Legal Name: PRIVATE VISTA, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 19, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR (46434V803)
|
1,858,792 |
$55,439k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
678,744 |
$53,143k |
|
|
Invesco BulletShares 2025 Corp Bd ETF (46138J825)
|
1,221,502 |
$25,837k |
|
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
1,083,763 |
$23,034k |
|
|
ULTA BEAUTY INC (90384S303)
|
56,790 |
$19,700k |
|
|
WISDOMTREE LARGECAP DIV (97717W307)
|
194,210 |
$18,821k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J601)
|
524,212 |
$12,646k |
|
|
WISDOMTREE TR (97717W794)
|
258,874 |
$12,194k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
536,431 |
$11,481k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J809)
|
373,286 |
$9,230k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
90,566 |
$9,138k |
|
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
340,084 |
$7,189k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J403)
|
270,871 |
$6,494k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
18,400 |
$5,390k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
24,155 |
$5,151k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
239,600 |
$5,074k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
31,291 |
$4,926k |
|
|
INDEXIQ ETF TR (45409B107)
|
158,261 |
$4,813k |
|
|
ISHARES (464287630)
|
34,658 |
$4,184k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
32,164 |
$4,092k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
67,250 |
$3,773k |
|
|
MICROSOFT CORP (594918104)
|
26,507 |
$3,552k |
|
|
WISDOMTREE TR (97717W604)
|
123,294 |
$3,341k |
|
|
WISDOMTREE TR (97717W315)
|
63,638 |
$2,843k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
18,400 |
$2,773k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
125,037 |
$2,659k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
36,854 |
$2,602k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V548)
|
147,815 |
$2,413k |
|
|
ISHARES (464287465)
|
34,709 |
$2,282k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
98,053 |
$2,066k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
23,126 |
$1,926k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
5,882 |
$1,869k |
|
|
Apple Inc (037833100)
|
8,383 |
$1,662k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
10,520 |
$1,636k |
|
|
AT&T INC (00206R102)
|
47,925 |
$1,604k |
|
|
RLI CORP (749607107)
|
18,364 |
$1,573k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
8,629 |
$1,545k |
|
|
PEPSICO INC (713448108)
|
11,425 |
$1,498k |
|
|
Amazon.com Inc (023135106)
|
789 |
$1,493k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
28,306 |
$1,457k |
|
|
EMCOR GROUP INC (29084Q100)
|
16,082 |
$1,417k |
|
|
MCDONALDS CORP (580135101)
|
6,471 |
$1,344k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
23,049 |
$1,287k |
|
|
PROCTER & GAMBLE CO (742718109)
|
11,033 |
$1,208k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
6,235 |
$1,162k |
|
|
W P CAREY INC (92936U109)
|
14,100 |
$1,144k |
|
|
CBOE GLOBAL MARKETS INC (12503M108)
|
10,951 |
$1,135k |
|
|
Chevron Corp (166764100)
|
8,852 |
$1,102k |
|
|
ISHARES (464287234)
|
25,301 |
$1,086k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
5,395 |
$1,083k |
|
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
15,376 |
$1,061k |
|
|
JOHNSON & JOHNSON (478160104)
|
7,514 |
$1,046k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
9,339 |
$1,045k |
|
|
Exxon Mobil Corp (30231G102)
|
13,284 |
$1,019k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,433 |
$1,011k |
|
|
ISHARES U (464287739)
|
11,510 |
$1,005k |
|
|
ISHARES (464287879)
|
6,555 |
$975k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
13,335 |
$819k |
|
|
WISDOMTREE TR (97717W760)
|
12,516 |
$814k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
7,012 |
$782k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,631 |
$777k |
|
|
CISCO SYSTEMS INC (17275R102)
|
13,117 |
$718k |
|
|
Mfc Flexshares TR Stoxx Global Broad Infrastructure Index Fd (33939L795)
|
14,014 |
$715k |
|
|
Boeing Co/The (097023105)
|
1,933 |
$702k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
30,727 |
$697k |
|
|
UNION PAC CORP (907818108)
|
4,101 |
$697k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
12,088 |
$690k |
|
|
STARBUCKS CORP (855244109)
|
8,020 |
$671k |
|
|
FLEXSHARES TR (33939L787)
|
10,301 |
$653k |
|
|
MERCK & CO INC (58933Y105)
|
7,688 |
$644k |
|
|
ALPHABET INC (02079K305)
|
564 |
$610k |
|
|
