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報告されたホールディングス
Stearns Financial Services Group Inc

Legal Name: STEARNS FINANCIAL SERVICES GROUP INC

報告期間: Jun 30, 2019
有効日: Aug 14, 2019

セキュリティ 保有株式/元本 市場価格 オプション
SCHWAB STRATEGIC T (808524862) 730,006 $36,931k
Hartford Multifactor Dev Mkts (518416102) 1,283,701 $36,149k
ISHARES TR 3 7 YR TREAS BD (464288661) 203,472 $25,589k
ISHARES GOLD TRUST ISHARES (464285105) 1,125,460 $15,194k
ISHARES TR RUS MD CP GR ETF (464287481) 69,059 $9,847k
SCHWAB STRATEGIC TR (808524102) 110,184 $7,771k
MICROSOFT CORP (594918104) 50,791 $6,804k
Berkshire Hathaway, Inc. (084670702) 27,748 $5,915k
SCHWAB STRATEGIC TR (808524706) 220,830 $5,795k
JOHNSON & JOHNSON (478160104) 38,799 $5,404k
Apple Inc (037833100) 19,745 $3,908k
INTEL CORP (458140100) 79,359 $3,799k
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101) 115,722 $3,472k
ISHARES (464288877) 70,175 $3,373k
PEPSICO INC (713448108) 25,682 $3,368k
ISHARES (464287465) 47,883 $3,147k
Chevron Corp (166764100) 22,102 $2,750k
CISCO SYSTEMS INC (17275R102) 50,081 $2,741k
LOWES CO (548661107) 27,014 $2,726k
SCHWAB STRATEGIC TRUST (808524409) 46,765 $2,625k
UNITED TECHNOLOGIES (913017109) 19,860 $2,586k
SCHWAB STRATEGIC TR (808524805) 74,803 $2,400k
Exxon Mobil Corp (30231G102) 30,887 $2,367k
ISHARES TR RUSSELL 2000 ETF (464287655) 14,155 $2,201k
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300) 25,029 $2,083k
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605) 71,622 $1,977k
3M CO (88579Y101) 11,166 $1,936k
BB&T CORPORATION (054937107) 38,808 $1,907k
ORACLE CORP (68389X105) 28,157 $1,604k
ADP (053015103) 9,681 $1,601k
ABBOTT LABS (002824100) 17,816 $1,498k
HOME DEPOT INC (437076102) 7,175 $1,492k
PROCTER & GAMBLE CO (742718109) 13,533 $1,484k
ISHARES (464288885) 17,257 $1,394k
SYSCO CORP (871829107) 19,286 $1,364k
MCDONALDS CORP (580135101) 6,390 $1,327k
JPMORGAN CHASE & CO (46625H100) 11,660 $1,304k
ALPHABET INC (02079K305) 1,175 $1,272k
ISHARES TR (46435G516) 18,877 $1,214k
PFIZER INC (717081103) 26,856 $1,163k
INTL BUSINESS MCHN (459200101) 8,008 $1,104k
Boeing Co/The (097023105) 3,016 $1,098k
Bank of America Corp. (060505104) 36,687 $1,064k
UNITED PARCEL SERVIC (911312106) 10,192 $1,053k
iShares MSCI USA ESG Select ET (464288802) 8,605 $1,049k
Amazon.com Inc (023135106) 512 $970k
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797) 18,240 $968k
ConocoPhillips (20825C104) 15,510 $946k
INVESCO QQQ TR UNIT SER 1 (46090E103) 4,787 $894k
TEXAS INSTRUMENTS (882508104) 7,614 $874k
ABBVIE INC (00287Y109) 11,963 $870k
AT&T INC (00206R102) 25,921 $869k
COCA-COLA CO (191216100) 16,598 $845k
STRYKER CORP (863667101) 3,996 $822k
ALTRIA GROUP INC (02209S103) 17,017 $806k
UNION PAC CORP (907818108) 4,572 $773k
PAYCHEX INC (704326107) 8,673 $714k
ILLINOIS TOOL WORKS (452308109) 4,720 $712k
AMGEN INC (031162100) 3,729 $687k
Alphabet Inc (02079K107) 634 $685k
SPDR SERIES TRUST (78468R747) 8,847 $652k
BERKSHIRE HATHAWAY (084670108) 2 $637k
ISHARES TR (464287572) 12,691 $620k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 2,103 $616k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) 8,260 $590k
SELECT SECTOR SPDR (81369Y506) 8,855 $564k
SELECT SECTOR SPDR (81369Y704) 6,867 $532k
KIMBERLY CLARK CORP (494368103) 3,915 $522k
SUNTRUST BANKS INC (867914103) 8,195 $515k
NOVARTIS AG (66987V109) 5,405 $494k
DUKE ENERGY CORP (26441C204) 5,587 $493k
MERCK & CO INC (58933Y105) 5,884 $493k
CVS HEALTH CORP (126650100) 8,656 $472k
ISHARES TR RUS 1000 GRW ETF (464287614) 2,933 $462k
PHILIP MORRIS INTL (718172109) 5,872 $461k
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209) 4,847 $449k
SPDR GOLD TR GOLD (78463V107) 3,356 $447k
ISHARES TR (46432F339) 4,581 $419k
NORTHERN TR CORP (665859104) 4,340 $391k
QUALCOMM INC (747525103) 5,014 $381k
