Legal Name: MERISTEM FAMILY WEALTH, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 6, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHA (464287101)
|
700,906 |
$90,830k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
320,381 |
$25,079k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
59,481 |
$17,532k |
|
|
PEPSICO INC (713448108)
|
77,301 |
$10,136k |
|
|
US BANCORP DEL (902973304)
|
150,991 |
$7,912k |
|
|
AMCOR PLC (G0250X107)
|
604,342 |
$6,944k |
|
|
Apple Inc (037833100)
|
30,797 |
$6,095k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
20,416 |
$5,982k |
|
|
JOHNSON & JOHNSON (478160104)
|
39,529 |
$5,506k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
539,382 |
$5,313k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
14,915 |
$5,289k |
|
|
TWO HBRS INVT CORP (90187B408)
|
387,586 |
$4,911k |
|
|
BELDEN INC (077454106)
|
74,498 |
$4,438k |
|
|
3M CO (88579Y101)
|
25,160 |
$4,361k |
|
|
TORO CO (891092108)
|
58,421 |
$3,908k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
24,918 |
$3,875k |
|
|
MICROSOFT CORP (594918104)
|
28,622 |
$3,834k |
|
|
Amazon.com Inc (023135106)
|
2,021 |
$3,827k |
|
|
Deere & Co (244199105)
|
20,922 |
$3,467k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
42,924 |
$3,226k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
38,145 |
$2,977k |
|
|
ISHARES TR (464288182)
|
41,708 |
$2,911k |
|
|
ISHARES (464287465)
|
44,128 |
$2,901k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
29,533 |
$2,736k |
|
|
Intuit Inc (461202103)
|
10,277 |
$2,686k |
|
|
ISHARES TR (464288257)
|
36,300 |
$2,676k |
|
|
Exxon Mobil Corp (30231G102)
|
32,265 |
$2,472k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
80,295 |
$2,216k |
|
|
TARGET CORPORATION (87612E106)
|
25,571 |
$2,215k |
|
|
MERCK & CO INC (58933Y105)
|
23,028 |
$1,931k |
|
|
PFIZER INC (717081103)
|
41,512 |
$1,798k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
9,205 |
$1,650k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
8,026 |
$1,612k |
|
|
ISHARES TR (464288679)
|
14,385 |
$1,592k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
10,470 |
$1,571k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,847 |
$1,548k |
|
|
VISA INC COM CL A (92826C839)
|
8,915 |
$1,547k |
|
|
DISNEY WALT CO (254687106)
|
9,849 |
$1,375k |
|
|
ISHARES (464287630)
|
11,403 |
$1,374k |
|
|
BECTON DICKINSON (075887109)
|
5,192 |
$1,308k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
11,048 |
$1,288k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
5,183 |
$1,265k |
|
|
NIKE INC (654106103)
|
14,919 |
$1,252k |
|
|
Boeing Co/The (097023105)
|
3,420 |
$1,245k |
|
|
ALPHABET INC (02079K305)
|
1,131 |
$1,225k |
|
|
HOME DEPOT INC (437076102)
|
5,567 |
$1,158k |
|
|
SELECT SECTOR SPDR TR (81369Y852)
|
22,675 |
$1,116k |
|
|
HONEYWELL INTL INC (438516106)
|
6,278 |
$1,096k |
|
|
ABBOTT LABS (002824100)
|
12,684 |
$1,067k |
|
|
SOTHEBYS (835898107)
|
17,771 |
$1,033k |
|
|
CENTENE CORP DEL (15135B101)
|
19,465 |
$1,021k |
|
|
ABBVIE INC (00287Y109)
|
13,902 |
$1,011k |
|
|
SEI INVESTMENTS CO (784117103)
|
16,950 |
$951k |
|
|
CUMMINS INC (231021106)
|
5,355 |
$918k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
