Legal Name: TWIN FOCUS CAPITAL PARTNERS, LLC
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 |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
189,238 |
$28,403k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
367,659 |
$18,912k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
230,864 |
$14,175k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
81,517 |
$10,858k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
30,593 |
$8,964k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
196,927 |
$8,375k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
603,611 |
$8,149k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
795,385 |
$7,835k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
117,330 |
$5,983k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
31,888 |
$5,716k |
|
|
VANGUARD INTL EQUITY (922042718)
|
52,497 |
$5,526k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
16,531 |
$4,449k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
20,575 |
$4,386k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
102,649 |
$4,281k |
|
|
VANGUARD INDEX FDS (922908652)
|
35,970 |
$4,265k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
21,693 |
$4,214k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
35,755 |
$3,981k |
|
|
ISHARES RUS (464287689)
|
22,236 |
$3,833k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
12,977 |
$3,825k |
|
|
VANGUARD GROUP (921908844)
|
32,263 |
$3,715k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
39,870 |
$2,540k |
|
|
ISHARES TR (464287119)
|
12,651 |
$2,427k |
|
|
ISHARES (464288273)
|
41,630 |
$2,390k |
|
|
SPDR INDEX SHS FDS (78463X756)
|
49,196 |
$2,199k |
|
|
SPDR SERIES TRUST (78464A730)
|
79,087 |
$2,155k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
17,800 |
$1,953k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
23,352 |
$1,828k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
11,434 |
$1,778k |
|
|
SPDR S&P China ETF (78463X400)
|
18,111 |
$1,731k |
|
|
ADAMS DIVERSIFIED EQUITY FD (006212104)
|
109,457 |
$1,693k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
16,236 |
$1,638k |
|
|
Intercontinental Exchange Inc (45866F104)
|
18,782 |
$1,614k |
|
|
Apple Inc (037833100)
|
7,581 |
$1,500k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
25,984 |
$1,489k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
17,299 |
$1,396k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
8,100 |
$1,354k |
|
|
ISHARES TR (464287861)
|
28,404 |
$1,252k |
|
|
VANECK VECTORS ETF TR GOLD MINERS ETF (92189F106)
|
48,500 |
$1,240k |
|
|
ISHARES TR (464287176)
|
10,441 |
$1,206k |
|
|
ISHARES TR (464288240)
|
25,715 |
$1,202k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
10,420 |
$1,156k |
|
|
Global X MLP ETF (37950E473)
|
128,400 |
$1,132k |
|
|
WALMART INC COM (931142103)
|
10,000 |
$1,105k |
|
|
ISHARES (464287168)
|
10,200 |
$1,016k |
|
|
BlackRock, Inc. (09247X101)
|
2,064 |
$969k |
|
|
ISHARES TR (464287457)
|
10,391 |
$881k |
|
|
BOULDER GROWTH & INCOME FD I (101507101)
|
74,871 |
$842k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
15,013 |
$839k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
9,098 |
$811k |
|
|
VANGUARD MALVERN FDS (922020805)
|
16,410 |
$809k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
7,326 |
$806k |
|
|
GENERAL ELECTRIC CO (369604103)
|
76,135 |
$799k |
|
|
VANECK VECTORS ETF TR (92189F718)
|
48,100 |
$713k |
|
|
ISHARES (464287234)
|
15,844 |
$680k |
|
|
MICROSOFT CORP (594918104)
|
5,042 |
$675k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
4,267 |
$669k |
|
|
ISHARES INC (46434G822)
|
12,255 |
$669k |
|
|
VANGUARD WORLD FDS (92204A306)
|
7,830 |
$666k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,803 |
$649k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
|
WESTERN ASSET CLYM INFL OPP (95766R104)
|
56,807 |
$636k |
|
|
Bank of New York Mellon Corp. (064058100)
|
14,138 |
$624k |
|
|
WESTERN ASSET CLYM INFL SEC (95766Q106)
|
52,650 |
$613k |
|
|
PROSHARES TR (74347X849)
|
29,200 |
$595k |
|
|
ABERDEEN TOTAL DYNAMIC DIVD (00326L100)
|
69,300 |
$578k |
|
|
NUVEEN MICHIGAN QLT MUN INC (670979103)
|
42,534 |
$577k |
|
|
NUVEEN MASSACHUSETS QLT MUN (67061E104)
|
43,818 |
$568k |
|
|
KVH INDS INC (482738101)
|
51,800 |
$563k |
|
|
ISHARES INC (464286525)
|
6,000 |
