Legal Name: OARSMAN CAPITAL, INC
報告期間:
Jun 30, 2019
有効日:
Aug 13, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SPDR SERIES TRUST (78464A409)
|
186,765 |
$7,233k |
|
|
MICROSOFT CORP (594918104)
|
41,195 |
$5,518k |
|
|
CITIGROUP INC (172967424)
|
78,459 |
$5,494k |
|
|
ISHARES TR (46435G672)
|
97,359 |
$5,304k |
|
|
ALLEGHENY TECH INC (01741R102)
|
209,209 |
$5,272k |
|
|
OWENS ILL INC (690768403)
|
292,064 |
$5,044k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
87,457 |
$4,996k |
|
|
Apple Inc (037833100)
|
23,444 |
$4,640k |
|
|
JOHNSON & JOHNSON (478160104)
|
32,175 |
$4,481k |
|
|
SPDR SERIES TRUST (78464A508)
|
133,269 |
$4,169k |
|
|
MGIC INVT CORP WIS (552848103)
|
315,875 |
$4,151k |
|
|
Alphabet Inc (02079K107)
|
3,746 |
$4,049k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
34,172 |
$3,820k |
|
|
FISERV INC (337738108)
|
37,592 |
$3,427k |
|
|
CVS HEALTH CORP (126650100)
|
58,838 |
$3,206k |
|
|
SPDR SERIES TRUST (78464A649)
|
109,335 |
$3,189k |
|
|
OLIN CORP (680665205)
|
140,544 |
$3,079k |
|
|
Bank of America Corp. (060505104)
|
103,894 |
$3,013k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
94,284 |
$2,889k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
79,476 |
$2,844k |
|
|
CISCO SYSTEMS INC (17275R102)
|
50,144 |
$2,744k |
|
|
MODINE MFG CO (607828100)
|
186,324 |
$2,666k |
|
|
PEPSICO INC (713448108)
|
19,503 |
$2,557k |
|
|
STANLEY BLACK&DECKR (854502101)
|
17,177 |
$2,484k |
|
|
INTEL CORP (458140100)
|
50,673 |
$2,426k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
28,800 |
$2,401k |
|
|
ABBVIE INC (00287Y109)
|
32,883 |
$2,391k |
|
|
MEDTRONIC PLC (G5960L103)
|
24,364 |
$2,373k |
|
|
HELEN OF TROY CORP (G4388N106)
|
17,753 |
$2,318k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
54,247 |
$2,263k |
|
|
RANGE RESOURCES CORP (75281A109)
|
307,295 |
$2,145k |
|
|
MGE ENERGY INC (55277P104)
|
29,181 |
$2,133k |
|
|
ALLIANT ENERGY CORP (018802108)
|
42,591 |
$2,090k |
|
|
S&P WRLD EX US (78463X889)
|
69,559 |
$2,058k |
|
|
GENERAL ELECTRIC CO (369604103)
|
193,645 |
$2,033k |
|
|
Quad/Graphics, Inc. (747301109)
|
256,532 |
$2,029k |
|
|
WESTERN DIGITAL CORP (958102105)
|
41,500 |
$1,973k |
|
|
KOHLS CORP (500255104)
|
41,183 |
$1,958k |
|
|
Amazon.com Inc (023135106)
|
1,030 |
$1,950k |
|
|
Chevron Corp (166764100)
|
15,556 |
$1,936k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
8,819 |
$1,880k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
7,604 |
$1,855k |
|
|
KIMBERLY CLARK CORP (494368103)
|
13,718 |
$1,828k |
|
|
ISHARES (464287887)
|
9,820 |
$1,792k |
|
|
SPDR SERIES TRUST (78464A847)
|
51,313 |
$1,748k |
|
|
REGAL-BELOIT CORP (758750103)
|
21,021 |
$1,718k |
|
|
ISHARES (464287879)
|
11,553 |
$1,717k |
|
|
QUALCOMM INC (747525103)
|
21,549 |
$1,639k |
|
|
RPM INTERNATIONAL (749685103)
|
26,705 |
$1,632k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E404)
|
67,941 |
$1,538k |
|
|
PROCTER & GAMBLE CO (742718109)
|
13,815 |
$1,515k |
|
|
PRUDENTIAL FINL (744320102)
|
14,903 |
$1,505k |
|
|
AT&T INC (00206R102)
|
42,806 |
$1,434k |
|
|
MCDONALDS CORP (580135101)
|
6,477 |
$1,345k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
31,084 |
$1,322k |
|
