Legal Name: PAULSON WEALTH MANAGEMENT INC.
報告期間:
Jun 30, 2019
有効日:
Jul 30, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
126,122 |
$16,299k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
100,114 |
$16,297k |
|
|
ISHARES (464287465)
|
197,538 |
$13,036k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
57,616 |
$8,913k |
|
|
ISHARES (464287234)
|
90,927 |
$3,903k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
169,866 |
$3,612k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
162,795 |
$3,432k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
79,663 |
$3,335k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
55,013 |
$3,177k |
|
|
SPDR SERIES TRUST (78464A649)
|
107,250 |
$3,122k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
142,256 |
$3,010k |
|
|
SPDR SERIES TRUST (78464A664)
|
77,245 |
$2,918k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
8,199 |
$2,474k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
7,422 |
$2,227k |
|
|
SPDR SERIES TRUST (78468r663)
|
20,130 |
$1,843k |
|
|
LAZARD LTD-CL A (G54050102)
|
48,762 |
$1,770k |
|
|
ISHARES TR (46434V571)
|
64,166 |
$1,641k |
|
|
ISHARES TR (46435G789)
|
61,281 |
$1,583k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
21,780 |
$1,097k |
|
|
ISHARES TR (46435G318)
|
42,345 |
$1,094k |
|
|
ISHARES TR (46435G755)
|
40,982 |
$1,074k |
|
|
ISHARES (46429B747)
|
10,106 |
$1,013k |
|
|
Apple Inc (037833100)
|
4,830 |
$1,009k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
8,469 |
$1,003k |
|
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
32,658 |
$978k |
|
|
IShares IBonds Sep 2019 Muni ( (46429B564)
|
37,504 |
$954k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
16,502 |
$878k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
7,535 |
$877k |
|
|
ISHARES (464287630)
|
7,325 |
$875k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
5,025 |
$855k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
7,454 |
$816k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
9,900 |
$771k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
6,928 |
$770k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
3,907 |
$763k |
|
|
PROSHARES TR (74348A467)
|
10,438 |
$736k |
|
|
ISHARES TR (46432F339)
|
7,737 |
$723k |
|
|
SPDR DOW JONES INDL (78467X109)
|
2,585 |
$707k |
|
|
ISHARES INC (464286533)
|
11,780 |
$694k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
6,038 |
$680k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,869 |
$666k |
|
|
TEXAS INSTRUMENTS (882508104)
|
5,364 |
$644k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,216 |
$621k |
|
|
MICROSOFT CORP (594918104)
|
4,374 |
$609k |
|
|
JOHNSON & JOHNSON (478160104)
|
4,452 |
$574k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
12,596 |
$538k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,940 |
$495k |
|
|
Exxon Mobil Corp (30231G102)
|
6,496 |
$490k |
|
|
PEPSICO INC (713448108)
|
3,666 |
$479k |
|
|
ALPHABET INC (02079K305)
|
416 |
$478k |
|
|
AT&T INC (00206R102)
|
14,469 |
$464k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
8,954 |
$459k |
|
|
SPDR SERIES TRUST (78464A805)
|
12,084 |
$450k |
|
|
CIGNA CORP (125523100)
|
2,604 |
$448k |
|
|
QUALCOMM INC (747525103)
|
6,004 |
$445k |
|
|
3M CO (88579Y101)
|
2,448 |
$435k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
4,694 |
$433k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,899 |
$429k |
|
|
MCDONALDS CORP (580135101)
|
1,980 |
$424k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
5,001 |
$410k |
|
|
Chevron Corp (166764100)
|
3,230 |
$406k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
7,176 |
$392k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
6,952 |
$386k |
|
|
ISHA (464287101)
|
2,900 |
$385k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,380 |
$385k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,538 |
$382k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
7,065 |
$382k |
|
|
COCA-COLA CO (191216100)
|
6,891 |
$374k |
|
|
WALMART INC COM (931142103)
|
3,297 |
$370k |
|
|
INVESCO EXCHANGE TRADED FD TR (46137Y401)
|
5,067 |
$367k |
|
|
Lockheed Martin Corp (539830109)
|
1,020 |
$365k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
10,125 |
$363k |
|
|
WISDOMTREE TR (97717W125)
|
9,574 |
$361k |
|
|
MERCK & CO INC (58933Y105)
|
4,338 |
$356k |
|
|
INTEL CORP (458140100)
|
6,785 |
$351k |
|
|
PFIZER INC (717081103)
|
8,012 |
$345k |
|
|
ABBVIE INC (00287Y109)
|
5,086 |
$344k |
|
|
BLOOM ENERGY CORP CL A COM (093712107)
|
32,042 |
$336k |
|
|
CISCO SYSTEMS INC (17275R102)
|
5,792 |
$334k |
|
|
Booking Holdings, Inc. (09857L108)
|
172 |
$327k |
|
|
ISHARES (464288877)
|
6,774 |
$326k |
|
|
SPDR SERIES TRUST (78464A508)
|
9,743 |
$311k |
|
|
SPDR SERIES TRUST (78464A839)
|
5,962 |
$307k |
|
|
WISDOMTREE TR (97717X313)
|
10,837 |
$300k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,577 |
$292k |
|
|
EMERSON ELEC CO (291011104)
|
4,265 |
$285k |
|
|
HONEYWELL INTL INC (438516106)
|
1,600 |
$280k |
|
|
ABBOTT LABS (002824100)
|
3,114 |
$276k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,371 |
$267k |
|
|
UNION PAC CORP (907818108)
|
1,487 |
$258k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
8,902 |
$252k |
|
|
SPDR SERIES TRUST (78468R770)
|
3,357 |
$240k |
|
|
HOME DEPOT INC (437076102)
|
1,122 |
$239k |
|
|
SPDR SER TR (78468R739)
|
4,877 |
$239k |
|
|
WINTRUST FINL CORP (97650W108)
|
3,493 |
$238k |
|
|
SPDR SERIES TRUST (78464A359)
|
4,271 |
$230k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E206)
|
8,373 |
$226k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
3,131 |
$226k |
|
|
SPDR SERIES TRUST (78464A847)
|
6,167 |
$211k |
|
|
VANECK VECTORS ETF TR (92189H201)
|
4,221 |
$211k |
|
|
INVESCO EXCHNG TRADED FD TR (46138e735)
|
6,933 |
$207k |
|
|
PIMCO ETF TR (72201R833)
|
2,037 |
$207k |
|
|
Taiwan Semiconductor Manufactu (874039100)
|
4,660 |
$207k |
|
|
GENWORTH FINANCIAL (37247D106)
|
12,938 |
$50k |
|
|
BLACKROCK CAPITAL INVESTMENT CORP (092533AC2)
|
25,000 |
$25k |
|
|
QuickLogic Corporation (74837P108)
|
15,633 |
$8k |
|
|
INVIVO THERAPEUTICS HLDGS CO (46186M407)
|
11,250 |
$7k |
|
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