Legal Name: VISHRIA BIRD FINANCIAL GROUP, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 15, 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)
|
29,567 |
$8,663k |
|
|
Amazon.com Inc (023135106)
|
4,464 |
$8,453k |
|
|
Apple Inc (037833100)
|
37,368 |
$7,396k |
|
|
FEDEX CORP (31428X106)
|
40,543 |
$6,657k |
|
|
ALPHABET INC (02079K305)
|
5,488 |
$5,942k |
|
|
Bank of America Corp. (060505104)
|
202,560 |
$5,874k |
|
|
Facebook Inc (30303M102)
|
29,761 |
$5,744k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
22,020 |
$4,717k |
|
|
SPDR DOW JONES INDL (78467X109)
|
17,474 |
$4,645k |
|
|
ISHARES TR (46429B697)
|
73,114 |
$4,513k |
|
|
GILEAD SCIENCES INC (375558103)
|
65,149 |
$4,401k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
25,145 |
$4,261k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
65,919 |
$3,763k |
|
|
CVS HEALTH CORP (126650100)
|
66,867 |
$3,644k |
|
|
ISHARES U S ETF TR (46431W507)
|
53,010 |
$2,668k |
|
|
JD.com Inc (47215P106)
|
87,579 |
$2,653k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
31,118 |
$2,184k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
8,224 |
$1,459k |
|
|
ISHARES TR (464287861)
|
24,910 |
$1,098k |
|
|
AMERIPRISE FINL INC (03076C106)
|
5,083 |
$738k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X135)
|
23,241 |
$736k |
|
|
MICROSOFT CORP (594918104)
|
5,411 |
$725k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
4,182 |
$681k |
|
|
KRANESHARES TR (500767306)
|
12,748 |
$560k |
|
|
W P CAREY INC (92936U109)
|
6,019 |
$489k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
3,945 |
$470k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,156 |
$410k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,330 |
$392k |
|
|
Alphabet Inc (02079K107)
|
359 |
$388k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,736 |
$381k |
|
|
MERCK & CO INC (58933Y105)
|
4,248 |
$356k |
|
|
American Express Co. (025816109)
|
2,847 |
$351k |
|
|
TALLGRASS ENERGY LP (874696107)
|
16,500 |
$348k |
|
|
Chevron Corp (166764100)
|
2,556 |
$318k |
|
|
Boeing Co/The (097023105)
|
835 |
$304k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,885 |
$304k |
|
|
Exxon Mobil Corp (30231G102)
|
3,765 |
$289k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,875 |
$281k |
|
|
Netflix Inc (64110L106)
|
754 |
$277k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
1,529 |
$274k |
|
|
ENTERPRISE PRODS (293792107)
|
9,290 |
$268k |
|
|
CHENIERE ENERGY PARTNERS LP (16411Q101)
|
6,300 |
$266k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
3,775 |
$242k |
|
|
HOME DEPOT INC (437076102)
|
1,145 |
$238k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,067 |
$231k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,145 |
$222k |
|
|
WRIGHT MEDICAL GROUP NV (NE) (N96617118)
|
7,374 |
$220k |
|
|
Caterpillar Inc (149123101)
|
1,606 |
$219k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
3,561 |
$207k |
|
|
ANDEAVOR LOGISTICS L (03350F106)
|
5,675 |
$206k |
|
|
GERON CORP (374163103)
|
20,615 |
$29k |
|
