Legal Name: PEAK ASSET MANAGEMENT, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 15, 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)
|
106,603 |
$14,281k |
|
|
DISNEY WALT CO (254687106)
|
95,368 |
$13,317k |
|
|
S&P GLOBAL INC (78409V104)
|
56,451 |
$12,859k |
|
|
STRYKER CORP (863667101)
|
59,825 |
$12,299k |
|
|
PIMCO ETF TR (72201R833)
|
120,732 |
$12,284k |
|
|
Apple Inc (037833100)
|
61,497 |
$12,171k |
|
|
VISA INC COM CL A (92826C839)
|
68,241 |
$11,843k |
|
|
BECTON DICKINSON (075887109)
|
40,705 |
$10,258k |
|
|
CISCO SYSTEMS INC (17275R102)
|
178,527 |
$9,771k |
|
|
PEPSICO INC (713448108)
|
74,363 |
$9,751k |
|
|
ORACLE CORP (68389X105)
|
165,836 |
$9,448k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
41,128 |
$8,767k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
73,275 |
$8,192k |
|
|
INVESCO DYNAMIC PHARMACEUTICAL (46137V662)
|
134,828 |
$8,111k |
|
|
RAYTHEON (755111507)
|
45,830 |
$7,969k |
|
|
PACCAR INC (693718108)
|
103,319 |
$7,404k |
|
|
EMERSON ELEC CO (291011104)
|
103,603 |
$6,912k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
23,059 |
$6,756k |
|
|
ConocoPhillips (20825C104)
|
108,892 |
$6,642k |
|
|
ALPHABET INC (02079K305)
|
5,269 |
$5,705k |
|
|
SCHWAB STRATEGIC T (808524862)
|
108,527 |
$5,490k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
15,455 |
$5,480k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
16,941 |
$4,993k |
|
|
WELLS FARGO CO NEW (949746101)
|
102,610 |
$4,855k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
26,805 |
$4,168k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
82,396 |
$3,504k |
|
|
SPDR SERIES TRUST (78468r663)
|
37,896 |
$3,472k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1,000 |
$3,184k |
|
|
ISHARES TR (464287457)
|
37,437 |
$3,174k |
|
|
CANON INC (138006309)
|
105,424 |
$3,086k |
|
|
PIMCO ETF TR (72201R775)
|
26,800 |
$2,880k |
|
|
PROCTER & GAMBLE CO (742718109)
|
23,488 |
$2,575k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
23,729 |
$1,911k |
|
|
MASTERCARD INC (57636Q104)
|
7,195 |
$1,903k |
|
|
REPUBLIC SVCS INC (760759100)
|
21,668 |
$1,877k |
|
|
VANECK VECTORS ETF TR (92189H409)
|
28,031 |
$1,788k |
|
|
ISHARES TR (46432F396)
|
15,003 |
$1,779k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
16,367 |
$1,764k |
|
|
JOHNSON & JOHNSON (478160104)
|
12,227 |
$1,703k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
14,975 |
$1,667k |
|
|
INVESCO ACTIVELY MANAGD ETF (46090A887)
|
31,469 |
$1,585k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
20,402 |
$1,432k |
|
|
GOLAR LNG LTD (G9456A100)
|
74,686 |
$1,380k |
|
|
SPDR DOW JONES INDL (78467X109)
|
5,107 |
$1,358k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
23,695 |
$1,353k |
|
|
PFIZER INC (717081103)
|
31,223 |
$1,353k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
7,214 |
$1,347k |
|
|
MERCK & CO INC (58933Y105)
|
15,736 |
$1,319k |
|
|
ABBOTT LABS (002824100)
|
15,319 |
$1,288k |
|
|
EXCHANGE LISTED FDS TR (30151E814)
|
36,119 |
$1,241k |
|
|
AMERICAN MIDSTREAM PARTNERS CO (02752P100)
|
228,930 |
$1,184k |
|
|
ISHARES (464287465)
|
17,677 |
$1,162k |
|
|
Bristol-Myers Squibb Co (110122108)
|
24,470 |
$1,110k |
|
|
Exxon Mobil Corp (30231G102)
|
14,077 |
$1,079k |
|
|
Amazon.com Inc (023135106)
|
548 |
$1,038k |
|
|
TARGET CORPORATION (87612E106)
|
11,823 |
$1,024k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
3,388 |
$995k |
|
|
UNION PAC CORP (907818108)
|
5,577 |
$943k |
|
|
QUALCOMM INC (747525103)
|
11,776 |
$896k |
|
|
ISHARES (464287234)
|
19,885 |
$853k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
13,562 |
$826k |
|
|
BLACKROCK RES & COMM STRAT T (09257A108)
|
98,585 |
$806k |
|
|
