Evite fraudes, obtenha os fatos e encontre o melhor
Legal Name: EXCHANGE CAPITAL MANAGEMENT INC
Período do relatório:
Jun 30, 2019
Data de Efetividade:
Jul 22, 2019
Segurança |
Ações Detidas / Montante Principal |
Valor de mercado |
Opção |
WisdomTree Dynamic Ccy Hdgd In (97717X263)
|
421,296 |
$12,222k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
32,105 |
$11,384k |
|
MICROSOFT CORP (594918104)
|
77,336 |
$10,360k |
|
SCHWAB STRATEGIC TR (808524201)
|
123,008 |
$8,634k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
109,665 |
$8,585k |
|
Amazon.com Inc (023135106)
|
4,528 |
$8,574k |
|
Berkshire Hathaway, Inc. (084670702)
|
39,850 |
$8,495k |
|
ISHARES TR (46434V803)
|
260,133 |
$7,757k |
|
DISNEY WALT CO (254687106)
|
54,262 |
$7,577k |
|
Apple Inc (037833100)
|
36,256 |
$7,176k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
124,425 |
$7,103k |
|
PROCTER & GAMBLE CO (742718109)
|
64,630 |
$7,087k |
|
ALPHABET INC (02079K305)
|
6,321 |
$6,844k |
|
BlackRock, Inc. (09247X101)
|
13,776 |
$6,465k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
29,003 |
$6,116k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
114,263 |
$6,056k |
|
FIDELITY (316092808)
|
96,279 |
$5,996k |
|
HOME DEPOT INC (437076102)
|
27,903 |
$5,803k |
|
JPMORGAN CHASE & CO (46625H100)
|
50,268 |
$5,620k |
|
UNITED TECHNOLOGIES (913017109)
|
42,706 |
$5,560k |
|
JOHNSON & JOHNSON (478160104)
|
38,313 |
$5,336k |
|
COMCAST CORP (20030N101)
|
123,849 |
$5,236k |
|
VISA INC COM CL A (92826C839)
|
29,482 |
$5,117k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
70,766 |
$5,058k |
|
AMGEN INC (031162100)
|
26,355 |
$4,857k |
|
MCDONALDS CORP (580135101)
|
22,612 |
$4,696k |
|
salesforce.com Inc (79466L302)
|
28,911 |
$4,387k |
|
PEPSICO INC (713448108)
|
33,376 |
$4,377k |
|
CMS ENERGY CORP (125896100)
|
73,409 |
$4,251k |
|
KLA-TENCOR CORP (482480100)
|
35,585 |
$4,206k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
81,549 |
$4,195k |
|
Guidewire Software Inc (40171V100)
|
41,230 |
$4,180k |
|
FIDELITY (316092600)
|
92,250 |
$4,152k |
|
MEDTRONIC PLC (G5960L103)
|
41,593 |
$4,051k |
|
VANGUARD WORLD FDS (92204A306)
|
47,315 |
$4,023k |
|
MERCK & CO INC (58933Y105)
|
47,794 |
$4,008k |
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
22,569 |
$3,926k |
|
Exxon Mobil Corp (30231G102)
|
50,838 |
$3,896k |
|
ZIMMER BIOMET HLDGS (98956P102)
|
33,004 |
$3,886k |
|
EMERSON ELEC CO (291011104)
|
57,768 |
$3,854k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
20,125 |
$3,718k |
|
SERVICENOW INC (81762P102)
|
13,424 |
$3,686k |
|
ADOBE INC (00724F101)
|
12,058 |
$3,553k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
31,174 |
$3,471k |
|
VEEVA SYS INC CL A COM (922475108)
|
19,957 |
$3,235k |
|
HONEYWELL INTL INC (438516106)
|
18,276 |
$3,191k |
|
DOMINION ENERGY INC (25746U109)
|
40,583 |
$3,138k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
34,287 |
$2,997k |
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
43,151 |
$2,978k |
|
ALLERGAN PLC (G0177J108)
|
17,536 |
$2,936k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
14,639 |
$2,844k |
|
PFIZER INC (717081103)
|
61,591 |
$2,668k |
|
Fidelity(R) MSCI Financials ETF (316092501)
|
64,053 |
$2,569k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
8,596 |
$2,534k |
|
SELECT SECTOR SPDR (81369Y803)
|
31,473 |
$2,456k |
|
INTEL CORP (458140100)
|
50,582 |
$2,421k |
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
13,123 |
$2,354k |
|
FIDELITY (316092709)
|
56,820 |
$2,258k |
|
VANGUARD WORLD FDS (92204A884)
|
25,869 |
$2,243k |
|
FIDELITY MSCI CONSM DIS (316092204)
|
49,023 |
$2,241k |
|
MCKESSON CORP (58155Q103)
|
16,575 |
$2,228k |
|
Diamondback Energy Inc (25278X109)
|
20,342 |
$2,217k |
|
UNION PAC CORP (907818108)
|
13,094 |
$2,214k |
|
Fidelity(R) MSCI Energy ETF (316092402)
|
128,734 |
$2,214k |
|
Valero Energy Corp (91913Y100)
