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Legal Name: HARBORVIEW ADVISORS, LLC
Período do relatório:
Jun 30, 2019
Data de Efetividade:
Aug 7, 2019
| Segurança |
Ações Detidas / Montante Principal |
Valor de mercado |
Opção |
|
SCHWAB STRATEGIC TR (808524805)
|
424,767 |
$13,631k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
198,793 |
$11,160k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
130,060 |
$10,822k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
288,915 |
$7,581k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E404)
|
289,766 |
$6,557k |
|
|
SSGA ACTIVE ETF TR (78467V608)
|
115,186 |
$5,324k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
171,962 |
$5,284k |
|
|
WISDOMTREE TR (97717W380)
|
109,469 |
$5,216k |
|
|
SPDR SERIES TRUST (78464A839)
|
89,429 |
$4,594k |
|
|
SPDR SERIES TRUST (78464A821)
|
82,351 |
$4,470k |
|
|
SPDR SERIES TRUST (78464A300)
|
57,138 |
$3,467k |
|
|
SPDR SERIES TRUST (78464A201)
|
56,052 |
$3,414k |
|
|
ISHARES (464288869)
|
30,541 |
$2,846k |
|
|
VANECK VECTORS ETF TR (92189F460)
|
67,866 |
$1,830k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
8,242 |
$1,477k |
|
|
SPDR INDEX SHS FDS (78463X772)
|
37,350 |
$1,470k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
23,293 |
$1,330k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
24,180 |
$1,212k |
|
|
SPDR EMERGING MARKETS DIVIDEND (78463X533)
|
35,158 |
$1,147k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
15,783 |
$1,128k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
20,570 |
$1,092k |
|
|
Apple Inc (037833100)
|
5,494 |
$1,087k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
8,958 |
$1,044k |
|
|
WISDOMTREE TR (97717W505)
|
26,213 |
$949k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
7,505 |
$875k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
3,829 |
$866k |
|
|
NUVEEN NASDAQ 100 DYNAMIC OV (670699107)
|
38,310 |
$857k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
6,706 |
$853k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J791)
|
40,704 |
$821k |
|
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
38,255 |
$813k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
37,502 |
$802k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
37,184 |
$791k |
|
|
ISHARES (464287705)
|
4,788 |
$764k |
|
|
ISHARES (464287887)
|
4,158 |
$759k |
|
|
WISDOMTREE TR (97717W604)
|
27,821 |
$754k |
|
|
DBX ETF TR (233051200)
|
23,350 |
$738k |
|
|
SCHWAB STRATEGIC T (808524862)
|
14,135 |
$715k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
4,378 |
$689k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
9,611 |
$678k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
8,933 |
$627k |
|
|
ISHARES (464287879)
|
4,078 |
$606k |
|
|
ISHARES USD CORP BOND ETF (46435G193)
|
17,877 |
$462k |
|
|
NUSHARES ETF TR NUVEEN ESG SMLCP (67092P607)
|
15,537 |
$459k |
|
|
IDEXX LABS INC (45168D104)
|
1,618 |
$445k |
|
|
ROYCE MICRO-CAP TR INC (780915104)
|
53,253 |
$438k |
|
|
NUSHARES ETF TR (67092P300)
|
14,106 |
$427k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
14,160 |
$391k |
|
|
Amazon.com Inc (023135106)
|
205 |
$388k |
|
|
ISHARES (464287465)
|
5,871 |
$386k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G870)
|
15,319 |
$382k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V738)
|
10,350 |
$381k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
2,952 |
$377k |
|
|
VANGUARD WORLD FD (921910725)
|
7,355 |
$367k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,149 |
$334k |
|
|
NUSHARES ETF TR (67092P508)
|
11,504 |
$327k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
916 |
$325k |
|
|
NUSHARES ETF TR (67092P201)
|
8,726 |
$324k |
|
|
NUSHARES ETF TR (67092P409)
|
9,267 |
$312k |
|
|
AT&T INC (00206R102)
|
9,167 |
$307k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
15,737 |
$298k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
2,663 |
$291k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,643 |
$285k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
5,371 |
$285k |
|
|
NUSHARES ETF TR (67092P888)
|
10,623 |
$279k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,105 |
$277k |
|
|
ROYCE VALUE TR INC (780910105)
|
19,405 |
$270k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
2,162 |
$263k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
5,854 |
$260k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
2,329 |
$259k |
|
|
ISHARES TR (46435G516)
|
3,913 |
$252k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V548)
|
15,180 |
$248k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
5,835 |
$248k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,140 |
$243k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,706 |
$243k |
|
|
STANLEY BLACK&DECKR (854502101)
|
1,681 |
$243k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,436 |
$235k |
|
|
VANGUARD INTL EQUITY INDEX F (922042866)
|
3,521 |
$233k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,093 |
$212k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E203)
|
1,441 |
$203k |
|
|
VOYA GLOBAL ADVANTAGE & PREM O (92912R104)
|
15,615 |
$167k |
|
|
AllianzGI NFJ Div Int & Prem S (01883A107)
|
12,883 |
$160k |
|
|
BLACKROCK ENHNCD EQ (09251A104)
|
15,243 |
$135k |
|
|
AVID BIOSERVICES INC (05368M106)
|
12,124 |
$68k |
|
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