Legal Name: WINDSOR CAPITAL MANAGEMENT, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 2, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
58,009 |
$17,098k |
|
|
SPDR SERIES TRUST (78468R622)
|
101,028 |
$11,006k |
|
|
SPDR SERIES TRUST (78464A359)
|
200,201 |
$10,584k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
47,587 |
$9,244k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
213,038 |
$8,885k |
|
|
SPDR SERIES TRUST (78464A854)
|
220,507 |
$7,616k |
|
|
ISHARES TR (464288687)
|
192,980 |
$7,111k |
|
|
SPDR SERIES TRUST (78464A474)
|
213,533 |
$6,572k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
75,307 |
$6,075k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q852)
|
112,717 |
$5,705k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
18,012 |
$5,277k |
|
|
SPDR SERIES TRUST (78464A847)
|
150,727 |
$5,135k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
63,287 |
$4,954k |
|
|
SPDR SERIES TRUST (78464A375)
|
133,581 |
$4,665k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
178,480 |
$4,481k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
52,674 |
$4,241k |
|
|
ISHARES (464287242)
|
28,965 |
$3,602k |
|
|
ISHARES TR (46435G516)
|
55,015 |
$3,538k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
352,037 |
$3,467k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
103,852 |
$3,182k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
58,543 |
$2,949k |
|
|
TEMPLETON GLOBAL INCOME FD (880198106)
|
456,283 |
$2,901k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
75,123 |
$2,688k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
34,035 |
$2,656k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
60,600 |
$2,577k |
|
|
SPDR DOW JONES INDL (78467X109)
|
9,332 |
$2,481k |
|
|
JPMORGAN DISCIPLINED HIGH YIELD ETF (46641Q878)
|
41,556 |
$2,124k |
|
|
SPDR SERIES TRUST (78464A292)
|
46,767 |
$2,020k |
|
|
Advent Claymore Convertible Securities and Income Fund (00764C109)
|
123,023 |
$1,852k |
|
|
WALMART INC COM (931142103)
|
14,992 |
$1,656k |
|
|
Apple Inc (037833100)
|
8,311 |
$1,644k |
|
|
Exxon Mobil Corp (30231G102)
|
20,729 |
$1,588k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
13,193 |
$1,572k |
|
|
ISHARES (464287465)
|
23,273 |
$1,529k |
|
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
50,376 |
$1,511k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
16,065 |
$1,488k |
|
|
ISHARES U S ETF TR (46431W507)
|
29,489 |
$1,484k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,265 |
$1,483k |
|
|
PROCTER & GAMBLE CO (742718109)
|
13,122 |
$1,438k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
16,237 |
$1,419k |
|
|
AT&T INC (00206R102)
|
39,299 |
$1,316k |
|
|
WESTERN ASSET HIGH INCOME FUND II INC (95766J102)
|
181,145 |
$1,271k |
|
|
JOHNSON & JOHNSON (478160104)
|
9,088 |
$1,265k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
19,740 |
$1,257k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
16,073 |
$1,244k |
|
|
INTEL CORP (458140100)
|
24,467 |
$1,171k |
|
|
MCDONALDS CORP (580135101)
|
5,606 |
$1,164k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
20,044 |
$1,163k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
39,731 |
$1,153k |
|
|
Chevron Corp (166764100)
|
9,189 |
$1,143k |
|
|
COCA-COLA CO (191216100)
|
22,323 |
$1,136k |
|
|
GABELLI CONV & INCOME SECS FD INC (36240B109)
|
212,540 |
$1,090k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
38,704 |
$1,068k |
|
|
FIRSTENERGY CORP (337932107)
|
23,587 |
$1,009k |
|
|
MERCK & CO INC (58933Y105)
|
11,873 |
$995k |
|
|
YUM BRANDS INC (988498101)
