報告されたホールディングス
Lenox Wealth Advisors LLC

Legal Name: LENOX WEALTH ADVISORS, LLC

報告期間: Jun 30, 2019
有効日: Jul 12, 2019

セキュリティ	保有株式/元本	市場価格
SPDR S&P 500 ETF TR TR UNIT (78462F103)	311,041	$91,135k
ISHARES INC (464286525)	782,388	$72,074k
ISHARES (464287465)	1,039,022	$68,295k
ISHARES TR CORE S&P MCP ETF (464287507)	295,481	$57,400k
GOLDMAN SACHS ETF TR (381430503)	747,281	$43,918k
FLEXSHARES TR (33939L837)	1,770,924	$40,767k
WISDOMTREE TR (97717X560)	1,408,404	$38,804k
Invesco Bullestshares 2021 (BS (46138J700)	1,371,752	$29,067k
JP MORGAN EXCHANGE TRADED FD (46641Q209)	460,123	$25,058k
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)	307,807	$23,135k
SCHWAB STRATEGIC TR (808524201)	161,172	$11,313k
SPDR SERIES TRUST (78464A854)	153,799	$5,312k
SPDR SERIES TRUST (78464A847)	116,144	$3,957k
VANGUARD MALVERN FDS (922020805)	79,124	$3,902k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)	44,129	$3,560k
ISHARES TR RUS 1000 VAL ETF (464287598)	27,426	$3,489k
SPDR SER TR (78468R739)	64,601	$3,161k
Apple Inc (037833100)	12,839	$2,541k
Amazon.com Inc (023135106)	1,298	$2,458k
DBX ETF TR (233051200)	77,532	$2,451k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)	54,274	$2,264k
FLEXSHARES TR (33939L860)	46,949	$2,106k
MICROSOFT CORP (594918104)	15,387	$2,061k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	36,304	$1,544k
ISHARES (464288273)	22,898	$1,314k
ISHARES TR CORE MSCI EAFE (46432F842)	17,486	$1,074k
ALPHABET INC (02079K305)	896	$970k
VISA INC COM CL A (92826C839)	5,510	$956k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)	2,545	$903k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)	10,237	$895k
WISDOMTREE INTERNATIONALHGH DIV ETF (97717W802)	17,951	$725k
Facebook Inc (30303M102)	3,637	$702k
COSTCO WHSL CORP (22160K105)	2,500	$661k
EVOLENT HEALTH INC CL A (30050B101)	69,974	$556k
ISHARES TR NATIONAL MUN ETF (464288414)	4,655	$526k
PFIZER INC (717081103)	11,475	$497k
Alphabet Inc (02079K107)	453	$490k
VANGUARD INDEX FDS GROWTH ETF (922908736)	2,971	$485k
WALMART INC COM (931142103)	4,086	$451k
CISCO SYSTEMS INC (17275R102)	7,978	$437k
Exxon Mobil Corp (30231G102)	5,705	$437k
Berkshire Hathaway, Inc. (084670702)	2,044	$436k
BLACKROCK ENHNCD EQ (09251A104)	48,787	$433k
ISHARES INC (464286533)	7,250	$427k
Calavo Growers Inc (128246105)	4,406	$426k
SPDR S&P DIVIDEND (78464A763)	3,912	$395k
PHILIP MORRIS INTL (718172109)	5,000	$393k
M & T BK CORP (55261F104)	2,278	$387k
SPDR INDEX SHS FDS (78463X848)	10,491	$385k
PEPSICO INC (713448108)	2,667	$350k
UNITEDHEALTH GRP INC (91324P102)	1,421	$347k
ISHARES TR CORE US AGGBD ET (464287226)	3,077	$343k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)	1,246	$335k
ISHARES TR (464288687)	8,546	$315k
EMERSON ELEC CO (291011104)	4,320	$288k
ALIBABA GROUP HLDG LTD (01609W102)	1,695	$287k
PayPal Holdings Inc (70450Y103)	2,449	$280k
TARGET CORPORATION (87612E106)	3,220	$279k
ADP (053015103)	1,648	$272k
ISHARES TR S&P 500 VAL ETF (464287408)	2,262	$264k
HOME DEPOT INC (437076102)	1,234	$257k
UNITED BANKSHARES INC/WV (909907107)	6,898	$256k
JD.com Inc (47215P106)	8,092	$245k
ISHARES TR U.S. TECH ETF (464287721)	1,206	$239k
ISHARES TR RUSSELL 2000 ETF (464287655)	1,529	$238k
DISNEY WALT CO (254687106)	1,654	$231k
MOODYS CORP (615369105)	1,185	$231k
3M CO (88579Y101)	1,244	$216k
JOHNSON & JOHNSON (478160104)	1,477	$206k
NEXTERA ENERGY INC (65339F101)	1,000	$205k
UNITED TECHNOLOGIES (913017109)	1,546	$201k
ABBOTT LABS (002824100)	2,366	$199k
ISHARES TR CORE S&P500 ETF (464287200)	668	$197k
ISHARES (464287168)	1,923	$191k
JPMORGAN CHASE & CO (46625H100)	1,676	$187k
DANAHER CORP (235851102)	1,302	$186k
WORKDAY INC COM USD0.001 CL A (98138H101)	896	$184k
Blackrock Enh Cap And Inc (09256A109)	11,550	$182k
COCA-COLA CO (191216100)	3,444	$175k
Chevron Corp (166764100)	1,401	$174k

報告されたホールディングス Lenox Wealth Advisors LLC

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報告されたホールディングス
Lenox Wealth Advisors LLC