First Trust Energy Income and Growth Fund (33738G104)
|
27,282 |
$610k |
|
|
Bank of America Corp. (060505104)
|
19,476 |
$565k |
|
|
WASTE MGMT INC DEL (94106L109)
|
4,881 |
$563k |
|
|
ENTERPRISE PRODS (293792107)
|
19,407 |
$560k |
|
|
CME GROUP INC (12572Q105)
|
2,777 |
$540k |
|
|
UNITED TECHNOLOGIES (913017109)
|
4,051 |
$527k |
|
|
PFIZER INC (717081103)
|
12,125 |
$525k |
|
|
DISNEY WALT CO (254687106)
|
3,695 |
$516k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
9,412 |
$513k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
15,935 |
$511k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
3,214 |
$503k |
|
|
SPDR SERIES TRUST (78464A607)
|
4,900 |
$484k |
|
|
Alphabet Inc (02079K107)
|
442 |
$480k |
|
|
HCP INC (40414L109)
|
14,835 |
$475k |
|
|
BOSTON PROPERTIES INC (101121101)
|
3,678 |
$474k |
|
|
VANGUARD GROUP (921908844)
|
3,984 |
$460k |
|
|
ABBOTT LABS (002824100)
|
5,334 |
$448k |
|
|
BP PLC (055622104)
|
10,384 |
$434k |
|
|
ONEOK Inc (682680103)
|
6,304 |
$434k |
|
|
Facebook Inc (30303M102)
|
2,237 |
$432k |
|
|
S&P GLOBAL INC (78409V104)
|
1,896 |
$432k |
|
|
ORACLE CORP (68389X105)
|
7,474 |
$426k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
1,428 |
$418k |
|
|
VISA INC COM CL A (92826C839)
|
2,371 |
$414k |
|
|
EXELON CORP (30161N101)
|
8,635 |
$413k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,444 |
$409k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,148 |
$408k |
|
|
HOME DEPOT INC (437076102)
|
1,948 |
$406k |
|
|
Mfc Flexshares TR TR IBoxx 3 Yr Target Duration TIPS Index Fd (33939L506)
|
16,400 |
$404k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
2,300 |
$399k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
3,502 |
$396k |
|
|
WINTRUST FINL CORP (97650W108)
|
5,374 |
$393k |
|
|
FLEXSHARES TR (33939L837)
|
16,712 |
$384k |
|
|
ECOLAB INC (278865100)
|
1,925 |
$380k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
4,583 |
$369k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,849 |
$368k |
|
|
ABBVIE INC (00287Y109)
|
4,851 |
$350k |
|
|
CSX CORP (126408103)
|
4,510 |
$349k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
4,882 |
$349k |
|
|
PHILIP MORRIS INTL (718172109)
|
4,225 |
$332k |
|
|
FLEXSHARES TR (33939L811)
|
15,082 |
$331k |
|
|
SPDR SERIES TRUST (78468R622)
|
3,037 |
$330k |
|
|
ROYCE VALUE TR INC (780910105)
|
23,411 |
$326k |
|
|
YUM BRANDS INC (988498101)
|
2,670 |
$295k |
|
|
EATON CORPORATION (G29183103)
|
3,474 |
$289k |
|
|
COMCAST CORP (20030N101)
|
6,842 |
$288k |
|
|
FIFTH THIRD BANCORP (316773100)
|
10,312 |
$288k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,913 |
$284k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,529 |
$282k |
|
|
CROWN CASTLE INTL (22822V101)
|
2,153 |
$282k |
|
|
COCA-COLA CO (191216100)
|
5,481 |
$281k |
|
|
Lockheed Martin Corp (539830109)
|
773 |
$281k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,137 |
$277k |
|
|
American Express Co. (025816109)
|
2,228 |
$276k |
|
|
ISHARES TR (46435G334)
|
8,300 |
$268k |
|
|
COHEN & STEERS LTD (19248C105)
|
10,600 |
$264k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,552 |
$263k |
|
|
C H Robinson Worldwide (12541W209)
|
3,068 |
$260k |
|
|
AQUA AMERICA INC (03836W103)
|
6,258 |
$259k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,807 |
$258k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
6,109 |
$256k |
|
|
INTEL CORP (458140100)
|
5,257 |
$253k |
|
|
ALTRIA GROUP INC (02209S103)
|
5,287 |
$250k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,875 |
$250k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
3,903 |
$249k |
|
|
CLOROX CO (189054109)
|
1,533 |
$234k |
|
|
GRUBHUB INC (400110102)
|
2,979 |
$233k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
2,022 |
$230k |
|
|
TAKE-TWO INTERACTIVE (874054109)
|
1,994 |
$226k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
2,600 |
$226k |
|
|
DANAHER CORP (235851102)
|
1,560 |
$222k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
21,769 |
$214k |
|
|
BCE INC (05534B760)
|
4,667 |
$213k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
886 |
$213k |
|
|
BAXTER INTL INC (071813109)
|
2,542 |
$209k |
|
|
3M CO (88579Y101)
|
1,167 |
$203k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
7,758 |
$203k |
|
|
DUKE ENERGY CORP (26441C204)
|
2,282 |
$202k |
|
|
Barrick Gold Corp (067901108)
|
10,000 |
$158k |
|
|
GENERAL ELECTRIC CO (369604103)
|
11,319 |
$119k |
|
|
GROUPON INC (399473107)
|
14,827 |
$53k |
|
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