Evite fraudes, obtenha os fatos e encontre o melhor
Legal Name: CRANBROOK WEALTH MANAGEMENT, LLC
Período do relatório:
Jun 30, 2019
Data de Efetividade:
Aug 7, 2019
| Segurança |
Ações Detidas / Montante Principal |
Valor de mercado |
Opção |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
69,917 |
$20,608k |
|
|
FIRST TR EXCH TRADED FD III (33739P608)
|
129,111 |
$7,324k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D309)
|
143,002 |
$6,738k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
32,716 |
$5,864k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
48,170 |
$5,615k |
|
|
ISHARES TR (464287176)
|
47,563 |
$5,493k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
22,469 |
$5,084k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
20,659 |
$4,013k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
296,022 |
$3,996k |
|
|
ISHARES (464287465)
|
54,290 |
$3,568k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
59,536 |
$3,077k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
55,676 |
$2,864k |
|
|
ISHARES (464287234)
|
57,136 |
$2,452k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
14,707 |
$2,394k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D408)
|
38,541 |
$1,854k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
8,367 |
$1,193k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
16,191 |
$972k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
3,093 |
$621k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
4,704 |
$524k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
5,464 |
$487k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,533 |
$349k |
|
|
ABBOTT LABS (002824100)
|
3,875 |
$326k |
|
|
HOME DEPOT INC (437076102)
|
1,360 |
$283k |
|
|
Cohen & Steers Global Realty M (00162Q106)
|
11,832 |
$278k |
|
|
DTE ENERGY CO (233331107)
|
2,150 |
$275k |
|
|
Aptiv PLC (G6095L109)
|
3,048 |
$246k |
|
|
ABBVIE INC (00287Y109)
|
3,340 |
$243k |
|
|
CONSOLDTD EDISON INC (209115104)
|
2,289 |
$201k |
|
|
Amazon.com Inc (023135106)
|
103 |
$195k |
|
|
Exxon Mobil Corp (30231G102)
|
2,248 |
$172k |
|
|
INTEL CORP (458140100)
|
3,371 |
$161k |
|
|
COMPASS DVRSFD HLDS (20451Q104)
|
8,179 |
$156k |
|
|
AEP (025537101)
|
1,709 |
$150k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
1,154 |
$147k |
|
|
Apple Inc (037833100)
|
741 |
$147k |
|
|
ISHARES (464287630)
|
1,175 |
$142k |
|
|
3M CO (88579Y101)
|
776 |
$135k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
1,691 |
$113k |
|
|
ALTRIA GROUP INC (02209S103)
|
2,367 |
$112k |
|
|
Boeing Co/The (097023105)
|
306 |
$111k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
430 |
$92k |
|
|
DISNEY WALT CO (254687106)
|
622 |
$87k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
500 |
$75k |
|
|
Bristol-Myers Squibb Co (110122108)
|
1,654 |
$75k |
|
|
DUKE ENERGY CORP (26441C204)
|
833 |
$74k |
|
|
ISHARES TR (464287457)
|
853 |
$72k |
|
|
CEDAR FAIR L P (150185106)
|
1,269 |
$60k |
|
|
FORD MOTOR CO (345370860)
|
5,669 |
$58k |
|
|
DANAHER CORP (235851102)
|
400 |
$57k |
|
|
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362)
|
1,365 |
$57k |
|
|
BAXTER INTL INC (071813109)
|
658 |
$54k |
|
|
AT&T INC (00206R102)
|
1,596 |
$53k |
|
|
GENTEX CORP (371901109)
|
2,000 |
$49k |
|
|
HUNTINGTON BANCSHARE (446150104)
