Legal Name: LEJEUNE PUETZ INVESTMENT COUNSEL
報告期間:
Jun 30, 2019
有効日:
Jul 29, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
ISHARES FLT (46429B655)
|
135,519 |
$6,902k |
|
MICROSOFT CORP (594918104)
|
41,971 |
$5,622k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
44,549 |
$5,047k |
|
Apple Inc (037833100)
|
24,684 |
$4,886k |
|
JPMORGAN CHASE & CO (46625H100)
|
36,316 |
$4,060k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
97,030 |
$4,047k |
|
CISCO SYSTEMS INC (17275R102)
|
72,687 |
$3,978k |
|
Boeing Co/The (097023105)
|
10,874 |
$3,958k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
12,773 |
$3,743k |
|
Alphabet Inc (02079K107)
|
3,314 |
$3,582k |
|
JOHNSON & JOHNSON (478160104)
|
24,645 |
$3,433k |
|
SCHWAB STRATEGIC TR (808524805)
|
101,476 |
$3,256k |
|
INTEL CORP (458140100)
|
66,696 |
$3,193k |
|
SCHWAB STRATEGIC TR (808524706)
|
121,464 |
$3,187k |
|
PROCTER & GAMBLE CO (742718109)
|
28,586 |
$3,134k |
|
PayPal Holdings Inc (70450Y103)
|
26,335 |
$3,014k |
|
MCDONALDS CORP (580135101)
|
14,376 |
$2,985k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
33,072 |
$2,948k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
26,259 |
$2,913k |
|
SCHWAB STRATEGIC TR (808524201)
|
38,744 |
$2,719k |
|
AMGEN INC (031162100)
|
13,715 |
$2,527k |
|
Caterpillar Inc (149123101)
|
17,736 |
$2,417k |
|
CITIGROUP INC (172967424)
|
33,359 |
$2,336k |
|
PFIZER INC (717081103)
|
53,317 |
$2,310k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
32,138 |
$2,297k |
|
HOME DEPOT INC (437076102)
|
10,762 |
$2,238k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
27,345 |
$2,206k |
|
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408)
|
80,300 |
$2,187k |
|
NIKE INC (654106103)
|
25,462 |
$2,138k |
|
ISHARES TR (464288687)
|
57,885 |
$2,133k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
12,381 |
$2,098k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
14,260 |
$2,033k |
|
CVS HEALTH CORP (126650100)
|
37,167 |
$2,025k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
197,700 |
$1,947k |
|
COCA-COLA CO (191216100)
|
36,992 |
$1,884k |
|
EMERSON ELEC CO (291011104)
|
28,185 |
$1,881k |
|
SCHWAB STRATEGIC TR (808524102)
|
26,637 |
$1,879k |
|
AT&T INC (00206R102)
|
55,196 |
$1,850k |
|
ORACLE CORP (68389X105)
|
32,283 |
$1,839k |
|
Charles Schwab Corp/The (808513105)
|
44,292 |
$1,780k |
|
GILEAD SCIENCES INC (375558103)
|
26,230 |
$1,772k |
|
DIAGEO PLC (G42089113)
|
10,235 |
$1,764k |
|
REALTY INCOME CORP (756109104)
|
25,255 |
$1,742k |
|
HCP INC (40414L109)
|
53,780 |
$1,720k |
|
VISA INC COM CL A (92826C839)
|
9,646 |
$1,674k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
4,638 |
$1,645k |
|
MERCK & CO INC (58933Y105)
|
19,374 |
$1,625k |
|
VERIZON COMMUNICATIONS (92343V104)
|
28,225 |
$1,612k |
|
Baidu Inc (056752108)
|
13,665 |
$1,604k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
35,965 |
$1,530k |
|
FORD MOTOR CO (345370860)
|
144,000 |
$1,473k |
|
BECTON DICKINSON (075887109)
|
5,730 |
$1,444k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
18,427 |
$1,442k |
|
EXELON CORP (30161N101)
|
26,975 |
$1,293k |
|