$553k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
7,291 |
$548k |
|
|
SPDR SERIES TRUST (78464A847)
|
15,500 |
$528k |
|
|
Facebook Inc (30303M102)
|
2,648 |
$511k |
|
|
ROYCE GLOBAL VL TRST (78081T104)
|
46,130 |
$487k |
|
|
PUTNAM MANAGED MUNICIPAL INCOME TRUST (746823103)
|
61,893 |
$472k |
|
|
MICRON TECHNOLOGY (595112103)
|
12,160 |
$469k |
|
|
SPROTT PHYS GLD&SILV (85208R101)
|
33,500 |
$443k |
|
|
TRI CONTL CORP (895436103)
|
16,400 |
$442k |
|
|
UNITED AIRLINES HLDG (910047109)
|
5,000 |
$438k |
|
|
SPDR SERIES TRUST (78464A748)
|
43,700 |
$420k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
3,545 |
$413k |
|
|
ENCANA CORP (292505104)
|
80,000 |
$410k |
|
|
CITIGROUP INC (172967424)
|
5,840 |
$409k |
|
|
Bank of America Corp. (060505104)
|
13,896 |
$403k |
|
|
PUTNAM MUN OPPORTUNITIES TR (746922103)
|
31,294 |
$396k |
|
|
MORGAN STANLEY (617446448)
|
8,600 |
$377k |
|
|
New America High Income Fund (641876800)
|
42,281 |
$375k |
|
|
KLA-TENCOR CORP (482480100)
|
3,000 |
$355k |
|
|
ISHARES INC (464286517)
|
7,657 |
$354k |
|
|
INDIA FD INC (454089103)
|
16,246 |
$346k |
|
|
ISHARES (464287465)
|
5,069 |
$333k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,620 |
$331k |
|
|
VanEck Vectors Vietnam ETF (92189F817)
|
20,600 |
$330k |
|
|
SPDR SERIES TRUST (78464A870)
|
3,750 |
$329k |
|
|
MACYS INC (55616P104)
|
15,000 |
$322k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
3,770 |
$313k |
|
|
BIOGEN INC (09062X103)
|
1,235 |
$289k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
5,719 |
$287k |
|
|
TIVO CORP (88870P106)
|
38,530 |
$284k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,245 |
$284k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
3,060 |
$283k |
|
|
SPDR EMERGING MARKETS DIVIDEND (78463X533)
|
8,527 |
$278k |
|
|
SPDR SERIES TRUST (78468r663)
|
3,025 |
$277k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
2,532 |
$273k |
|
|
QUANTERIX CORP COM (74766Q101)
|
8,000 |
$270k |
|
|
BLACKROCK MUNIYLD MICH QLTY (09254V105)
|
19,400 |
$267k |
|
|
DB COMMODITY INDEX TRACKING (46138B103)
|
16,774 |
$264k |
|
|
PEOPLES UNITED FINL (712704105)
|
15,600 |
$262k |
|
|
American International Group (026874784)
|
4,800 |
$256k |
|
|
CENTRAL SECS CORP (155123102)
|
8,354 |
$255k |
|
|
ISHARES TR (464287788)
|
2,000 |
$251k |
|
|
JOHNSON & JOHNSON (478160104)
|
1,803 |
$251k |
|
|
GILEAD SCIENCES INC (375558103)
|
3,700 |
$250k |
|
|
ISHARES SILVER TRUST (46428Q109)
|
17,480 |
$250k |
|
|
General Motors Co (37045V100)
|
6,441 |
$248k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
4,173 |
$245k |
|
|
IMMUNOGEN INC (45253H101)
|
112,873 |
$245k |
|
|
AABA (021346101)
|
3,500 |
$243k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
1,850 |
$241k |
|
|
NUVEEN TEXAS QLTY MUN INCME (670983105)
|
17,200 |
$235k |
|
|
CORNING INCORPORATED (219350105)
|
7,055 |
$234k |
|
|
WELLS FARGO CO NEW (949746101)
|
4,894 |
$232k |
|
|
NEWELL BRANDS INC (651229106)
|
15,000 |
$231k |
|
|
AMGEN INC (031162100)
|
1,244 |
$229k |
|
|
ISHARES (464286665)
|
4,857 |
$229k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,000 |
$229k |
|
|
Eaton Vance T/A Global Dividend Income (27828S101)
|
14,065 |
$226k |
|
|
ROYCE MICRO-CAP TR INC (780915104)
|
26,400 |
$217k |
|
|
EATON VANCE CORP COM NON VTG (278265103)
|
5,000 |
$216k |
|
|
Incyte Corp (45337C102)
|
2,500 |
$212k |
|
|
PIMCO DYN CR& MORTGA (72202D106)
|
8,700 |
$208k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,110 |
$207k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,260 |
$206k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
1,752 |
$204k |
|
|
BLACKROCK ENHANCED (092501105)
|
18,500 |
$199k |
|
|
Eaton Vance Floating Rate Income Trust (278279104)
|
14,176 |
$191k |
|
|
ELLSWORTH GRWTH AND INCOME L (289074106)
|
18,000 |
$185k |
|
|
Eaton Vance Sr Fltg Rate Trust (27828Q105)
|
14,000 |
$183k |
|
|
ASA (Bermuda) Limited (G3156P103)
|
14,300 |
$164k |
|
|
ABERDEEN JAPAN EQUITY FD INC (00306J109)
|
22,105 |
$155k |
|
|
NUVEEN NEW YORK AMT QLT MUNI (670656107)
|
10,233 |
$134k |
|
|
AllianzGI NFJ Div Int & Prem S (01883A107)
|
10,167 |
$126k |
|
|
TEVA PHARMACEUTICAL (881624209)
|
11,000 |
$102k |
|
|
GRANITESHARES PLATINUM TR (38748T103)
|
10,000 |
$83k |
|
|
Banco Santander Sa (05964H105)
|
15,219 |
$70k |
|
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