Legal Name: STRATEGIC CAPITAL ADVISERS, 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 |
|
SCHWAB STRATEGIC TR (808524102)
|
83,017 |
$5,855k |
|
|
SPDR S&P GLOBAL NATURAL RESOURCES ETF (78463X541)
|
107,393 |
$4,926k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
307,992 |
$4,158k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
16,944 |
$2,257k |
|
|
PayPal Holdings Inc (70450Y103)
|
18,511 |
$2,119k |
|
|
STARBUCKS CORP (855244109)
|
24,822 |
$2,081k |
|
|
WASTE MGMT INC DEL (94106L109)
|
17,940 |
$2,070k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
24,005 |
$1,716k |
|
|
US BANCORP DEL (902973304)
|
26,443 |
$1,386k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
23,059 |
$1,375k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
24,674 |
$1,308k |
|
|
LILLY ELI & CO (532457108)
|
11,713 |
$1,298k |
|
|
BB&T CORPORATION (054937107)
|
26,401 |
$1,297k |
|
|
VISA INC COM CL A (92826C839)
|
7,437 |
$1,291k |
|
|
BLACKSTONE GROUP (09253U108)
|
26,000 |
$1,155k |
|
|
MICROSOFT CORP (594918104)
|
8,000 |
$1,072k |
|
|
STRYKER CORP (863667101)
|
5,200 |
$1,069k |
|
|
Amazon.com Inc (023135106)
|
560 |
$1,060k |
|
|
CDN NATL RAILWAY (136375102)
|
11,463 |
$1,060k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
18,500 |
$1,057k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
5,150 |
$1,053k |
|
|
KIMBERLY CLARK CORP (494368103)
|
7,576 |
$1,010k |
|
|
Apple Inc (037833100)
|
5,100 |
$1,009k |
|
|
NIKE INC (654106103)
|
12,000 |
$1,007k |
|
|
UNILEVER PLC (904767704)
|
15,500 |
$961k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
1,800 |
$944k |
|
|
HOME DEPOT INC (437076102)
|
4,500 |
$936k |
|
|
ROYAL DUTCH SHELL (780259107)
|
14,200 |
$934k |
|
|
Alphabet Inc (02079K107)
|
853 |
$922k |
|
|
CLOROX CO (189054109)
|
6,000 |
$919k |
|
|
Lockheed Martin Corp (539830109)
|
2,500 |
$909k |
|
|
ALPHABET INC (02079K305)
|
788 |
$853k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
14,431 |
$824k |
|
|
JOHNSON & JOHNSON (478160104)
|
5,750 |
$801k |
|
|
Charles Schwab Corp/The (808513105)
|
18,400 |
$739k |
|
|
EMERSON ELEC CO (291011104)
|
11,000 |
$734k |
|
|
Caterpillar Inc (149123101)
|
5,000 |
$681k |
|
|
ONEOK Inc (682680103)
|
8,897 |
$612k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,000 |
$488k |
|
|
MASTERCARD INC (57636Q104)
|
1,841 |
$487k |
|
|
OLD DOMINION FREIGHT LINE INC (679580100)
|
2,899 |
$433k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
3,507 |
$392k |
|
|
Schlumberger Ltd (806857108)
|
9,000 |
$358k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
10,946 |
$351k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
4,215 |
$351k |
|
|
DuPont de Nemours Inc (26614N102)
|
4,666 |
$350k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
1,124 |
$330k |
|
|
3M CO (88579Y101)
|
1,726 |
$299k |
|
|
HONEYWELL INTL INC (438516106)
|
1,713 |
$299k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,878 |
$294k |
|
|
PEPSICO INC (713448108)
|
2,189 |
$287k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,421 |
$238k |
|
|
Exxon Mobil Corp (30231G102)
|
2,987 |
$229k |
|
|
BlackRock, Inc. (09247X101)
|
455 |
$213k |
|
|
ABBVIE INC (00287Y109)
|
2,786 |
$203k |
|
