Legal Name: NEWPORT WEALTH STRATEGIES, INC.
報告期間:
Jun 30, 2019
有効日:
Jul 22, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
143,572 |
$12,228k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
51,075 |
$8,560k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
96,820 |
$6,903k |
|
|
VANGUARD GROUP (921908844)
|
38,525 |
$4,520k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
66,926 |
$3,849k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
15,421 |
$3,351k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
61,721 |
$3,314k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
15,535 |
$3,223k |
|
|
Exxon Mobil Corp (30231G102)
|
40,217 |
$3,036k |
|
|
Apple Inc (037833100)
|
13,150 |
$2,674k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
35,203 |
$2,514k |
|
|
VANGUARD SCOTTSDALE FDS (92206C730)
|
18,186 |
$2,489k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
8,957 |
$2,449k |
|
|
WISDOMTREE TRUST (97717X628)
|
94,165 |
$2,363k |
|
|
ISHARES TR (46429B697)
|
36,732 |
$2,321k |
|
|
Amazon.com Inc (023135106)
|
1,123 |
$2,237k |
|
|
DBX ETF TR (233051200)
|
63,940 |
$2,036k |
|
|
Vertical Capital Income Fund (92535C104)
|
205,908 |
$2,014k |
|
|
FLEXSHARES TR (33939L860)
|
40,010 |
$1,812k |
|
|
MICROSOFT CORP (594918104)
|
13,186 |
$1,797k |
|
|
FLEXSHARES TR (33939L837)
|
74,014 |
$1,704k |
|
|
Vanguard S&P 500 Growth (921932505)
|
9,915 |
$1,629k |
|
|
ALPHABET INC (02079K305)
|
1,392 |
$1,596k |
|
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
22,795 |
$1,585k |
|
|
WISDOMTREE TR (97717W505)
|
38,942 |
$1,412k |
|
|
FLEXSHARES TR (33939L886)
|
16,591 |
$1,256k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
4 |
$1,246k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
11,023 |
$1,196k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
12,921 |
$1,152k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
19,650 |
$1,104k |
|
|
Boeing Co/The (097023105)
|
2,751 |
$1,016k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
6,964 |
$794k |
|
|
WISDOMTREE LARGECAP DIV (97717W307)
|
8,083 |
$792k |
|
|
salesforce.com Inc (79466L302)
|
4,914 |
$778k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
21,785 |
$742k |
|
|
Bank of America Corp. (060505104)
|
23,289 |
$680k |
|
|
SPDR SERIES TRUST (78464A813)
|
10,120 |
$677k |
|
|
Vanguard Russell 1000 Growth (92206C680)
|
3,964 |
$660k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
3,785 |
$655k |
|
|
VANGUARD WORLD FDS (92204A306)
|
7,410 |
$614k |
|
|
HOME DEPOT INC (437076102)
|
2,791 |
$602k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
6,687 |
$588k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
9,958 |
$563k |
|
|
ISHARES (464287887)
|
2,925 |
$530k |
|
|
WISDOMTREE TR (97717W570)
|
13,225 |
$523k |
|
|
ISHARES (464287879)
|
3,521 |
$515k |
|
|
WISDOMTREE TR (97717X701)
|
7,051 |
$467k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,504 |
$448k |
|
|
ADOBE INC (00724F101)
|
1,402 |
$434k |
|
|
ISHARES (464287168)
|
4,254 |
$426k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
2,215 |
$420k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,555 |
$415k |
|
|
CISCO SYSTEMS INC (17275R102)
|
7,105 |
$406k |
|
|
Royal Dutch Shell PLC (780259206)
|
6,079 |
$385k |
|
|
SPDR SERIES TRUST (78464A409)
|
9,565 |
$378k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,774 |
$373k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,885 |
$365k |
|
|
ENTERPRISE PRODS (293792107)
|
12,053 |
$363k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
4,942 |
$360k |
|
|
ISHARES (464287465)
|
5,035 |
$330k |
|
|
ISHARES TR (464287325)
|
5,320 |
$326k |
|
|
ISHARES TR (464287457)
|
3,674 |
$311k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,401 |
$308k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
4,657 |
$306k |
|
|
ISHARES (464287705)
|
1,890 |
$299k |
|
|
Square Inc (852234103)
|
3,590 |
$290k |
|
|
Facebook Inc (30303M102)
|
1,409 |
$284k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,490 |
$278k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
767 |
$271k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,410 |
$264k |
|
|
NIKE INC (654106103)
|
2,950 |
$258k |
|
|
ISHARES (464287630)
|
2,134 |
$253k |
|
|
WALMART INC COM (931142103)
|
2,136 |
$245k |
|
|
CONSTELLATION BRANDS (21036P108)
|
1,122 |
$224k |
|
|
DISNEY WALT CO (254687106)
|
1,542 |
$220k |
|
|
MASTERCARD INC (57636Q104)
|
775 |
$213k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
3,495 |
$209k |
|
|
ENERGY TRANSFER LP (29273V100)
|
12,680 |
$191k |
|
|
ENERGOUS CORP (29272C103)
|
12,000 |
$54k |
|
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
10,000 |
$43k |
|
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