Participações declaradas do
Cobiz Wealth LLC

Legal Name: COBIZ WEALTH, LLC

Período do relatório: Jun 30, 2019
Data de Efetividade: Jul 8, 2019

Segurança	Ações Detidas / Montante Principal	Valor de mercado
INVESCO EXCHANGETRAD (46137V357)	291,574	$31,432k
SPDR S&P DIVIDEND (78464A763)	287,827	$29,036k
ISHARES TR CORE S&P SCP ETF (464287804)	271,506	$21,253k
Amazon.com Inc (023135106)	8,613	$16,310k
ISHARES TR CORE S&P500 ETF (464287200)	53,366	$15,730k
Apple Inc (037833100)	75,723	$14,987k
MASTERCARD INC (57636Q104)	47,796	$12,643k
JPMORGAN CHASE & CO (46625H100)	106,491	$11,906k
ALPHABET INC (02079K305)	10,942	$11,848k
JOHNSON & JOHNSON (478160104)	84,931	$11,829k
CISCO SYSTEMS INC (17275R102)	207,375	$11,350k
EDWARDS LIFESCIENCE (28176E108)	57,241	$10,575k
MICROSOFT CORP (594918104)	74,032	$9,917k
LENNOX INTL INC (526107107)	35,975	$9,893k
VERIZON COMMUNICATIONS (92343V104)	167,342	$9,560k
COSTCO WHSL CORP (22160K105)	35,021	$9,255k
ACCENTURE PLC IRELAND (G1151C101)	49,344	$9,117k
HONEYWELL INTL INC (438516106)	51,699	$9,026k
Intuit Inc (461202103)	34,064	$8,902k
ECOLAB INC (278865100)	42,143	$8,321k
Intercontinental Exchange Inc (45866F104)	96,490	$8,292k
Boeing Co/The (097023105)	22,417	$8,160k
DISNEY WALT CO (254687106)	57,755	$8,065k
O'REILLY AUTOMOTIVE (67103H107)	21,203	$7,831k
UNITEDHEALTH GRP INC (91324P102)	30,712	$7,494k
ISHARES TR CORE S&P MCP ETF (464287507)	38,328	$7,446k
BROADCOM INC (11135F101)	25,385	$7,307k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)	173,532	$7,238k
CIGNA CORP (125523100)	43,663	$6,879k
Charles Schwab Corp/The (808513105)	165,347	$6,645k
AMPHENOL CORPORATION (032095101)	68,951	$6,615k
PEPSICO INC (713448108)	49,533	$6,495k
WISDOMTREE TR (97717W604)	237,333	$6,434k
STRYKER CORP (863667101)	31,278	$6,430k
LOWES CO (548661107)	62,989	$6,356k
Thermo Fisher Scientific Inc (883556102)	21,444	$6,298k
Chevron Corp (166764100)	49,680	$6,182k
CHURCH & DWIGHT INC (171340102)	84,575	$6,179k
ZOETIS INC (98978V103)	53,890	$6,116k
TRAVELERS CO(THE) (89417E109)	37,097	$5,547k
EOG Resources Inc (26875P101)	59,302	$5,525k
WISDOMTREE TR (97717W208)	69,272	$5,041k
HILL ROM HLDGS INC (431475102)	48,163	$5,039k
Pioneer Natural Resources Co (723787107)	31,506	$4,848k
BlackRock, Inc. (09247X101)	10,272	$4,821k
CITIGROUP INC (172967424)	67,440	$4,723k
STARBUCKS CORP (855244109)	56,249	$4,715k
KEYSIGHT TECHNOLOGS (49338L103)	48,152	$4,325k
EXPEDIA GROUP INC (30212P303)	31,586	$4,202k
DISCOVER FINL SVCS (254709108)	43,123	$3,346k
CONSTELLATION BRANDS (21036P108)	16,141	$3,179k
STIFEL FINL CORP DSHS 1/40 PF (860630409)	116,365	$3,023k
CITIGROUP INC DEP SHS PFD S (172967317)	92,165	$2,409k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)	54,986	$2,339k