|
25,629 |
$2,194k |
|
STARBUCKS CORP (855244109)
|
25,955 |
$2,176k |
|
ORACLE CORP (68389X105)
|
37,981 |
$2,164k |
|
FIDELITY (316092873)
|
62,076 |
$2,057k |
|
VANGUARD WORLD FDS (92204A603)
|
13,907 |
$2,028k |
|
US BANCORP DEL (902973304)
|
38,068 |
$1,995k |
|
3M CO (88579Y101)
|
10,958 |
$1,899k |
|
FORTINET INC (34959E109)
|
23,628 |
$1,815k |
|
Vanguard Materials ETF (92204A801)
|
13,772 |
$1,766k |
|
COMPASS MINERALS INTL INC (20451N101)
|
30,898 |
$1,698k |
|
VANGUARD WORLD FDS (92204A876)
|
11,382 |
$1,513k |
|
SCHWAB STRATEGIC TR (808524102)
|
20,444 |
$1,442k |
|
ISHARES TR (46434VAX8)
|
54,566 |
$1,387k |
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
9,311 |
$1,385k |
|
ISHARES TR (46434VBK5)
|
55,201 |
$1,376k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,659 |
$1,365k |
|
ISHARES TR (46434VAQ3)
|
52,490 |
$1,330k |
|
CVS HEALTH CORP (126650100)
|
23,832 |
$1,299k |
|
ISHARES TR (46434VBA7)
|
51,085 |
$1,289k |
|
COSTCO WHSL CORP (22160K105)
|
4,551 |
$1,203k |
|
FIDELITY (316092303)
|
34,227 |
$1,190k |
|
Chevron Corp (166764100)
|
9,543 |
$1,188k |
|
CME GROUP INC (12572Q105)
|
6,099 |
$1,184k |
|
ISHARES TR (46434VBD1)
|
45,759 |
$1,172k |
|
ISHARES TR (46434VBG4)
|
44,638 |
$1,137k |
|
CDN NATL RAILWAY (136375102)
|
11,051 |
$1,022k |
|
WALMART INC COM (931142103)
|
8,807 |
$973k |
|
Fidelity(R) MSCI Materials ETF (316092881)
|
29,023 |
$952k |
|
SELECT SECTOR SPDR (81369Y704)
|
12,180 |
$943k |
|
FIDELITY (316092857)
|
35,237 |
$923k |
|
ISHARES TR (46434VAU4)
|
36,952 |
$919k |
|
LOWES CO (548661107)
|
8,822 |
$890k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
5,805 |
$871k |
|
CITIGROUP INC (172967424)
|
12,230 |
$856k |
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
17,030 |
$854k |
|
ISHARES TR (46435GAA0)
|
32,924 |
$825k |
|
Fidelity(R) MSCI Utilities ETF (316092865)
|
20,147 |
$791k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
6,940 |
$785k |
|
NEXTERA ENERGY INC (65339F101)
|
3,621 |
$742k |
|
iShares iBonds Dec 2027 Term Corp ETF (46435UAA9)
|
27,131 |
$692k |
|
Linde PLC (G5494J103)
|
3,388 |
$680k |
|
CHENIERE ENERGY INC (16411R208)
|
9,904 |
$678k |
|
QCR Holdings Inc (74727A104)
|
18,250 |
$636k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,732 |
$624k |
|
AT&T INC (00206R102)
|
17,603 |
$590k |
|
SELECT SECTOR SPDR (81369Y407)
|
4,734 |
$564k |
|
DANAHER CORP (235851102)
|
3,561 |
$509k |
|
SPDR SER TR (78468R739)
|
10,312 |
$505k |
|
Boeing Co/The (097023105)
|
1,277 |
$465k |
|
SCHWAB STRATEGIC T (808524862)
|
9,016 |
$456k |
|
Gemphire Therapeutics Inc (36870A108)
|
522,481 |
$423k |
|
Alphabet Inc (02079K107)
|
372 |
$402k |
|
VERIZON COMMUNICATIONS (92343V104)
|
6,805 |
$389k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
13,942 |
$385k |
|
COCA-COLA CO (191216100)
|
7,460 |
$380k |
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
16,853 |
$357k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
5,068 |
$338k |
|
Lockheed Martin Corp (539830109)
|
924 |
$336k |
|
SPARTAN MOTORS INC (846819100)
|
30,000 |
$329k |
|
SELECT SECTOR SPDR (81369Y506)
|
4,820 |
$307k |
|
DELTA AIR LINES (247361702)
|
5,151 |
$292k |
|
SELECT SECTOR SPDR (81369Y100)
|
4,833 |
$283k |
|
Invesco Exch Trd Slf Idx Fd Tr Invsco Blsh 28 (46138J643)
|
12,806 |
$276k |
|
Invesco Bullestshares 2021 (BS (46138J700)
|
12,832 |
$272k |
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
12,609 |
$268k |
|
PowerShares Dynamic Large Cap Growth ETF (46137V746)
|
5,455 |
$264k |
|
Ishares Tr Ibds Dec28 Etf (46435U515)
|
9,571 |
$260k |
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
12,021 |
$255k |
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
11,637 |
$249k |
|
Invesco BulletShares 2025 Corp Bd ETF (46138J825)
|
10,787 |
$228k |
|
GENERAL ELECTRIC CO (369604103)
|
20,340 |
$214k |
|
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