ISHA (464287101)
|
9,868 |
$1,279k |
|
BlackRock, Inc. (09247X101)
|
2,536 |
$1,190k |
|
ALPHABET INC (02079K305)
|
1,077 |
$1,166k |
|
QUALCOMM INC (747525103)
|
14,066 |
$1,070k |
|
Nutrien Ltd (67077M108)
|
19,752 |
$1,056k |
|
LOWES CO (548661107)
|
9,952 |
$1,004k |
|
HONEYWELL INTL INC (438516106)
|
5,709 |
$997k |
|
Exxon Mobil Corp (30231G102)
|
12,649 |
$969k |
|
Teradyne Inc (880770102)
|
20,100 |
$963k |
|
L BRANDS INC (501797104)
|
35,600 |
$929k |
|
ISHARES (464288448)
|
30,088 |
$924k |
|
Eaton Vance Sr Fltg Rate Trust (27828Q105)
|
69,975 |
$916k |
|
ISHARES (464287465)
|
13,837 |
$910k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
5,750 |
$901k |
|
FEDEX CORP (31428X106)
|
5,340 |
$877k |
|
EBAY INC (278642103)
|
22,160 |
$875k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,880 |
$849k |
|
GOLDMAN SACHS GROUP (38141G104)
|
3,950 |
$808k |
|
Lockheed Martin Corp (539830109)
|
2,208 |
$803k |
|
VANGUARD GROUP (921908844)
|
6,900 |
$795k |
|
Berkshire Hathaway, Inc. (084670702)
|
3,486 |
$743k |
|
Myriad Genetics Inc (62855J104)
|
26,625 |
$740k |
|
WALMART INC COM (931142103)
|
6,660 |
$736k |
|
NUVEEN MICHIGAN QLT MUN INC (670979103)
|
54,225 |
$735k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
12,586 |
$719k |
|
ISHARES INTERNATIONAL PREFERRED ETF (46429B135)
|
46,800 |
$709k |
|
SPDR SERIES TRUST (78464A417)
|
6,073 |
$662k |
|
PEPSICO INC (713448108)
|
5,040 |
$661k |
|
ISHARES (464288646)
|
12,352 |
$660k |
|
UNITEDHEALTH GRP INC (91324P102)
|
2,695 |
$658k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
11,365 |
$638k |
|
STRYKER CORP (863667101)
|
3,088 |
$635k |
|
DISNEY WALT CO (254687106)
|
4,486 |
$626k |
|
ConocoPhillips (20825C104)
|
9,871 |
$602k |
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
9,850 |
$587k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
3,450 |
$577k |
|
NOVARTIS AG (66987V109)
|
6,291 |
$574k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
6,385 |
$557k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
2,435 |
$551k |
|
PHYSICIANS REALTY TRUST COM (71943U104)
|
31,094 |
$542k |
|
ISHARES TR (46434V407)
|
11,550 |
$539k |
|
ISHARES (464287242)
|
4,187 |
$521k |
|
Facebook Inc (30303M102)
|
2,693 |
$520k |
|
Bristol-Myers Squibb Co (110122108)
|
10,913 |
$495k |
|
Chevron Corp (166764100)
|
3,963 |
$493k |
|
CLIFFS NATURAL RES (18383K101)
|
44,300 |
$473k |
|
ISHARES (464287168)
|
4,600 |
$458k |
|
General Motors Co (37045V100)
|
11,345 |
$437k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,230 |
$433k |
|
PHILIP MORRIS INTL (718172109)
|
5,345 |
$420k |
|
WALGREENS BOOTS ALLI (931427108)
|
7,664 |
$419k |
|
EDWARDS LIFESCIENCE (28176E108)
|
2,100 |
$388k |
|
ADOBE INC (00724F101)
|
1,265 |
$373k |
|
ISHARES TR (464287176)
|
3,114 |
$360k |
|
NOKIA CORP (654902204)
|
71,700 |
$359k |
|
Amazon.com Inc (023135106)
|
185 |
$350k |
|
BP PLC (055622104)
|
8,366 |
$349k |
|
ISHARES TR (464288588)
|
3,104 |
$334k |
|
Phillips 66 (718546104)
|
3,554 |
$332k |
|
ALTRIA GROUP INC (02209S103)
|
6,985 |
$331k |
|
VALEANT PHARMACEUTICALS INTL (91911K102)
|
12,750 |
$322k |
|
ISHARES (464287887)
|