|
PFIZER INC (717081103)
|
30,284 |
$1,312k |
|
|
AMGEN INC (031162100)
|
7,060 |
$1,301k |
|
|
BLACKROCK MUNIASSETS FD INC (09254J102)
|
80,420 |
$1,275k |
|
|
Schlumberger Ltd (806857108)
|
31,103 |
$1,236k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
22,561 |
$1,233k |
|
|
PayPal Holdings Inc (70450Y103)
|
10,747 |
$1,230k |
|
|
ALPHABET INC (02079K305)
|
1,129 |
$1,222k |
|
|
V F CORP (918204108)
|
13,574 |
$1,186k |
|
|
WisdomTree International Equity (ETF) (97717W703)
|
22,993 |
$1,173k |
|
|
NOVARTIS AG (66987V109)
|
12,840 |
$1,172k |
|
|
BLACKROCK MUNI INTER DR FD I (09253X102)
|
83,323 |
$1,171k |
|
|
APACHE CORP (037411105)
|
39,410 |
$1,142k |
|
|
WISDOMTREE TRUST (97717X628)
|
43,141 |
$1,082k |
|
|
ABBOTT LABS (002824100)
|
12,509 |
$1,052k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
17,674 |
$1,013k |
|
|
Exxon Mobil Corp (30231G102)
|
12,858 |
$985k |
|
|
ORACLE CORP (68389X105)
|
15,726 |
$896k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
4,763 |
$880k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
26,028 |
$835k |
|
|
ARROW ELECTRS INC (042735100)
|
11,582 |
$825k |
|
|
JOHNSON CONTROLS INT (G51502105)
|
17,622 |
$728k |
|
|
WISDOMTREE TR (97717W315)
|
15,827 |
$707k |
|
|
PIMCO ETF TR (72201R833)
|
6,605 |
$672k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
9,315 |
$668k |
|
|
DISNEY WALT CO (254687106)
|
4,751 |
$663k |
|
|
ADIENT PLC (G0084W101)
|
26,953 |
$654k |
|
|
1/100 BERKSHIRE HTWY CLA 100 S (084990175)
|
200 |
$637k |
|
|
INTL BUSINESS MCHN (459200101)
|
4,610 |
$636k |
|
|
SPDR SER TR (78468R739)
|
12,861 |
$629k |
|
|
ISHARES TR (464288182)
|
8,318 |
$581k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
8,070 |
$577k |
|
|
VANGUARD WORLD FD (921910816)
|
4,393 |
$569k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
6,737 |
$561k |
|
|
WALMART INC COM (931142103)
|
5,052 |
$558k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
21,058 |
$553k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
10,396 |
$551k |
|
|
PIMCO Corporate Opportunity (72201B101)
|
29,995 |
$544k |
|
|
GENUINE PARTS CO (372460105)
|
5,211 |
$540k |
|
|
ISHARES TR (464287176)
|
4,514 |
$521k |
|
|
XCEL ENERGY INC (98389B100)
|
8,672 |
$516k |
|
|
CALAMOS CONV & HIGH INCOME F (12811P108)
|
46,594 |
$514k |
|
|
Caterpillar Inc (149123101)
|
3,755 |
$512k |
|
|
VANECK VECTORS ETF TR (92189F718)
|
34,250 |
$508k |
|
|
WISDOMTREE TR (97717W851)
|
10,395 |
$506k |
|
|
ISHARES (464287234)
|
11,526 |
$495k |
|
|
Facebook Inc (30303M102)
|
2,504 |
$483k |
|
|
ISHARES (464287465)
|
7,141 |
$469k |
|
|
GENERAL DYNAMICS (369550108)
|
2,490 |
$453k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
5,743 |
$450k |
|
|
WELLS FARGO CO NEW (949746101)
|
9,283 |
$439k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,496 |
$438k |
|
|
WISDOMTREE TR ITL HDG QTLY DIV (97717X594)
|
13,216 |
$432k |
|
|
GILEAD SCIENCES INC (375558103)
|
6,304 |
$426k |
|
|
BP PLC (055622104)
|
10,114 |
$422k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,555 |
$413k |
|
|
Deere & Co (244199105)
|
2,490 |
$413k |
|
|
EATON VANCE LTD DUR (27828H105)
|
32,391 |
$410k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