NIKE INC (654106103)
|
9,541 |
$801k |
|
|
GILEAD SCIENCES INC (375558103)
|
11,723 |
$792k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
11,057 |
$790k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
7,086 |
$715k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
13,222 |
$701k |
|
|
3M CO (88579Y101)
|
3,844 |
$666k |
|
|
HCA HEALTHCARE (40412C101)
|
4,700 |
$635k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
3,765 |
$629k |
|
|
PROSHARES TR (74347B383)
|
20,050 |
$616k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
7,647 |
$599k |
|
|
PowerShares S&P Spin-Off ETF (46137V159)
|
10,973 |
$548k |
|
|
Alphabet Inc (02079K107)
|
486 |
$525k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
19,309 |
$507k |
|
|
Chevron Corp (166764100)
|
4,064 |
$506k |
|
|
VANGUARD INDEX FDS (922908637)
|
3,637 |
$490k |
|
|
GOLAR LNG PARTNERS LP (Y2745C102)
|
43,067 |
$487k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,814 |
$479k |
|
|
AT&T INC (00206R102)
|
13,508 |
$453k |
|
|
INTEL CORP (458140100)
|
9,458 |
$453k |
|
|
INTL BUSINESS MCHN (459200101)
|
3,152 |
$435k |
|
|
Facebook Inc (30303M102)
|
2,244 |
$433k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,772 |
$432k |
|
|
WOLVERINE WORLD WIDE INC COM (978097103)
|
15,100 |
$416k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
1,097 |
$405k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
12,396 |
$398k |
|
|
ISHARES U (464287739)
|
4,321 |
$377k |
|
|
ISHARES U S ETF TR (46431W507)
|
7,421 |
$373k |
|
|
ATLANTIC PWR CORP (04878Q863)
|
153,100 |
$371k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,892 |
$368k |
|
|
US BANCORP DEL (902973304)
|
6,803 |
$356k |
|
|
PROGRESSIVE CORP (743315103)
|
4,412 |
$353k |
|
|
Intuit Inc (461202103)
|
1,344 |
$351k |
|
|
ECOLAB INC (278865100)
|
1,776 |
$351k |
|
|
Schlumberger Ltd (806857108)
|
8,666 |
$344k |
|
|
CORNING INCORPORATED (219350105)
|
9,775 |
$325k |
|
|
ProShares Trust Short S&P500 (74347B425)
|
11,910 |
$317k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
5,428 |
$310k |
|
|
CHURCH & DWIGHT INC (171340102)
|
4,229 |
$309k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,639 |
$303k |
|
|
NUVEEN AMT FREE MUN CR INC F (67071L106)
|
18,800 |
$298k |
|
|
AMPHENOL CORPORATION (032095101)
|
3,109 |
$298k |
|
|
TRAVELERS CO(THE) (89417E109)
|
1,963 |
$294k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
2,573 |
$283k |
|
|
LABORATORY CORP AMER (50540R409)
|
1,600 |
$277k |
|
|
WISDOMTREE TR (97717W208)
|
3,513 |
$256k |
|
|
ISHARES TR (464289867)
|
5,513 |
$254k |
|
|
XCEL ENERGY INC (98389B100)
|
4,256 |
$253k |
|
|
ISHARES (464287879)
|
1,700 |
$253k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
2,015 |
$253k |
|
|
GENERAL ELECTRIC CO (369604103)
|
23,855 |
$250k |
|
|
Weyerhaeuser Co (962166104)
|
9,260 |
$244k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
3,002 |
$242k |
|
|
SOUTHERN CO (842587107)
|
4,300 |
$238k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,077 |
$235k |
|
|
NOW INC (67011P100)
|
15,300 |
$226k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,071 |
$219k |
|
|
BlackRock, Inc. (09247X101)
|
462 |
$217k |
|
|
SYSCO CORP (871829107)
|
2,975 |
$210k |
|
|
Bank of America Corp. (060505104)
|
7,115 |
$206k |
|
|
WISDOMTREE TR (97717W794)
|
4,298 |
$202k |
|
|
NUVEEN MUN INCOME FD INC (67062J102)
|
10,000 |
$112k |
|
|
MESA AIR GROUP INC COM NEW (590479135)
|
11,316 |
$103k |
|
|
NOKIA CORP (654902204)
|
11,425 |
$57k |
|
|
TASEKO MINES LTD (876511106)
|
72,000 |
$38k |
|
|
CHESAPEAKE ENERGY (165167107)
|
12,500 |
$24k |
|
|
TELIGENT INC NEW (87960W104)
|
12,756 |
$8k |
|
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