Legal Name: LINCOLN CAPITAL, 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 |
オプション |
MICROSOFT CORP (594918104)
|
78,043 |
$10,455k |
|
ISHARES TR (46432F339)
|
86,023 |
$7,869k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
21,781 |
$6,382k |
|
GOLDMAN SACHS ETF TR (381430503)
|
97,463 |
$5,728k |
|
Apple Inc (037833100)
|
28,576 |
$5,657k |
|
JPMORGAN CHASE & CO (46625H100)
|
46,874 |
$5,241k |
|
Schwab US Tips ETF (SCHP) (808524870)
|
92,177 |
$5,190k |
|
SCHWAB STRATEGIC T (808524862)
|
96,219 |
$4,868k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
58,036 |
$4,829k |
|
CVS HEALTH CORP (126650100)
|
74,848 |
$4,078k |
|
AMGEN INC (031162100)
|
21,483 |
$3,959k |
|
MONDELEZ INTL INC (609207105)
|
65,832 |
$3,548k |
|
TEXTRON INC (883203101)
|
57,739 |
$3,062k |
|
LOWES CO (548661107)
|
28,924 |
$2,919k |
|
VERIZON COMMUNICATIONS (92343V104)
|
48,652 |
$2,780k |
|
CITIZENS FINANCIAL (174610105)
|
75,108 |
$2,656k |
|
ALLIANT ENERGY CORP (018802108)
|
48,756 |
$2,393k |
|
OLD REP INTL CORP (680223104)
|
95,044 |
$2,127k |
|
ORACLE CORP (68389X105)
|
36,787 |
$2,096k |
|
SCHWAB STRATEGIC TR (808524201)
|
28,390 |
$1,993k |
|
UNITEDHEALTH GRP INC (91324P102)
|
8,130 |
$1,984k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
33,073 |
$1,888k |
|
WYNDHAM HOTELS & RESORTS INC (98311A105)
|
31,776 |
$1,771k |
|
INGERSOLL-RAND PLC (G47791101)
|
13,877 |
$1,759k |
|
ABC (03073E105)
|
20,398 |
$1,739k |
|
PROSHARES TR (74348A467)
|
23,527 |
$1,632k |
|
SCHWAB STRATEGIC TR (808524102)
|
22,970 |
$1,620k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
21,296 |
$1,522k |
|
SVB FINANCIAL GROUP (78486Q101)
|
5,754 |
$1,292k |
|
Schlumberger Ltd (806857108)
|
31,837 |
$1,265k |
|
Boeing Co/The (097023105)
|
3,304 |
$1,203k |
|
ISHARES (464287465)
|
17,909 |
$1,177k |
|
ABBOTT LABS (002824100)
|
11,904 |
$1,001k |
|
Bank of New York Mellon Corp. (064058100)
|
21,096 |
$931k |
|
VANGUARD GROUP (921908844)
|
5,613 |
$646k |
|
Netflix Inc (64110L106)
|
1,500 |
$551k |
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
25,850 |
$550k |
|
Amazon.com Inc (023135106)
|
286 |
$542k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
6,880 |
$539k |
|
ABBVIE INC (00287Y109)
|
7,342 |
$534k |
|
CISCO SYSTEMS INC (17275R102)
|
7,610 |
$416k |
|
CORNING INCORPORATED (219350105)
|
10,070 |
$335k |
|
Hologic Inc (HOLX) (436440101)
|
4,900 |
$235k |
|
Bank of America Corp. (060505104)
|
7,804 |
$226k |
|
ACELRX PHARMACEUTICALS INC (00444T100)
|
67,000 |
$170k |
|
GENERAL ELECTRIC CO (369604103)
|
10,381 |
$109k |
|
AKEBIA THERAPEUTICS INC (00972D105)
|
20,273 |
$98k |
|