Legal Name: LEE FINANCIAL GROUP HAWAII, INC.
報告期間:
Jun 30, 2019
有効日:
Jul 30, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
ISHARES TR (46429B697)
|
216,087 |
$13,339k |
|
SPDR SERIES TRUST (78464A805)
|
320,424 |
$11,683k |
|
WISDOMTREE TR (97717X511)
|
195,888 |
$10,037k |
|
ISHARES TR US AER DEF ETF (464288760)
|
37,836 |
$8,110k |
|
LOWES CO (548661107)
|
63,553 |
$6,413k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q209)
|
115,015 |
$6,264k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
66,107 |
$4,802k |
|
SELECT SECTOR SPDR (81369Y803)
|
59,626 |
$4,653k |
|
COSTCO WHSL CORP (22160K105)
|
17,526 |
$4,631k |
|
Valero Energy Corp (91913Y100)
|
48,496 |
$4,152k |
|
VISA INC COM CL A (92826C839)
|
23,727 |
$4,118k |
|
SPDR SERIES TRUST (78464A367)
|
140,876 |
$4,050k |
|
Bank of America Corp. (060505104)
|
127,202 |
$3,689k |
|
MICROSOFT CORP (594918104)
|
27,214 |
$3,646k |
|
DISNEY WALT CO (254687106)
|
25,213 |
$3,521k |
|
MARRIOTT INTL INC (571903202)
|
24,948 |
$3,500k |
|
VANGUARD BD INDEX FD INC (921937819)
|
37,677 |
$3,259k |
|
LABORATORY CORP AMER (50540R409)
|
17,436 |
$3,015k |
|
SIMPSON MANUFACTURIN (829073105)
|
37,351 |
$2,482k |
|
FORTINET INC (34959E109)
|
27,100 |
$2,082k |
|
Lockheed Martin Corp (539830109)
|
5,527 |
$2,009k |
|
AEP (025537101)
|
16,805 |
$1,479k |
|
INTEL CORP (458140100)
|
26,838 |
$1,285k |
|
AT&T INC (00206R102)
|
36,604 |
$1,227k |
|
PNC FINL SVCS GRP (693475105)
|
8,032 |
$1,103k |
|
ENBRIDGE INC (29250N105)
|
21,716 |
$784k |
|
ALTRIA GROUP INC (02209S103)
|
16,169 |
$766k |
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
9,652 |
$509k |
|
Apple Inc (037833100)
|
1,115 |
$221k |
|
MERCK & CO INC (58933Y105)
|
2,435 |
$204k |
|