Legal Name: HUBER FINANCIAL ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 5, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
WISDOMTREE TR (97717X669)
|
867,631 |
$37,872k |
|
|
ISHARES TR (46432F396)
|
319,055 |
$37,840k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
602,411 |
$34,518k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
677,404 |
$17,037k |
|
|
WISDOMTREE TR (97717W562)
|
280,334 |
$10,058k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
214,632 |
$8,952k |
|
|
LITTELFUSE INC (537008104)
|
20,596 |
$3,644k |
|
|
Apple Inc (037833100)
|
16,130 |
$3,192k |
|
|
WISDOMTREE TR (97717X511)
|
56,942 |
$2,918k |
|
|
NUVEEN QUALITY MUNCP INCOME (67066V101)
|
178,896 |
$2,505k |
|
|
MICROSOFT CORP (594918104)
|
18,623 |
$2,495k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
16,397 |
$2,461k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
46,540 |
$2,322k |
|
|
NUVEEN AMT FREE QLTY MUN INC (670657105)
|
165,216 |
$2,282k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
42,644 |
$2,260k |
|
|
WisdomTree Dynamic Ccy Hdgd In (97717X263)
|
58,459 |
$1,696k |
|
|
Aon, PLC (G0408V102)
|
8,713 |
$1,682k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
17,931 |
$1,567k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
22,029 |
$1,554k |
|
|
NUVEEN MUNICIPAL CREDIT INC (67070X101)
|
98,438 |
$1,550k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
43,566 |
$1,398k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
36,242 |
$1,366k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
31,744 |
$1,350k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
26,687 |
$1,310k |
|
|
Deere & Co (244199105)
|
7,089 |
$1,175k |
|
|
VANGUARD GROUP (921908844)
|
10,135 |
$1,167k |
|
|
ABBOTT LABS (002824100)
|
13,759 |
$1,157k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
21,685 |
$1,087k |
|
|
ELEMENT SOLUTIONS (28618M106)
|
99,572 |
$1,030k |
|
|
ALLSTATE CORP (020002101)
|
10,046 |
$1,022k |
|
|
AMGEN INC (031162100)
|
5,180 |
$955k |
|
|
STEPAN CO (858586100)
|
10,278 |
$945k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
5,019 |
$935k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
7,009 |
$915k |
|
|
SCHWAB STRATEGIC TRUST (808524730)
|
30,941 |
$889k |
|
|
AT&T INC (00206R102)
|
25,565 |
$857k |
|
|
ISHARES TR (46434V274)
|
32,191 |
$845k |
|
|
ISHARES TR (46432F388)
|
10,375 |
$842k |
|
|
BOX INC (10316T104)
|
47,470 |
$836k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
13,593 |
$835k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
20,833 |
$815k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
14,034 |
$767k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,579 |
$763k |
|
|
PFIZER INC (717081103)
|
16,303 |
$706k |
|
|
Pimco Muni Income C (72200r107)
|
48,151 |
$696k |
|
|
Facebook Inc (30303M102)
|
3,288 |
$635k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,544 |
$621k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
23,469 |
$616k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
4,079 |
$615k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
10,506 |
$592k |
|
|
EXELON CORP (30161N101)
|
11,867 |
$569k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
10,536 |
$559k |
|
|
INTEL CORP (458140100)
|
11,494 |
$550k |
|
|
ISHARES TR (46434V282)
|
17,182 |
$546k |
|
|
PEPSICO INC (713448108)
|
4,041 |
$530k |
|
|
ADP (053015103)
|
3,200 |
$529k |
|
|
Papa Johns Intl Inc (698813102)
|
11,586 |