14,037 |
$894k |
|
|
GENERAL ELECTRIC CO (369604103)
|
83,645 |
$878k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
14,922 |
$867k |
|
|
COCA-COLA CO (191216100)
|
16,900 |
$861k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,687 |
$784k |
|
|
CISCO SYSTEMS INC (17275R102)
|
14,161 |
$775k |
|
|
INTEL CORP (458140100)
|
16,038 |
$768k |
|
|
Alphabet Inc (02079K107)
|
707 |
$764k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
9,530 |
$738k |
|
|
ISHARES (464287234)
|
17,178 |
$737k |
|
|
MCDONALDS CORP (580135101)
|
3,373 |
$700k |
|
|
Facebook Inc (30303M102)
|
3,584 |
$692k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
3,283 |
$692k |
|
|
HUMANA INC (444859102)
|
2,593 |
$688k |
|
|
HORMEL FOODS CORP (440452100)
|
16,306 |
$661k |
|
|
American Express Co. (025816109)
|
5,318 |
$656k |
|
|
Bristol-Myers Squibb Co (110122108)
|
14,230 |
$645k |
|
|
PHILIP MORRIS INTL (718172109)
|
8,130 |
$638k |
|
|
PROCTER & GAMBLE CO (742718109)
|
5,749 |
$630k |
|
|
QUALCOMM INC (747525103)
|
8,184 |
$623k |
|
|
BSM BlackStoneMnlsLP (09225M101)
|
39,483 |
$612k |
|
|
UNION PAC CORP (907818108)
|
3,475 |
$588k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
3,369 |
$586k |
|
|
CSX CORP (126408103)
|
7,310 |
$566k |
|
|
SELECT SECTOR SPDR TR (81369Y860)
|
15,244 |
$561k |
|
|
ADP (053015103)
|
3,351 |
$554k |
|
|
UNITED TECHNOLOGIES (913017109)
|
4,242 |
$552k |
|
|
FNB CORP (302520101)
|
44,929 |
$529k |
|
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
7,442 |
$514k |
|
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
2,861 |
$513k |
|
|
ONEOK Inc (682680103)
|
7,368 |
$507k |
|
|
ECOLAB INC (278865100)
|
2,550 |
$504k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,316 |
$494k |
|
|
VANGUARD WORLD FDS (92204A603)
|
3,269 |
$477k |
|
|
C H Robinson Worldwide (12541W209)
|
5,606 |
$473k |
|
|
Chevron Corp (166764100)
|
3,745 |
$466k |
|
|
CHUBB LIMITED (H1467J104)
|
3,127 |
$461k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
7,573 |
$452k |
|
|
ESTEE LAUDER CO (518439104)
|
2,448 |
$448k |
|
|
ENBRIDGE INC (29250N105)
|
12,165 |
$439k |
|
|
Vanguard Materials ETF (92204A801)
|
3,348 |
$429k |
|
|
VANGUARD WORLD FDS (92204A876)
|
3,204 |
$426k |
|
|
ALTRIA GROUP INC (02209S103)
|
8,908 |
$422k |
|
|
BP PLC (055622104)
|
9,723 |
$405k |
|
|
EQUIFAX INC (294429105)
|
2,876 |
$389k |
|
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
2,548 |
$379k |
|
|
PayPal Holdings Inc (70450Y103)
|
3,302 |
$378k |
|
|
ROYAL DUTCH SHELL (780259107)
|
5,685 |
$375k |
|
|
Schlumberger Ltd (806857108)
|
9,243 |
$367k |
|
|
EMERSON ELEC CO (291011104)
|
5,412 |
$361k |
|
|
GRACO INC (384109104)
|
7,161 |
$359k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
59,772 |
$356k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,032 |
$352k |
|
|
MONDELEZ INTL INC (609207105)
|
6,382 |
$344k |
|
|
ABERDEEN TOTAL DYNAMIC DIVD (00326L100)
|
41,261 |
$344k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,263 |
$334k |
|
|
Lockheed Martin Corp (539830109)
|
912 |
$332k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
5,804 |
$332k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
