Legal Name: SIGNATURE FINANCIAL MANAGEMENT INC
報告期間:
Dec 31, 2018
有効日:
Feb 13, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
395,024 |
$98,723k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
1,278,569 |
$30,456k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
1,293,148 |
$30,429k |
|
|
ISHARES TR (46434V886)
|
770,483 |
$21,643k |
|
|
SONOCO PRODS (835495102)
|
391,433 |
$20,797k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
599,439 |
$16,991k |
|
|
ISHARES TR (464288257)
|
263,434 |
$16,899k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
241,897 |
$15,839k |
|
|
MURPHY USA INC (626755102)
|
141,377 |
$10,833k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
35 |
$10,710k |
|
|
MURPHY OIL CORP (626717102)
|
444,154 |
$10,389k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
46,651 |
$9,523k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
55,228 |
$7,044k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
143,772 |
$6,752k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
174,018 |
$6,630k |
|
|
S&P GLOBAL INC (78409V104)
|
35,698 |
$6,067k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
91,949 |
$5,509k |
|
|
MASTERCARD INC (57636Q104)
|
23,452 |
$4,424k |
|
|
HORMEL FOODS CORP (440452100)
|
93,940 |
$4,009k |
|
|
MICROSOFT CORP (594918104)
|
34,439 |
$3,497k |
|
|
POTLATCHDELTIC CORP (737630103)
|
107,945 |
$3,416k |
|
|
COMCAST CORP (20030N101)
|
98,854 |
$3,366k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
52,166 |
$2,870k |
|
|
Alphabet Inc (02079K107)
|
2,669 |
$2,766k |
|
|
Apple Inc (037833100)
|
14,898 |
$2,352k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
10,122 |
$2,327k |
|
|
ALPHABET INC (02079K305)
|
1,973 |
$2,059k |
|
|
TRI CONTL CORP (895436103)
|
86,114 |
$2,025k |
|
|
WELLS FARGO CO NEW (949746101)
|
39,809 |
$1,836k |
|
|
INTEL CORP (458140100)
|
34,592 |
$1,623k |
|
|
MARKEL CORP (570535104)
|
1,497 |
$1,554k |
|
|
JOHNSON & JOHNSON (478160104)
|
11,876 |
$1,531k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
15,522 |
$1,518k |
|
|
NORFOLK SOUTHERN (655844108)
|
9,405 |
$1,407k |
|
|
Exxon Mobil Corp (30231G102)
|
20,146 |
$1,373k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
13,803 |
$1,353k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
9,880 |
$1,327k |
|
|
Amazon.com Inc (023135106)
|
845 |
$1,271k |
|
|
Charles Schwab Corp/The (808513105)
|
29,934 |
$1,243k |
|
|
TOWNEBANK PORTSMOUTH VA (89214P109)
|
50,358 |
$1,207k |
|
|
KAYNE ANDERS MLP/MID (486606106)
|
86,572 |
$1,191k |
|
|
GRANITE CONSTR INC (387328107)
|
28,990 |
$1,168k |
|
|
UDR INC (902653104)
|
28,122 |
$1,115k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
28,759 |
$1,067k |
|
|
PROCTER & GAMBLE CO (742718109)
|
11,397 |
$1,049k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
21,934 |
$1,033k |
|
|
MCDONALDS CORP (580135101)
|
5,495 |
$976k |
|
|
DANAHER CORP (235851102)
|
9,019 |
$930k |
|
|
PFIZER INC (717081103)
|
21,089 |
$920k |
|
|
COCA-COLA CO (191216100)
|
19,172 |
$907k |
|
|
RED HAT INC (756577102)
|
5,048 |
$886k |
|
|
MERCK & CO INC (58933Y105)
|
10,958 |
$838k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
12,722 |
$789k |
|
|
LINCOLN NATL CORP (534187109)
|
15,000 |
$770k |
|
|
Gildan Activewear Inc (375916103)
|
25,282 |
$768k |
|
|
DISNEY WALT CO (254687106)
|
6,961 |
$763k |
|
|
UNITED TECHNOLOGIES (913017109)
|
6,550 |
$697k |
|
|
FRANKLIN ELEC INC (353514102)
|
16,000 |
$686k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,994 |
$681k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
14,714 |
$672k |
|
|