FASTENAL CO (311900104) 11,555 $377k
TOTAL SA (89151E109) 6,372 $355k
CSX CORP (126408103) 4,568 $353k
AFLAC INC (001055102) 6,314 $346k
NUSHARES ETF TR (67092P201) 9,056 $337k
Bristol-Myers Squibb Co (110122108) 7,196 $326k
SCHWAB STRATEGIC TR (808524888) 9,403 $307k
ISHARES TR CORE US AGGBD ET (464287226) 2,716 $303k
DANAHER CORP (235851102) 2,069 $296k
COLGATE PALMOLIVE CO (194162103) 3,996 $286k
ISHARES MSCI KLD 400 SOCIAL ETF (464288570) 2,573 $281k
Caterpillar Inc (149123101) 2,051 $280k
BROWN FORMAN CORP (115637209) 5,023 $278k
EMERSON ELEC CO (291011104) 4,147 $277k
ISHARES TR CORE S&P500 ETF (464287200) 920 $271k
NUSHARES ETF TR (67092P409) 8,067 $271k
DISNEY WALT CO (254687106) 1,908 $266k
MONDELEZ INTL INC (609207105) 4,912 $265k
V F CORP (918204108) 2,991 $261k
NORFOLK SOUTHERN (655844108) 1,287 $257k
NUSHARES ETF TR (67092P300) 8,349 $253k
ISHARES (464287234) 5,669 $243k
ISHARES TR (464287325) 3,943 $243k
TARGET CORPORATION (87612E106) 2,739 $237k
UNITEDHEALTH GRP INC (91324P102) 939 $229k
Booking Holdings, Inc. (09857L108) 119 $223k
salesforce.com Inc (79466L302) 1,445 $219k
VANECK MERK GOLD TRUST (921078101) 14,924 $206k
LINCOLN NATL CORP (534187109) 3,181 $205k
LILLY ELI & CO (532457108) 1,837 $204k
ISHARES TR RUS 1000 ETF (464287622) 1,027 $167k
GENERAL ELECTRIC CO (369604103) 15,435 $162k
ISHARES (464287168) 1,550 $154k
SPDR SERIES TRUST (78464A706) 1,680 $143k
ISHARES (464288646) 2,474 $132k
SPDR SERIES TRUST (78464A805) 3,347 $122k
ISHARES RUS (464287689) 645 $111k
FS INVESTMENT CORPORATION (302635107) 17,815 $106k
ISHARES TR S&P 500 GRWT ETF (464287309) 540 $97k
ISHARES TR RUS MID CAP ETF (464287499) 1,650 $92k
SPDR S&P DIVIDEND (78464A763) 899 $91k
ISHARES TR (464287176) 646 $75k
SCHWAB STRATEGIC TR (808524201) 971 $68k
ISHARES TR (464287457) 547 $46k
ISHARES TR CORE S&P MCP ETF (464287507) 237 $46k
ISHARES U (464287739) 459 $40k
Schwab Aggregate Bond ETF (SCH (808524839) 757 $40k
SELECT SECTOR SPDR (81369Y803) 450 $35k
ISHARES TR RUS 2000 GRW ETF (464287648) 163 $33k
Tesla Inc (88160R101) 115 $26k
TESLA INC (88160RAC5) 25,000 $24k
ISHARES TR RUS 1000 VAL ETF (464287598) 178 $23k
VANGUARD BD INDEX FD INC (921937793) 228 $22k
ISHARES NORTH AMERICAN NATURAL RESOURCES (464287374) 642 $20k
ISHARES (464288612) 157 $18k
ISHARES TR JPMORGAN USD EMG (464288281) 146 $17k
SCHWAB STRATEGIC TR (808524854) 311 $17k
ISHARES TR CORE S&P TTL STK (464287150) 240 $16k
Ishares Core 1-5 Year Usd Bond Etf (46432F859) 322 $16k
ISHARES (464287879) 101 $15k
SELECT SECTOR SPDR (81369Y407) 121 $14k
ISHARES TR 20 YR TR BD ETF (464287432) 98 $13k
ISHARES TR S&P MC 400GR ETF (464287606) 59 $13k
ISHARES TR (464288687) 300 $11k
SCHWAB STRATEGIC TR US REIT ETF (808524847) 135 $6k
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308) 85 $5k
ISHARES (464287242) 26 $3k
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508) 51 $3k
ISHARES (464288273) 19 $1k
SPDR SERIES TRUST (78464A821) 21 $1k
SPDR SERIES TRUST (78464A839) 24 $1k
SPDR SERIES TRUST (78464A201) 16 $1k
SPDR SERIES TRUST (78464A300) 18 $1k
ISHARES TR IBOXX HI YD ETF (464288513) 4 $0k

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最近検索された企業

TCG Capital Management LP Promanage LLC KEB Asset Management LLC First National Bank of Omaha Trinity HUNT Management LP Cougar Global Investments Limited Stonebridge Advisors LLC Biondo Investment Advisors LLC The Financial Advisors LLC AMI Asset Management Corp NN Investment Partners North America LLC Medley Partners Management LLC Capital Performance Advisors LLP Laurel Wealth Advisors LLC Antarctica Investment Advisors LLC REDW Stanley Financial Advisors LLC Blue Prairie Groupllc Crawford Lake Capital Management LLC GILL Capital Partners LLC Clarity Financial LLC

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