2,179 |
$329k |
|
|
CITIGROUP INC (172967424)
|
4,647 |
$325k |
|
|
VANGUARD WORLD FDS (92204A306)
|
3,783 |
$322k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
LAZARD LTD-CL A (G54050102)
|
9,108 |
$313k |
|
|
BAXTER INTL INC (071813109)
|
3,808 |
$312k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,630 |
$301k |
|
|
Applied Materials, Inc. (038222105)
|
6,488 |
$291k |
|
|
ISHARES TR (46429B697)
|
4,674 |
$289k |
|
|
salesforce.com Inc (79466L302)
|
1,813 |
$275k |
|
|
CME GROUP INC (12572Q105)
|
1,404 |
$273k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,438 |
$267k |
|
|
PROLOGIS INC (74340W103)
|
3,220 |
$258k |
|
|
ORACLE CORP (68389X105)
|
4,478 |
$255k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
4,658 |
$255k |
|
|
COMCAST CORP (20030N101)
|
6,008 |
$254k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,599 |
$253k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,613 |
$253k |
|
|
Invesco Van kampen Municipal Opportunity trust (46132C107)
|
20,474 |
$252k |
|
|
TRAVELERS CO(THE) (89417E109)
|
1,665 |
$249k |
|
|
APARTMENT INVT & MGMT CO (03748R754)
|
4,879 |
$245k |
|
|
STRYKER CORP (863667101)
|
1,166 |
$240k |
|
|
HOLLY ENERGY (435763107)
|
8,632 |
$237k |
|
|
SYSCO CORP (871829107)
|
3,347 |
$237k |
|
|
AT&T INC (00206R102)
|
6,846 |
$229k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,707 |
$227k |
|
|
CVS HEALTH CORP (126650100)
|
4,151 |
$226k |
|
|
NUVEEN QUALITY MUNCP INCOME (67066V101)
|
16,111 |
$226k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
1,509 |
$225k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
1,852 |
$221k |
|
|
STARBUCKS CORP (855244109)
|
2,642 |
$221k |
|
|
CELGENE CORP (151020104)
|
2,382 |
$220k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
6,156 |
$220k |
|
|
SUNOCO LP (86765K109)
|
6,988 |
$219k |
|
|
INVESCO MUN TR (46131J103)
|
17,734 |
$218k |
|
|
TEXAS INSTRUMENTS (882508104)
|
1,895 |
$217k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
795 |
$214k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
2,110 |
$213k |
|
|
MCKESSON CORP (58155Q103)
|
1,567 |
$211k |
|
|
PBF LOGISTICS LP (69318Q104)
|
10,000 |
$211k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
2,316 |
$210k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,127 |
$210k |
|
|
GENERAL DYNAMICS (369550108)
|
1,142 |
$208k |
|
|
DONALDSON INC COM (257651109)
|
4,060 |
$206k |
|
|
ROBO Gbl Robotics & Auto'n ETF (301505707)
|
5,110 |
$204k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
387 |
$203k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
5,018 |
$201k |
|
|
FIRST TRUST MORTGAGE INCM FD (33734E103)
|
14,100 |
$197k |
|
|
BLACKROCK INCOME TR INC (09247F100)
|
31,800 |
$192k |
|
|
CALAMOS STRATEGIC TO (128125101)
|
15,000 |
$191k |
|
|
EATON VANCE LTD DUR (27828H105)
|
14,400 |
$182k |
|
|
MFS INTER INCOME TR (55273C107)
|
46,200 |
$178k |
|
|
CALUMET SPECIALTY PRODS PTNR (131476103)
|
22,000 |
$92k |
|
|
Sprott Physical Silver Trust (85207K107)
|
11,200 |
$64k |
|
|
Cerus Corp (157085101)
|
10,000 |
$56k |
|
|
TILE SHOP HLDGS INC (88677Q109)
|
12,328 |
$49k |
|
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