$518k |
|
|
Exxon Mobil Corp (30231G102)
|
6,695 |
$513k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
3,076 |
$503k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
18,016 |
$502k |
|
|
American Financial Group, Inc. (025932104)
|
4,797 |
$492k |
|
|
DISNEY WALT CO (254687106)
|
3,520 |
$492k |
|
|
ALARM.COM HOLDINGS INC (011642105)
|
9,048 |
$484k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
5,455 |
$477k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
7,794 |
$460k |
|
|
PIMCO ETF TR (72201R775)
|
4,182 |
$450k |
|
|
CISCO SYSTEMS INC (17275R102)
|
7,973 |
$436k |
|
|
FIRST INDUSTRIAL RLT (32054K103)
|
10,915 |
$401k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,893 |
$399k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,528 |
$393k |
|
|
Bristol-Myers Squibb Co (110122108)
|
8,644 |
$392k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,327 |
$391k |
|
|
ISHARES RUS (464287689)
|
2,207 |
$380k |
|
|
MOTOROLA SOLUTIONS (620076307)
|
2,265 |
$378k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
37,714 |
$371k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,344 |
$369k |
|
|
HOME DEPOT INC (437076102)
|
1,749 |
$364k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
3,154 |
$353k |
|
|
OLD NATL BANCORP IND (680033107)
|
21,303 |
$353k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,199 |
$351k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,456 |
$342k |
|
|
WISDOMTREE TRUST (97717X628)
|
13,553 |
$340k |
|
|
ISHARES TR (46435G672)
|
6,051 |
$330k |
|
|
American Express Co. (025816109)
|
2,665 |
$329k |
|
|
ISHARES TR (46434V613)
|
5,769 |
$298k |
|
|
ORACLE CORP (68389X105)
|
5,188 |
$296k |
|
|
PIMCO ETF TR (72201R833)
|
2,902 |
$295k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,580 |
$292k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
1,550 |
$286k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
4,976 |
$284k |
|
|
ISHARES (464287465)
|
4,289 |
$282k |
|
|
DESPEGAR COM CORP (G27358103)
|
20,100 |
$279k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,507 |
$279k |
|
|
CELGENE CORP (151020104)
|
3,000 |
$277k |
|
|
HFF INC (40418F108)
|
6,075 |
$276k |
|
|
CIMPRESS N V (N20146101)
|
2,975 |
$270k |
|
|
AEP (025537101)
|
3,045 |
$268k |
|
|
HEICO Corp (422806109)
|
2,000 |
$268k |
|
|
ZUORA INC COM CL A (98983V106)
|
17,455 |
$267k |
|
|
PROCTER & GAMBLE CO (742718109)
|
2,340 |
$257k |
|
|
Bank of America Corp. (060505104)
|
8,831 |
$256k |
|
|
WELLS FARGO CO NEW (949746101)
|
5,384 |
$255k |
|
|
BAXTER INTL INC (071813109)
|
3,060 |
$251k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
3,481 |
$249k |
|
|
Boeing Co/The (097023105)
|
671 |
$244k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,210 |
$235k |
|
|
WALMART INC COM (931142103)
|
2,102 |
$232k |
|
|
TEXAS INSTRUMENTS (882508104)
|
1,920 |
$220k |
|
|
MERCK & CO INC (58933Y105)
|
2,612 |
$219k |
|
|
Chevron Corp (166764100)
|
1,748 |
$218k |
|
|
Lockheed Martin Corp (539830109)
|
600 |
$218k |
|
|
ISHARES (464288273)
|
3,653 |
$210k |
|
|
HONEYWELL INTL INC (438516106)
|
1,160 |
$203k |
|
|
Alphabet Inc (02079K107)
|
185 |
$200k |
|
|
ELF BEAUTY INC (26856L103)
|
11,617 |
$164k |
|
|
ANNALY CAP MGMT INC (035710409)
|
10,989 |
$100k |
|
|
COMSCORE INC (20564W105)
|
19,194 |
$99k |
|
|
ABBVIE INC (00287Y109)
|
1,000 |
$73k |
Put |
|
SOLIGENIX INC (834223307)
|
10,000 |
$7k |
|
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