ISHARES TR S&P 500 GRWT ETF (464287309)	10,548	$1,891k
WELLS FARGO CO NEW DEP 1/1000 PFD A (949746465)	62,400	$1,768k
NIKE INC (654106103)	16,606	$1,394k
ISHARES TR RUS 1000 VAL ETF (464287598)	10,842	$1,379k
ALPS ALERIAN MLP ETF (00162Q866)	138,839	$1,368k
ISHARES (464287879)	9,137	$1,358k
ISHARES (464287630)	11,210	$1,351k
ISHARES (464287887)	6,726	$1,227k
ISHARES TR S&P 500 VAL ETF (464287408)	9,763	$1,138k
ISHARES TR S&P MC 400GR ETF (464287606)	4,892	$1,107k
ISHARES (464287705)	6,567	$1,047k
ESTEE LAUDER CO (518439104)	5,570	$1,020k
UNION PAC CORP (907818108)	5,991	$1,013k
ISHARES (464287465)	15,146	$996k
UBS AG JERSEY BRH (902641646)	44,416	$992k
ABBOTT LABS (002824100)	11,786	$991k
BERKSHIRE HATHAWAY (084670108)	3	$955k
PFIZER INC (717081103)	20,328	$881k
Berkshire Hathaway, Inc. (084670702)	4,096	$873k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)	9,130	$798k
Fidelity(R) MSCI Energy ETF (316092402)	43,743	$752k
US BANCORP DEL (902973304)	13,788	$722k
ANADARKO PETE (032511107)	9,400	$663k
FIDELITY (316092600)	14,153	$637k
Exxon Mobil Corp (30231G102)	8,063	$618k
ORACLE CORP (68389X105)	9,597	$547k
ABBVIE INC (00287Y109)	7,349	$534k
ZIONS BANCORPORATION N A PFD 1 (989701834)	20,155	$518k
VANGUARD INDEX FDS TOTAL STK MKT (922908769)	3,323	$499k
FIRST REPUBLIC BANK (33616C100)	4,699	$459k
ISHARES (464287234)	10,662	$458k
CELGENE CORP (151020104)	3,862	$357k
PROCTER & GAMBLE CO (742718109)	3,204	$351k
COMERICA INC (200340107)	4,776	$347k
ISHARES TR RUS 2000 GRW ETF (464287648)	1,716	$345k
Schlumberger Ltd (806857108)	7,853	$312k
SPDR DOW JONES INDL (78467X109)	1,138	$303k
SPDR S&P 500 ETF TR TR UNIT (78462F103)	1,017	$298k
HOME DEPOT INC (437076102)	1,407	$293k
NOVO-NORDISK AS (670100205)	5,630	$287k
FEDEX CORP (31428X106)	1,695	$278k
WELLS FARGO CO NEW (949746101)	5,730	$271k
INTEL CORP (458140100)	5,547	$266k
VANGUARD INDEX FDS VALUE ETF (922908744)	2,320	$257k
SPDR SERIES TRUST (78464A607)	2,572	$254k
PRICE T ROWE GROUP INC (74144t108)	2,250	$247k
Facebook Inc (30303M102)	1,247	$241k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)	2,932	$237k
SOUTHWEST AIRLS CO (844741108)	4,645	$236k
EMERSON ELEC CO (291011104)	3,485	$233k
Alphabet Inc (02079K107)	209	$226k
SPDR S&P GLOBAL NATURAL RESOURCES ETF (78463X541)	4,923	$226k
ISHARES TR RUSSELL 2000 ETF (464287655)	1,411	$219k
DONALDSON INC COM (257651109)	4,280	$218k
INVESCO ETF TR (46137V308)	3,470	$217k
COCA-COLA CO (191216100)	4,215	$215k
MCDONALDS CORP (580135101)	1,000	$208k
PIMCO Corporate Opportunity (72201B101)	10,000	$181k
CALYPTE BIOMEDICAL CORP (131722605)	595,888	$0k

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