
AT&T INC (00206R102)
|
12,978 |
$435k |
|
|
MASTERCARD INC (57636Q104)
|
1,599 |
$423k |
|
|
HOME DEPOT INC (437076102)
|
1,875 |
$390k |
|
|
Bank of America Corp. (060505104)
|
13,225 |
$384k |
|
|
MCDONALDS CORP (580135101)
|
1,847 |
$384k |
|
|
ORACLE CORP (68389X105)
|
6,633 |
$378k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,744 |
$372k |
|
|
PIMCO ETF TR (72201R775)
|
3,440 |
$370k |
|
|
Netflix Inc (64110L106)
|
973 |
$357k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,323 |
$349k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,873 |
$335k |
|
|
COCA-COLA CO (191216100)
|
6,337 |
$323k |
|
|
Chevron Corp (166764100)
|
2,457 |
$306k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,608 |
$299k |
|
|
COMCAST CORP (20030N101)
|
7,007 |
$296k |
|
|
PFIZER INC (717081103)
|
6,541 |
$283k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,731 |
$283k |
|
|
3M CO (88579Y101)
|
1,595 |
$276k |
|
|
STARBUCKS CORP (855244109)
|
3,279 |
$275k |
|
|
AMGEN INC (031162100)
|
1,485 |
$274k |
|
|
salesforce.com Inc (79466L302)
|
1,804 |
$274k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,467 |
$274k |
|
|
SVB FINANCIAL GROUP (78486Q101)
|
1,166 |
$262k |
|
|
NIKE INC (654106103)
|
3,082 |
$259k |
|
|
UNION PAC CORP (907818108)
|
1,532 |
$259k |
|
|
Linde PLC (G5494J103)
|
1,262 |
$253k |
|
|
Boeing Co/The (097023105)
|
687 |
$250k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,221 |
$247k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,555 |
$245k |
|
|
COSTCO WHSL CORP (22160K105)
|
921 |
$243k |
|
|
LOWES CO (548661107)
|
2,408 |
$243k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
3,731 |
$239k |
|
|
Exxon Mobil Corp (30231G102)
|
3,045 |
$233k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
2,802 |
$233k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,369 |
$231k |
|
|
ABBVIE INC (00287Y109)
|
3,176 |
$231k |
|
|
CITIGROUP INC (172967424)
|
3,256 |
$228k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
5,439 |
$227k |
|
|
American Express Co. (025816109)
|
1,810 |
$223k |
|
|
ADOBE INC (00724F101)
|
755 |
$222k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
2,722 |
$212k |
|
|
US BANCORP DEL (902973304)
|
4,041 |
$212k |
|
|
ABBOTT LABS (002824100)
|
2,505 |
$211k |
|
|
MARRIOTT INTL INC (571903202)
|
1,485 |
$208k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,113 |
$206k |
|
|
ISHARES TR (464287457)
|
2,401 |
$204k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
3,335 |
$203k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,447 |
$200k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
945 |
$193k |
|
|
ISHARES (464287242)
|
1,540 |
$192k |
|
|
Caterpillar Inc (149123101)
|
1,355 |
$185k |
|
|
NEXTERA ENERGY INC (65339F101)
|
893 |
$183k |
|
|
PayPal Holdings Inc (70450Y103)
|
1,603 |
$183k |
|
|
BECTON DICKINSON (075887109)
|
711 |
$179k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
770 |
$174k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
3,334 |
$172k |
|
|
NVIDIA Corp (67066G104)
|
1,048 |
$172k |
|
|
UNITED TECHNOLOGIES (913017109)
|
1,310 |
$171k |
|
|
Intuit Inc (461202103)
|
639 |
$167k |
|
|
GENERAL ELECTRIC CO (369604103)
|
15,351 |
$161k |
|
|
WALMART INC COM (931142103)
|
1,400 |
$155k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
518 |
$152k |
|
|
MONDELEZ INTL INC (609207105)
|
2,805 |
$151k |
|
|
WASTE MGMT INC DEL (94106L109)
|
1,231 |
$142k |
|
|
CELGENE CORP (151020104)
|
1,518 |
$140k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
570 |
$137k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
1,177 |
$133k |
|
|
Schlumberger Ltd (806857108)
|
2,982 |
$119k |
|
|
HONEYWELL INTL INC (438516106)
|
478 |
$83k |
|
|
PACCAR INC (693718108)
|
877 |
$63k |
|
|
IsoRay, Inc. (46489v104)
|
130,000 |
$53k |
|
|
THERAPEUTICSMD INC (88338N107)
|
10,685 |
$28k |
|
|
Banco Santander Sa (05964H105)
|
5,914 |
$27k |
|
|
Tesla Inc (88160R101)
|
18 |
$4k |
|
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