Evite fraudes, obtenha os fatos e encontre o melhor
Legal Name: HARWOOD ADVISORY GROUP, LLC
Período do relatório:
Jun 30, 2019
Data de Efetividade:
Aug 7, 2019
| Segurança |
Ações Detidas / Montante Principal |
Valor de mercado |
Opção |
|
ISHARES TR (464289883)
|
440,881 |
$15,603k |
|
|
ISHA (464287101)
|
99,468 |
$12,890k |
|
|
VANGUARD WORLD FD (921910816)
|
83,782 |
$10,848k |
|
|
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (78468R804)
|
76,761 |
$8,266k |
|
|
SPDR SERIES TRUST (78464A649)
|
224,217 |
$6,540k |
|
|
VANGUARD GROUP (921908844)
|
54,933 |
$6,326k |
|
|
SPDR SERIES TRUST (78468r663)
|
67,304 |
$6,166k |
|
|
ISHARES TR (464287176)
|
49,398 |
$5,705k |
|
|
ISHARES TR (464289875)
|
143,721 |
$5,608k |
|
|
PROCTER & GAMBLE CO (742718109)
|
50,367 |
$5,523k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
41,286 |
$5,499k |
|
|
Amazon.com Inc (023135106)
|
2,868 |
$5,431k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
48,545 |
$5,406k |
|
|
ISHARES (464287242)
|
43,228 |
$5,376k |
|
|
ISHARES FLT (46429B655)
|
105,209 |
$5,358k |
|
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
38,642 |
$5,132k |
|
|
FIDELITY (316092857)
|
187,983 |
$4,921k |
|
|
Netflix Inc (64110L106)
|
13,336 |
$4,899k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
56,119 |
$4,892k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
58,668 |
$4,874k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
42,127 |
$4,773k |
|
|
Vanguard Mega Cap (921910873)
|
47,022 |
$4,761k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
29,812 |
$4,670k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
91,373 |
$4,659k |
|
|
PROSHARES TR (74348A467)
|
65,923 |
$4,573k |
|
|
Apple Inc (037833100)
|
21,734 |
$4,302k |
|
|
JOHNSON & JOHNSON (478160104)
|
29,698 |
$4,136k |
|
|
MICROSOFT CORP (594918104)
|
30,121 |
$4,035k |
|
|
HOME DEPOT INC (437076102)
|
18,587 |
$3,866k |
|
|
ISHARES TR (46432F396)
|
32,299 |
$3,831k |
|
|
INTL BUSINESS MCHN (459200101)
|
25,944 |
$3,578k |
|
|
WISDOMTREE TR (97717X511)
|
69,799 |
$3,576k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
58,607 |
$3,348k |
|
|
WASTE MGMT INC DEL (94106L109)
|
26,637 |
$3,073k |
|
|
DISNEY WALT CO (254687106)
|
21,791 |
$3,043k |
|
|
DUKE ENERGY CORP (26441C204)
|
34,069 |
$3,006k |
|
|
CISCO SYSTEMS INC (17275R102)
|
54,496 |
$2,983k |
|
|
COCA-COLA CO (191216100)
|
58,058 |
$2,956k |
|
|
DOLLAR GEN CORP (256677105)
|
21,186 |
$2,864k |
|
|
AFLAC INC (001055102)
|
52,210 |
$2,862k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
12,604 |
$2,853k |
|
|
AEP (025537101)
|
31,929 |
$2,810k |
|
|
WALMART INC COM (931142103)
|
25,286 |
$2,794k |
|
|
UNION PAC CORP (907818108)
|
16,185 |
$2,737k |
|
|
DARDEN RESTAURANT (237194105)
|
22,423 |
$2,730k |
|
|
EXTRA SPACE STORAGE (30225T102)
|
25,631 |
$2,720k |
|
|
ORACLE CORP (68389X105)
|
47,678 |
$2,716k |
|
|
ISHARES TR (464287457)
|
31,102 |
$2,637k |
|
|
VULCAN MATERIALS CO (929160109)
|
19,182 |
$2,634k |
|
|
NISOURCE INC (65473P105)
|
91,042 |
$2,622k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
29,964 |
$2,618k |
|
|
AT&T INC (00206R102)
|
77,683 |
$2,603k |
|
|
Lockheed Martin Corp (539830109)
|
7,124 |
$2,590k |
|
|
American Express Co. (025816109)
|
20,765 |
$2,563k |
|
|
Intuit Inc (461202103)
|
9,544 |
$2,494k |
|
|
ULTA BEAUTY INC (90384S303)
|
7,164 |
$2,485k |
|
|
Chevron Corp (166764100)
|
19,895 |
$2,476k |
|
|
CUMMINS INC (231021106)
|
14,372 |
$2,463k |
|
|
KINDER MORGAN INC (49456B101)
|
117,868 |
$2,461k |
|
|
CITIGROUP INC (172967424)
|
34,676 |
$2,428k |
|
|
PFIZER INC (717081103)
|
56,009 |
$2,426k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
44,079 |
$2,425k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
21,375 |
$2,390k |
|
|
Square Inc (852234103)
|
28,452 |
$2,064k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
10,701 |
$1,998k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
15,896 |
$1,853k |
|
|
FIDELITY (316092816)
|
49,949 |
$1,770k |
|
|
FIDELITY LOW VOLATILITY FACTOR ETF (316092824)
|
48,287 |
$1,723k |
|
|
Alphabet Inc (02079K107)
|
1,504 |
$1,625k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
30,647 |
$1,544k |
|
|
HONEYWELL INTL INC (438516106)
|
8,743 |