CISCO SYSTEMS INC (17275R102)
|
14,730 |
$638k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,289 |
$577k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
10,202 |
$571k |
|
|
3M CO (88579Y101)
|
2,970 |
$566k |
|
|
FORTIVE CORPORATION (34959J108)
|
8,354 |
$565k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
7,992 |
$554k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
3,167 |
$529k |
|
|
VANGUARD GROUP (921908844)
|
5,315 |
$521k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
3,026 |
$502k |
|
|
NIKE INC (654106103)
|
6,710 |
$498k |
|
|
ISHARES (464287465)
|
8,449 |
$496k |
|
|
ENERGY TRANSFER LP (29273V100)
|
37,445 |
$495k |
|
|
ACTIVISION BLIZZARD INC (00507V109)
|
10,061 |
$469k |
|
|
AMERICAN WTR WKS CO (030420103)
|
5,015 |
$456k |
|
|
ANTHEM INC (036752103)
|
1,732 |
$455k |
|
|
Bank of America Corp. (060505104)
|
17,399 |
$430k |
|
|
EMERSON ELEC CO (291011104)
|
6,633 |
$396k |
|
|
FEDEX CORP (31428X106)
|
2,421 |
$390k |
|
|
PEPSICO INC (713448108)
|
3,502 |
$385k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
3,406 |
$371k |
|
|
ABBOTT LABS (002824100)
|
5,111 |
$369k |
|
|
PNC FINL SVCS GRP (693475105)
|
3,100 |
$362k |
|
|
ALTRIA GROUP INC (02209S103)
|
7,013 |
$347k |
|
|
BB&T CORPORATION (054937107)
|
7,981 |
$346k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,502 |
$338k |
|
|
WALMART INC COM (931142103)
|
3,620 |
$338k |
|
|
Deere & Co (244199105)
|
2,227 |
$333k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
3,682 |
$320k |
|
|
ABBVIE INC (00287Y109)
|
3,457 |
$318k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
2,995 |
$317k |
|
|
Verisk Analytics Inc (92345Y106)
|
2,902 |
$317k |
|
|
DowDuPont, Inc. (26078j100)
|
5,866 |
$314k |
|
|
DOMINION ENERGY INC (25746U109)
|
4,353 |
$312k |
|
|
ROYAL BANK CDA (780087102)
|
4,522 |
$310k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
2,319 |
$307k |
|
|
Facebook Inc (30303M102)
|
2,290 |
$301k |
|
|
Caterpillar Inc (149123101)
|
2,344 |
$300k |
|
|
HCA HEALTHCARE (40412C101)
|
2,410 |
$300k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,175 |
$300k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
3,018 |
$299k |
|
|
INTL FLAVORS & FRAGR (459506101)
|
2,209 |
$297k |
|
|
Ameris Bancorp (03076K108)
|
9,263 |
$293k |
|
|
SOUTHERN CO (842587107)
|
6,323 |
$278k |
|
|
ConocoPhillips (20825C104)
|
4,440 |
$276k |
|
|
HOME DEPOT INC (437076102)
|
1,601 |
$276k |
|
|
ECOLAB INC (278865100)
|
1,869 |
$275k |
|
|
AT&T INC (00206R102)
|
9,095 |
$261k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,022 |
$255k |
|
|
ALLSTATE CORP (020002101)
|
3,026 |
$250k |
|
|
HONEYWELL INTL INC (438516106)
|
1,857 |
$246k |
|
|
CBRE GROUP INC (12504L109)
|
5,960 |
$239k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
4,562 |
$233k |
|
|
DESPEGAR COM CORP (G27358103)
|
18,533 |
$230k |
|
|
RAYTHEON (755111507)
|
1,463 |
$225k |
|
|
ROYAL DUTCH SHELL (780259107)
|
3,680 |
$221k |
|
|
CERNER CORP (156782104)
|
4,198 |
$220k |
|
|
CBS CORPORATION (124857202)
|
5,012 |
$219k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,252 |
$217k |
|
|
GENERAL MILLS INC (370334104)
|
5,540 |
$216k |
|
|
American Express Co. (025816109)
|
2,232 |
$212k |
|
|
NORWEGIAN CRUISE LINE HLDG L (G66721104)
|
4,915 |
$208k |
|
|
KIMBELL RTY PARTNERS LP (49435R102)
|
13,344 |
$181k |
|
|
GENERAL ELECTRIC CO (369604103)
|
20,225 |
$156k |
|
|
AMERICA MOVIL (02364W105)
|
10,000 |
$143k |
|
|
ATOMERA INC 00500 (04965b100)
|
49,800 |
$143k |
|
|
SUMMIT MATLS INC (86614U100)
|
10,000 |
$124k |
|
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