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報告されたホールディングス
LGL Partners LLC

Legal Name: LGL PARTNERS, LLC

報告期間: Jun 30, 2019
有効日: Aug 14, 2019

セキュリティ 保有株式/元本 市場価格 オプション
SPDR S&P 500 ETF TR TR UNIT (78462F103) 150,196 $44,008k
ISHARES TR CORE S&P MCP ETF (464287507) 125,426 $24,365k
ISHARES TR CORE S&P SCP ETF (464287804) 247,843 $19,401k
ISHARES (464287465) 251,482 $16,530k
ISHARES INC CORE MSCI EMKT (46434G103) 268,657 $13,820k
ISHARES TR CORE MSCI EAFE (46432F842) 172,218 $10,574k
ISHARES (464287168) 77,799 $7,746k
ISHARES TR CORE S&P500 ETF (464287200) 25,051 $7,384k
ISHA (464287101) 52,325 $6,781k
ISHARES TR NATIONAL MUN ETF (464288414) 58,269 $6,590k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 146,208 $6,098k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 137,764 $5,859k
INVESCO QQQ TR UNIT SER 1 (46090E103) 26,311 $4,913k
DB COMMODITY INDEX TRACKING (46138B103) 285,998 $4,499k
ISHARES TR (464288182) 63,867 $4,457k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) 44,081 $3,853k
Apple Inc (037833100) 19,158 $3,792k
VANECK VECTORS ETF TR (92189H201) 65,580 $3,263k
PIMCO ETF TR (72201R775) 25,512 $2,742k
VANECK VECTORS ETF TR (92189h300) 73,246 $2,542k
Amazon.com Inc (023135106) 1,250 $2,367k
Calavo Growers Inc (128246105) 21,400 $2,070k
ISHARES TR RUSSELL 2000 ETF (464287655) 11,968 $1,861k
INVESCO EXCHNG TRADED FD TR (46138E511) 121,479 $1,777k
MASTERCARD INC (57636Q104) 6,005 $1,589k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 10,028 $1,505k
ALIBABA GROUP HLDG LTD (01609W102) 8,365 $1,417k
ALPHABET INC (02079K305) 1,293 $1,400k
SPDR S&P DIVIDEND (78464A763) 12,336 $1,244k
VANECK VECTORS ETF TR (92189F791) 34,858 $1,219k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 4,477 $1,205k
VANGUARD GROUP (921908844) 10,292 $1,185k
Berkshire Hathaway, Inc. (084670702) 5,015 $1,069k
VANGUARD WHITEHALL FDS INC (921946406) 11,964 $1,045k
VANGUARD INDEX FDS SMALL CP ET (922908751) 6,629 $1,038k
ENERGY TRANSFER LP (29273V100) 72,517 $1,021k
ProShares Trust Short S&P500 (74347B425) 37,400 $995k
ENTERPRISE PRODS (293792107) 34,373 $992k
VANGUARD INDEX FDS GROWTH ETF (922908736) 6,049 $988k
SPDR SERIES TRUST (78464A474) 30,849 $950k
VANGUARD SCOTTSDALE FDS (92206C102) 15,349 $935k
VANGUARD INDEX FDS VALUE ETF (922908744) 8,321 $923k
ISHARES (464287242) 7,260 $903k
ISHARES TR (464288687) 19,006 $700k
JOHNSON & JOHNSON (478160104) 4,944 $689k
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508) 30,178 $684k
NIKE INC (654106103) 7,775 $653k
BERKSHIRE HATHAWAY (084670108) 2 $637k
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538) 4,075 $608k
PLAINS GP HLDGS L P (72651A207) 24,215 $605k
DISNEY WALT CO (254687106) 4,270 $596k
VISA INC COM CL A (92826C839) 3,405 $591k
Facebook Inc (30303M102) 2,980 $575k
ISHARES TR IBOXX HI YD ETF (464288513) 6,248 $545k
ISHARES TR RUS MID CAP ETF (464287499) 8,654 $484k
UNITED TECHNOLOGIES (913017109) 3,665 $477k
TEXAS PAC LD TR (882610108) 600 $472k
ISHARES (464287234) 10,874 $467k
PROCTER & GAMBLE CO (742718109) 4,248 $466k
SPDR GOLD TR GOLD (78463V107) 3,466 $462k
American Express Co. (025816109) 3,613 $446k
MICROSOFT CORP (594918104) 3,234 $433k
STARBUCKS CORP (855244109) 5,146 $431k
ISHARES TR (464287663) 7,518 $426k
ISHARES TR (464287457) 4,991 $423k
Bank of America Corp. (060505104) 14,451 $419k
ISHARES TR RUS 1000 GRW ETF (464287614) 2,609 $410k
ISHARES TR RUS 1000 ETF (464287622) 2,465 $401k
INTEL CORP (458140100) 8,262 $396k
ORACLE CORP (68389X105) 6,910 $394k
SPDR SERIES TRUST (78464A359) 7,169 $379k
MCDONALDS CORP (580135101) 1,788 $371k
Alphabet Inc (02079K107) 343 $371k
MARRIOTT INTL INC (571903202) 2,630 $369k
Williams Cos Inc/The (969457100) 12,236 $343k
CISCO SYSTEMS INC (17275R102) 6,230 $341k
BOSTON BEER INC (100557107) 900 $340k
NOVO-NORDISK AS (670100205) 6,640 $339k
AMERICAN TOWER CORP NEW (03027X100) 1,650 $337k
ISHARES INC (464286749) 8,634 $324k
SELECT SECTOR SPDR (81369Y506) 5,038 $321k
WALMART INC COM (931142103) 2,908 $321k
JPMORGAN CHASE & CO (46625H100) 2,734 $306k
C H Robinson Worldwide (12541W209) 3,560 $300k
PEPSICO INC (713448108) 2,225 $292k
MAGELLAN MIDSTREAM (559080106) 4,488 $287k
ISHARES TR (464287861) 6,434 $284k
Booking Holdings, Inc. (09857L108) 148 $277k
HOME DEPOT INC (437076102) 1,330 $277k
BIOGEN INC (09062X103) 1,173 $274k
Twitter Inc (90184L102) 7,481 $261k
MPLX LP (55336V100) 7,961 $256k
HANNON ARMSTRONG S (41068X100) 9,000 $254k
WISDOMTREE TR (97717W406) 2,923 $251k
LILLY ELI & CO (532457108) 2,257 $250k
PFIZER INC (717081103) 5,782 $250k
UNILEVER PLC (904767704) 4,021 $249k
TCG BDC INC (872280102) 16,253 $248k
GOLDMAN SACHS GROUP (38141G104) 1,189 $243k
INTL BUSINESS MCHN (459200101) 1,745 $241k
NEXTERA ENERGY INC (65339F101) 1,150 $236k
SPDR SERIES TRUST (78464A797) 5,357 $232k
ISHARES TR (46429B697) 3,679 $227k
COGNIZANT TECH SOLNS (192446102) 3,205 $203k
Global X MLP ETF (37950E473) 16,969 $150k
SITO MOBILE LTD (82988R203) 56,856 $45k

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