1,725 |
$315k |
|
MEDTRONIC PLC (G5960L103)
|
3,202 |
$312k |
|
ISHARES (464288778)
|
6,750 |
$310k |
|
KINDER MORGAN INC (49456B101)
|
14,820 |
$309k |
|
Bank of America Corp. (060505104)
|
10,598 |
$307k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,035 |
$305k |
|
HUNTINGTON BANCSHARE (446150104)
|
20,581 |
$284k |
|
MARRIOTT INTL INC (571903202)
|
2,000 |
$281k |
|
PEMBINA PIPELINE CORP (706327103)
|
7,507 |
$279k |
|
CHURCH & DWIGHT INC (171340102)
|
3,800 |
$278k |
|
UNDER ARMOUR INC (904311206)
|
12,360 |
$274k |
|
KRAFT HEINZ CO (500754106)
|
8,526 |
$265k |
|
TENCENT HOLDINGS (88032XAD6)
|
5,700 |
$258k |
|
Freeport-McMoRan Inc (35671D857)
|
21,000 |
$244k |
|
NEXTERA ENERGY INC (65339F101)
|
1,181 |
$242k |
|
WEC Energy (976657106)
|
2,884 |
$240k |
|
ZOETIS INC (98978V103)
|
2,100 |
$238k |
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,210 |
$236k |
|
ROPER TECHNOLOGIES (776696106)
|
635 |
$233k |
|
COSTCO WHSL CORP (22160K105)
|
875 |
$231k |
|
SPDR INDEX SHS FDS (78463X848)
|
6,250 |
$229k |
|
ECOLAB INC (278865100)
|
1,100 |
$217k |
|
TEXAS INSTRUMENTS (882508104)
|
1,835 |
$211k |
|
LILLY ELI & CO (532457108)
|
1,850 |
$205k |
|
Vanguard International Dividen (921946810)
|
3,000 |
$204k |
|
BLACKROCK MUNIASSETS FD INC (09254J102)
|
12,700 |
$201k |
|
GENERAL ELECTRIC CO (369604103)
|
18,515 |
$194k |
|
TORO CO (891092108)
|
2,900 |
$194k |
|
SANOFI SPOND FUNSPONSORED ADR (590328100)
|
4,200 |
$182k |
|
ABBOTT LABS (002824100)
|
2,067 |
$174k |
|
WELLS FARGO CO NEW (949746101)
|
3,650 |
$173k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
2,029 |
$169k |
|
POWERSHARES QQQ TRUST (73935A104)
|
873 |
$163k |
|
LABORATORY CORP AMER (50540R409)
|
925 |
$160k |
|
SPDR SERIES TRUST (78464A698)
|
2,975 |
$159k |
|
BLACKROCK MUNIYLD MICH QLTY (09254V105)
|
11,550 |
$159k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
5,550 |
$153k |
|
MONDELEZ INTL INC (609207105)
|
2,674 |
$144k |
|
SELECT SECTOR SPDR (81369Y506)
|
2,250 |
$143k |
|
ILLINOIS TOOL WORKS (452308109)
|
922 |
$139k |
|
VANGUARD SHORT TERM BOND ETF (092193782)
|
1,663 |
$134k |
|
MARSH & MCLENNAN COS (571748102)
|
1,310 |
$131k |
|
BROADCOM INC (11135F101)
|
452 |
$130k |
|
BLACKROCK MUNIHLDGS FD II IN (09253P109)
|
8,600 |
$130k |
|
Intercontinental Exchange Inc (45866F104)
|
1,500 |
$129k |
|
AMERIPRISE FINL INC (03076C106)
|
850 |
$123k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
2,000 |
$123k |
|
MICRON TECHNOLOGY (595112103)
|
3,100 |
$120k |
|
CSX CORP (126408103)
|
1,523 |
$118k |
|
BB&T CORP (054397107)
|
2,374 |
$117k |
|
THE HERSHEY COMPANY (427866108)
|
860 |
$115k |
|
AIR PRODS & CHEMS INC (009158106)
|
509 |
$115k |
|
VANGUARD INDEX FDS (922908637)
|
850 |
$115k |
|
ABBVIE INC (00287Y109)
|
1,568 |
$114k |
|
PAYCHEX INC (704326107)
|
1,347 |
$111k |
|
DTE ENERGY CO (233331107)
|
853 |
$109k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
700 |
$109k |
|
ISHARES TR U.S. FIN SVC ETF (464287770)
|
812 |
$109k |
|
DBV TECHNOLOGIES SA-SPON ADR (23306J101)
|
13,150 |
$108k |
|
ISHARES (464287556)
|
980 |
$107k |
|
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