Legal Name: SUMMIT ASSET MANAGEMENT LLC
報告期間:
Jun 30, 2019
有効日:
Aug 7, 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 US DIVIDEND EQ (808524797)
|
449,232 |
$23,841k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
288,372 |
$16,463k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
192,085 |
$15,983k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
458,611 |
$14,717k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
244,823 |
$13,744k |
|
|
WISDOMTREE TR ITL HDG QTLY DIV (97717X594)
|
344,208 |
$11,262k |
|
|
SPDR DOW JONES INDL (78467X109)
|
42,229 |
$11,227k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
123,756 |
$9,688k |
|
|
Deutsche X-Trackers Europe Hed (233051853)
|
299,174 |
$8,706k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
38,813 |
$8,274k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
133,702 |
$7,340k |
|
|
ISHARES TR (464288307)
|
14,382 |
$3,618k |
|
|
PROCTER & GAMBLE CO (742718109)
|
23,882 |
$2,619k |
|
|
Apple Inc (037833100)
|
12,070 |
$2,389k |
|
|
IDEXX LABS INC (45168D104)
|
8,245 |
$2,270k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
700 |
$2,228k |
|
|
Exxon Mobil Corp (30231G102)
|
26,680 |
$2,045k |
|
|
AUTOZONE INC (053332102)
|
1,757 |
$1,932k |
|
|
JERNIGAN CAP INC (476405105)
|
91,783 |
$1,882k |
|
|
JOHNSON & JOHNSON (478160104)
|
13,343 |
$1,858k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
24,679 |
$1,764k |
|
|
INDEXIQ ETF TR (45409B552)
|
88,865 |
$1,744k |
|
|
MICROSOFT CORP (594918104)
|
11,995 |
$1,607k |
|
|
Amazon.com Inc (023135106)
|
658 |
$1,246k |
|
|
AT&T INC (00206R102)
|
36,245 |
$1,215k |
|
|
PROGRESSIVE CORP (743315103)
|
14,850 |
$1,187k |
|
|
FEDEX CORP (31428X106)
|
7,209 |
$1,184k |
|
|
TJX COMPANIES INC (872540109)
|
22,284 |
$1,178k |
|
|
UNION PAC CORP (907818108)
|
6,722 |
$1,137k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,734 |
$1,101k |
|
|
COCA-COLA CO (191216100)
|
20,672 |
$1,053k |
|
|
VISA INC COM CL A (92826C839)
|
6,026 |
$1,046k |
|
|
FIRST HORIZON NATL (320517105)
|
65,146 |
$973k |
|
|
WALMART INC COM (931142103)
|
8,754 |
$967k |
|
|
SCHWAB STRATEGIC T (808524862)
|
17,535 |
$887k |
|
|
PFIZER INC (717081103)
|
19,861 |
$860k |
|
|
PEPSICO INC (713448108)
|
6,273 |
$823k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,920 |
$816k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
16,186 |
$794k |
|
|
MID-AMER APT CMNTYS (59522J103)
|
6,704 |
$789k |
|
|
ISHARES TR MID CORE INDEX FD (464288208)
|
3,929 |
$762k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
10,743 |
$754k |
|
|
EXPEDITORS INTL WASH (302130109)
|
9,855 |
$748k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
12,856 |
$734k |
|
|
EXCHANGE TRADED CONCEPTS TR (301505889)
|
22,410 |
$720k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
5,835 |
$680k |
|
|
3M CO (88579Y101)
|
3,826 |
$663k |
|
|
Charles Schwab Corp/The (808513105)
|
15,850 |
$637k |
|
|
SUNTRUST BANKS INC (867914103)
|
10,021 |
$630k |
|
|
TORCHMARK CORP (891027104)
|
6,907 |
$618k |
|
|
JD.com Inc (47215P106)
|
20,239 |
$613k |
|
|
WELLS FARGO CO NEW (949746101)
|
12,728 |
$602k |
|
|
ISHARES TR (46434V803)
|
20,101 |