$1,526k |
|
|
GENERAL MILLS INC (370334104)
|
28,173 |
$1,480k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
12,615 |
$1,360k |
|
|
AMERICAN WTR WKS CO (030420103)
|
11,102 |
$1,288k |
|
|
CLOROX CO (189054109)
|
8,335 |
$1,276k |
|
|
SPDR SERIES TRUST (78464A854)
|
34,512 |
$1,192k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
4,381 |
$1,179k |
|
|
FIDELITY (316092790)
|
28,717 |
$996k |
|
|
INVESCO ACTIVELY MANAGD ETF (46090A887)
|
19,297 |
$972k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
6,192 |
$929k |
|
|
Exxon Mobil Corp (30231G102)
|
11,794 |
$904k |
|
|
FIDELITY (316188309)
|
17,309 |
$884k |
|
|
INVESCO ACTIVELY MANAGD ETF (46090A507)
|
63,990 |
$871k |
|
|
FIRST TR NASDAQ100 TECH INDE (337345102)
|
9,815 |
$839k |
|
|
Ball Corp. (058498106)
|
11,770 |
$824k |
|
|
ISHARES TR CORE DIV GRWTH (46434V621)
|
20,725 |
$792k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
11,425 |
$761k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
3,108 |
$758k |
|
|
BANK AMER CORP (060505682)
|
529 |
$726k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G102)
|
15,099 |
$724k |
|
|
VANECK VECTORS ETF TR (92189H201)
|
14,553 |
$724k |
|
|
ALLSTATE CORP (020002101)
|
7,005 |
$712k |
|
|
ISHARES (464287630)
|
5,328 |
$642k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
4,201 |
$634k |
|
|
VANECK VECTORS ETF TR (92189F486)
|
24,196 |
$610k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,764 |
$589k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,936 |
$567k |
|
|
UNITED PARCEL SERVIC (911312106)
|
5,451 |
$563k |
|
|
EATON CORPORATION (G29183103)
|
6,462 |
$538k |
|
|
PROGRESSIVE CORP (743315103)
|
6,613 |
$529k |
|
|
Boeing Co/The (097023105)
|
1,424 |
$518k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,712 |
$505k |
|
|
VISA INC COM CL A (92826C839)
|
2,594 |
$450k |
|
|
Fidelity Commonwealth TR Stk E (315912808)
|
1,361 |
$428k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,245 |
$415k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
3,744 |
$412k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,518 |
$401k |
|
|
HARRIS CORP DEL (413875105)
|
2,117 |
$400k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
3,982 |
$376k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,330 |
$362k |
|
|
Nuveen Tax-Advantaged Dividend Growth Fund (67073G105)
|
21,399 |
$356k |
|
|
FORD MOTOR CO (345370860)
|
33,792 |
$346k |
|
|
ALPHABET INC (02079K305)
|
316 |
$342k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
1,893 |
$339k |
|
|
PEPSICO INC (713448108)
|
2,487 |
$326k |
|
|
ISHARES TR (46432F339)
|
3,483 |
$319k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
4,224 |
$317k |
|
|
CSX CORP (126408103)
|
4,014 |
$311k |
|
|
SPDR SERIES TRUST (78464A805)
|
8,502 |
$310k |
|
|
S&P WRLD EX US (78463X889)
|
10,441 |
$309k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
2,109 |
$303k |
|
|
MCDONALDS CORP (580135101)
|
1,459 |
$303k |
|
|
ISHARES TR (46429B697)
|
4,874 |
$301k |
|
|
DELTA AIR LINES (247361702)
|
5,214 |
$296k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
4,932 |
$294k |
|
|
CARNIVAL CORP (143658300)
|
6,210 |
$289k |
|
|
CONSOLDTD EDISON INC (209115104)
|
3,099 |
$272k |
|
|
ISHARES (46429B747)
|
2,706 |
$272k |
|
|
Bristol-Myers Squibb Co (110122108)
|
5,978 |
$271k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,738 |
$267k |
|
|
Bank of America Corp. (060505104)
|
9,070 |
$263k |
|
|
FIDELITY (316092832)
|
8,123 |
$259k |
|
|
LOWES CO (548661107)
|
2,533 |
$256k |
|
|
COMCAST CORP (20030N101)
|
5,786 |
$245k |
|
|
DB COMMODITY INDEX TRACKING (46138B103)
|
15,041 |
$237k |
|
|
PIMCO ETF TR (72201R205)
|
4,446 |
$234k |
|
|
STARBUCKS CORP (855244109)
|
2,776 |
$233k |
|
|
FIRST TR MORNINGSTAR DIV LEA (336917109)
|
6,867 |
$210k |
|
|
ALTRIA GROUP INC (02209S103)
|
4,373 |
$207k |
|
|
HIGHLAND FDS I (430101774)
|
11,599 |
$203k |
|
|
RAYMOND JAMES FINANCIAL INC (754730109)
|
2,391 |
$202k |
|
|
Brown & Brown, Inc. (115236101)
|
6,014 |
$201k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,031 |
$201k |
|
|
VALLEY NATL BANCORP (919794107)
|
18,401 |
$198k |
|
|
SPRINT CORPORATION (85207U105)
|
10,795 |
$71k |
|
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