2,580 |
$404k |
|
|
INVESCO FRONTIER MARKETS ETF (46138E776)
|
27,850 |
$404k |
|
|
NVIDIA Corp (67066G104)
|
2,452 |
$403k |
|
|
NORDSTROM INC (655664100)
|
12,480 |
$398k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
5,638 |
$396k |
|
|
DIEBOLD NIXDORF (253651103)
|
41,325 |
$379k |
|
|
FASTENAL CO (311900104)
|
11,336 |
$369k |
|
|
US BANCORP DEL (902973304)
|
7,010 |
$367k |
|
|
ROCKWELL AUTOMATION (773903109)
|
2,205 |
$361k |
|
|
DOMINION ENERGY INC (25746U109)
|
4,498 |
$348k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
3,993 |
$345k |
|
|
INVESCO ACTIVELY MANAGD ETF (46090A887)
|
6,815 |
$343k |
|
|
PAYCHEX INC (704326107)
|
4,155 |
$342k |
|
|
DUKE ENERGY CORP (26441C204)
|
3,822 |
$337k |
|
|
3M CO (88579Y101)
|
1,936 |
$336k |
|
|
TARGET CORPORATION (87612E106)
|
3,861 |
$334k |
|
|
DuPont de Nemours Inc (26614N102)
|
4,436 |
$333k |
|
|
Lockheed Martin Corp (539830109)
|
905 |
$329k |
|
|
YUM BRANDS INC (988498101)
|
2,949 |
$326k |
|
|
NUVEEN MUN VALUE FD INC (670928100)
|
31,400 |
$320k |
|
|
COCA-COLA CO (191216100)
|
6,209 |
$316k |
|
|
HOME DEPOT INC (437076102)
|
1,492 |
$310k |
|
|
DNP SELECT INCOME FD (23325P104)
|
25,964 |
$307k |
|
|
Occidental Petroleum Corp (674599105)
|
6,043 |
$304k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,589 |
$297k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
807 |
$286k |
|
|
ALCON INC (H01301128)
|
4,606 |
$286k |
|
|
WD-40 CO (929236107)
|
1,785 |
$284k |
|
|
SPDR SERIES TRUST (78464A284)
|
4,853 |
$284k |
|
|
FIDELITY NATL INFO (31620M106)
|
2,246 |
$276k |
|
|
ALTRIA GROUP INC (02209S103)
|
5,784 |
$274k |
|
|
MERCK & CO INC (58933Y105)
|
3,239 |
$272k |
|
|
ISHARES INC (46434G822)
|
4,904 |
$268k |
|
|
THE HERSHEY COMPANY (427866108)
|
2,000 |
$268k |
|
|
ISHARES (464287184)
|
6,084 |
$260k |
|
|
Boeing Co/The (097023105)
|
715 |
$260k |
|
|
BANK MONTREAL QUE (063671101)
|
3,408 |
$257k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
2,799 |
$245k |
|
|
TEMPLETON GLOBAL INCOME FD (880198106)
|
38,050 |
$242k |
|
|
Madison Covered Call&Equity St (557437100)
|
36,417 |
$241k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,049 |
$239k |
|
|
VISA INC COM CL A (92826C839)
|
1,375 |
$239k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,117 |
$236k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
4,178 |
$235k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
1,900 |
$221k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,322 |
$221k |
|
|
Dow Inc (260557103)
|
4,436 |
$219k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
2,334 |
$208k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,428 |
$204k |
|
|
NUVEEN AMT FREE MUN CR INC F (67071L106)
|
10,525 |
$167k |
|
|
Putnam Master Intrm Inc Tr (746909100)
|
15,900 |
$73k |
|
|
BABCOCK & WILCOX ENTERPR (05614L209)
|
23,280 |
$8k |
|
|
Sandspring Resources Ltd. (800110504)
|
19,000 |
$3k |
|
|
WEATHERFORD INTERNATIONAL PLC (G48833100)
|
39,225 |
$2k |
|
|
National HealthCare Logs (63633Y108)
|
200,000 |
$0k |
|
|
American Green Group, Inc. (02639t200)
|
50,000 |
$0k |
|
|
Cambridge Heart (131910101)
|
25,000 |
$0k |
|
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