$599k |
|
|
Chevron Corp (166764100)
|
4,563 |
$568k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
10,694 |
$564k |
|
|
NEXTERA ENERGY INC (65339F101)
|
2,644 |
$542k |
|
|
ISHARES TR (464287119)
|
2,581 |
$495k |
|
|
Alphabet Inc (02079K107)
|
455 |
$492k |
|
|
PINNACLE FINL PARTNERS INC (72346Q104)
|
8,494 |
$488k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
8,582 |
$469k |
|
|
TRACTOR SUPPLY CO (892356106)
|
4,155 |
$452k |
|
|
ISHARES (464287465)
|
6,849 |
$450k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
4,790 |
$419k |
|
|
PUBLIC STORAGE (74460D109)
|
1,720 |
$410k |
|
|
CARMAX INC (143130102)
|
4,473 |
$388k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
7,207 |
$382k |
|
|
PIMCO ETF TR (72201R833)
|
3,747 |
$381k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
5,149 |
$363k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,863 |
$362k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
2,095 |
$350k |
|
|
CVS HEALTH CORP (126650100)
|
6,169 |
$336k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
12,772 |
$335k |
|
|
ISHARES TR (464288109)
|
3,057 |
$330k |
|
|
MCDONALDS CORP (580135101)
|
1,586 |
$329k |
|
|
UNITED PARCEL SERVIC (911312106)
|
3,092 |
$319k |
|
|
MONDELEZ INTL INC (609207105)
|
5,726 |
$309k |
|
|
Phillips 66 (718546104)
|
3,294 |
$308k |
|
|
HOME DEPOT INC (437076102)
|
1,438 |
$299k |
|
|
CREDIT ACCEPTANCE CORP (225310101)
|
612 |
$296k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V233)
|
1,411 |
$296k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
2,888 |
$291k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
966 |
$283k |
|
|
Facebook Inc (30303M102)
|
1,466 |
$283k |
|
|
ISHARES TR (46434V878)
|
5,500 |
$277k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,097 |
$276k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,107 |
$274k |
|
|
FASTENAL CO (311900104)
|
8,356 |
$272k |
|
|
INTEL CORP (458140100)
|
5,581 |
$267k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,328 |
$260k |
|
|
CISCO SYSTEMS INC (17275R102)
|
4,748 |
$260k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,313 |
$257k |
|
|
DOMINION ENERGY INC (25746U109)
|
3,247 |
$251k |
|
|
NVIDIA Corp (67066G104)
|
1,506 |
$247k |
|
|
Boeing Co/The (097023105)
|
673 |
$245k |
|
|
ABBOTT LABS (002824100)
|
2,882 |
$242k |
|
|
COSTCO WHSL CORP (22160K105)
|
913 |
$241k |
|
|
WASTE MGMT INC DEL (94106L109)
|
2,048 |
$236k |
|
|
ISHARES TR (464288406)
|
1,492 |
$235k |
|
|
MERCK & CO INC (58933Y105)
|
2,788 |
$234k |
|
|
SOUTHERN CO (842587107)
|
4,189 |
$232k |
|
|
GENERAL ELECTRIC CO (369604103)
|
22,107 |
$232k |
|
|
ISHARES (464288273)
|
3,870 |
$222k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
5,198 |
$221k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,436 |
$216k |
|
|
GENERAL DYNAMICS (369550108)
|
1,188 |
$216k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
1,625 |
$212k |
|
|
DISNEY WALT CO (254687106)
|
1,495 |
$209k |
|
|
ISHARES (464287168)
|
2,043 |
$203k |
|
|
SAN JUAN BASIN RTY (798241105)
|
16,000 |
$61k |
|
|
ALTUS MIDSTREAM CO CL A (02215L100)
|
10,000 |
$37k |
|
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