|
7,985 |
$883k |
|
|
VISA INC COM CL A (92826C839)
|
5,067 |
$879k |
|
|
NIKE INC (654106103)
|
9,895 |
$830k |
|
|
ANALOG DEVICES INC (032654105)
|
7,259 |
$819k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
12,066 |
$803k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
4,672 |
$763k |
|
|
CISCO SYSTEMS INC (17275R102)
|
13,590 |
$743k |
|
|
BROADCOM INC (11135F101)
|
2,571 |
$740k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
4,746 |
$738k |
|
|
PFIZER INC (717081103)
|
17,056 |
$738k |
|
|
DISNEY WALT CO (254687106)
|
5,188 |
$724k |
|
|
CUMMINS INC (231021106)
|
4,161 |
$712k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
7,850 |
$705k |
|
|
MEDTRONIC PLC (G5960L103)
|
7,184 |
$699k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
11,667 |
$695k |
|
|
Lockheed Martin Corp (539830109)
|
1,857 |
$675k |
|
|
PROLOGIS INC (74340W103)
|
8,242 |
$660k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
5,744 |
$637k |
|
|
ISHARES CORE U.S. REIT ETF (464288521)
|
12,162 |
$632k |
|
|
ISHARES (464287234)
|
13,736 |
$589k |
|
|
HOME DEPOT INC (437076102)
|
2,806 |
$583k |
|
|
METLIFE INC (59156R108)
|
11,726 |
$582k |
|
|
ISHARES (464288646)
|
10,624 |
$567k |
|
|
WELLS FARGO CO NEW (949746101)
|
10,918 |
$516k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
8,808 |
$515k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
8,536 |
$487k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
7,428 |
$452k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
3,895 |
$438k |
|
|
MICROSOFT CORP (594918104)
|
3,262 |
$437k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
7,598 |
$424k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
2,024 |
$414k |
|
|
XCEL ENERGY INC (98389B100)
|
6,880 |
$409k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
4,533 |
$395k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,645 |
$364k |
|
|
3M CO (88579Y101)
|
1,972 |
$341k |
|
|
TRAVELERS CO(THE) (89417E109)
|
2,262 |
$338k |
|
|
SPDR SERIES TRUST (78468r663)
|
3,687 |
$337k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,569 |
$334k |
|
|
ISHARES SHORT MATURITY MUNICIPAL BOND ETF (46431W838)
|
6,461 |
$323k |
|
|
Boeing Co/The (097023105)
|
876 |
$319k |
|
|
HSBC HLDGS PLC (404280604)
|
11,607 |
$304k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,830 |
$300k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
3,996 |
$286k |
|
|
SPDR SERIES TRUST (78464A151)
|
8,218 |
$281k |
|
|
Amazon.com Inc (023135106)
|
147 |
$278k |
|
|
PEPSICO INC (713448108)
|
2,034 |
$266k |
|
|
ISHARES TR (46434VAU4)
|
10,569 |
$262k |
|
|
ALTRIA GROUP INC (02209S103)
|
5,330 |
$252k |
|
|
NUVEEN FLTNG RTE INCM OPP FD (6706EN100)
|
25,316 |
$246k |
|
|
Facebook Inc (30303M102)
|
1,235 |
$238k |
|
|
UNION PAC CORP (907818108)
|
1,364 |
$230k |
|
|
Bristol-Myers Squibb Co (110122108)
|
5,062 |
$229k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
4,138 |
$226k |
|
|
Pioneer High Income Trust (72369H106)
|
24,253 |
$218k |
|
|
DOMINION ENERGY INC (25746U109)
|
2,799 |
$216k |
|
|
ISHARES (464287291)
|
1,200 |
$215k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
1,838 |
$208k |
|
|
Caterpillar Inc (149123101)
|
1,516 |
$206k |
|
|
Phillips 66 (718546104)
|
2,193 |
$205k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
1,246 |
$202k |
|
|
NUVEEN REAL ASSET INCOME AND GROWTH FUND (67074Y105)
|
11,883 |
$201k |
|
|
TEMPLETON EMERG MKTS INCOME (880192109)
|
14,045 |
$143k |
|
|
CALAMOS CONV OPP AND INC FD (128117108)
|
12,447 |
$130k |
|
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