|
3,505 |
$48k |
|
|
THE HERSHEY COMPANY (427866108)
|
339 |
$45k |
|
|
ALPHABET INC (02079K305)
|
42 |
$45k |
|
|
AMGEN INC (031162100)
|
245 |
$45k |
|
|
ENBRIDGE INC (29250N105)
|
1,230 |
$44k |
|
|
Alphabet Inc (02079K107)
|
40 |
$43k |
|
|
CITIGROUP INC (172967424)
|
595 |
$42k |
|
|
CMS ENERGY CORP (125896100)
|
608 |
$35k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
200 |
$34k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
212 |
$33k |
|
|
ETF MANAGERS TRUST (26924G508)
|
969 |
$31k |
|
|
COMCAST CORP (20030N101)
|
728 |
$31k |
|
|
COCA-COLA CO (191216100)
|
599 |
$30k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
144 |
$27k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
636 |
$25k |
|
|
Halliburton Co (406216101)
|
1,039 |
$24k |
|
|
ISHAR (464286509)
|
760 |
$22k |
|
|
COSTCO WHSL CORP (22160K105)
|
80 |
$21k |
|
|
GENUINE PARTS CO (372460105)
|
205 |
$21k |
|
|
HP INC (40434L105)
|
1,005 |
$21k |
|
|
DBX ETF TR (233051200)
|
589 |
$19k |
|
|
GENERAL ELECTRIC CO (369604103)
|
1,661 |
$17k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
92 |
$17k |
|
|
Bank of America Corp. (060505104)
|
581 |
$17k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
42 |
$17k |
|
|
ConocoPhillips (20825C104)
|
259 |
$16k |
|
|
FORTIVE CORPORATION (34959J108)
|
200 |
$16k |
|
|
HASBRO INC (418056107)
|
150 |
$16k |
|
|
ENTERPRISE PRODS (293792107)
|
532 |
$15k |
|
|
HEWLETT PACKARD ENTR (42824C109)
|
1,005 |
$15k |
|
|
DENTSPLY SIRONA INC (24906P109)
|
222 |
$13k |
|
|
ACELRX PHARMACEUTICALS INC (00444T100)
|
4,665 |
$12k |
|
|
ISHARES INC (46434G863)
|
301 |
$10k |
|
|
BP PRUDHOE BAY RTY TR (055630107)
|
676 |
$10k |
|
|
International Paper Co (460146103)
|
200 |
$9k |
|
|
CELGENE CORP (151020104)
|
92 |
$9k |
|
|
Conifer Holdings, Inc. (20731J102)
|
2,186 |
$9k |
|
|
FEDEX CORP (31428X106)
|
40 |
$7k |
|
|
ISHARES NORTH AMERICAN NATURAL RESOURCES (464287374)
|
234 |
$7k |
|
|
CANOPY GROWTH CORP (138035100)
|
182 |
$7k |
|
|
CHURCH & DWIGHT INC (171340102)
|
94 |
$7k |
|
|
DXC TECHNOLOGY CO (23355L106)
|
85 |
$5k |
|
|
CISCO SYSTEMS INC (17275R102)
|
100 |
$5k |
|
|
Facebook Inc (30303M102)
|
20 |
$4k |
|
|
Chevron Corp (166764100)
|
31 |
$4k |
|
|
COOPER TIRE & RUBR CO (216831107)
|
84 |
$3k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
38 |
$3k |
|
|
BP PLC (055622104)
|
82 |
$3k |
|
|
CERNER CORP (156782104)
|
40 |
$3k |
|
|
Ionis Pharmaceuticals Inc (462222100)
|
25 |
$2k |
|
|
ISHARES INC (46434G822)
|
35 |
$2k |
|
|
AMPCO PITTSBURGH CORP (032037103)
|
473 |
$2k |
|
|
DISCOVER FINL SVCS (254709108)
|
9 |
$1k |
|
|
FAMOUS DAVE'S OF AMERICA (307068106)
|
155 |
$1k |
|
|
GENERAL MTRS CO (37045V126)
|
37 |
$1k |
|
|
ICAHN ENTERPRISES LP DEPOSITRY (451100101)
|
14 |
$1k |
|
|
CIGNA CORP (125523100)
|
9 |
$1k |
|
|
CORTEVA INC (22052L104)
|
3 |
$0k |
|
|
DISCOVERY INC (25470F104)
|
2 |
$0k |
|
|
DISCOVERY INC (25470F302)
|
6 |
$0k |
|
|
Dow Inc (260557103)
|
3 |
$0k |
|
|
DuPont de Nemours Inc (26614N102)
|
3 |
$0k |
|
|
GOLAR LNG PARTNERS LP (Y2745C102)
|
6 |
$0k |
|
|
HORIZON GLOBAL CORP (44052W104)
|
47 |
$0k |
|
|
AMERN INTL GROUP INC (026874156)
|
2 |
$0k |
|
|
COHEN & STEERS MLP INC & ENR (19249B106)
|
1 |
$0k |
|
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