Evite fraudes, obtenha os fatos e encontre o melhor
Legal Name: KLINGMAN AND ASSOCIATES, LLC
Período do relatório:
Jun 30, 2019
Data de Efetividade:
Jul 24, 2019
| Segurança |
Ações Detidas / Montante Principal |
Valor de mercado |
Opção |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
73,153 |
$21,562k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
86,834 |
$16,868k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
52,183 |
$15,290k |
|
|
VANGUARD MALVERN FDS (922020805)
|
282,999 |
$13,958k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
138,307 |
$10,827k |
|
|
UBS AG JERSEY BRH (902641646)
|
445,222 |
$9,942k |
|
|
MANAGED PORTFOLIO SER (56167N720)
|
409,827 |
$9,799k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
95,341 |
$9,618k |
|
|
ISHARES U S ETF TR (46431W507)
|
186,747 |
$9,399k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
65,844 |
$7,680k |
|
|
Apple Inc (037833100)
|
35,689 |
$7,064k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
248,216 |
$6,233k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
15,793 |
$5,600k |
|
|
ISHARES TR (464287176)
|
38,103 |
$4,401k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G698)
|
69,718 |
$3,722k |
|
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
173,323 |
$3,683k |
|
|
SPDR SERIES TRUST (78464A300)
|
46,757 |
$2,837k |
|
|
CITIZENS FINANCIAL (174610105)
|
80,000 |
$2,829k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
53,112 |
$2,676k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
24,039 |
$2,101k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
12,720 |
$1,978k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
25,733 |
$1,869k |
|
|
ISHARES (464288448)
|
60,261 |
$1,851k |
|
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
86,875 |
$1,838k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
28,784 |
$1,468k |
|
|
ISHARES (464287168)
|
13,201 |
$1,314k |
|
|
ISHARES TR (46429B697)
|
20,154 |
$1,244k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
26,554 |
$1,129k |
|
|
ISHARES (464287465)
|
15,070 |
$991k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G870)
|
39,728 |
$990k |
|
|
ROYAL BANK CDA (780087102)
|
11,309 |
$897k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
16,212 |
$892k |
|
|
Invesco BulletShares 2025 Corp Bd ETF (46138J825)
|
39,385 |
$833k |
|
|
GLOBAL X FDS (37950E226)
|
56,159 |
$727k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
4,194 |
$657k |
|
|
Exxon Mobil Corp (30231G102)
|
8,328 |
$638k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
27,585 |
$590k |
|
|
PIMCO ETF TR (72201R833)
|
4,780 |
$486k |
|
|
MICROSOFT CORP (594918104)
|
3,500 |
$469k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,049 |
$437k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
1,623 |
$437k |
|
|
ISHARES (464288273)
|
7,555 |
$434k |
|
|
INVESCO EXCHNG TRADED FD TR (46138e735)
|
12,500 |
$373k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
3,250 |
$350k |
|
|
HONEYWELL INTL INC (438516106)
|
1,994 |
$348k |
|
|
WISDOMTREE TR (97717W315)
|
7,070 |
$316k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
2,051 |
$308k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,587 |
$289k |
|
|
DISNEY WALT CO (254687106)
|
2,035 |
$284k |
|
|
SPDR SERIES TRUST (78464A201)
|
4,411 |
$269k |
|
|
VANGUARD GROUP (921908844)
|
2,322 |
$267k |
|
|
PFIZER INC (717081103)
|
6,039 |
$262k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E743)
|
5,773 |
$235k |
|
|
SPDR SERIES TRUST (78464A839)
|
4,485 |
$230k |
|
|
PAYCOM SOFTWARE (70432V102)
|
1,000 |
$227k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
4,107 |
$217k |
|
|
SPDR SERIES TRUST (78464A821)
|
3,935 |
$214k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
2,250 |
$213k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
4,978 |
$208k |
|
|
WESTERN ASSET EMERGING MARKETS DEBT FUND INC (95766A101)
|
13,920 |
$199k |
|
|
Barings Corporate Investors (M (06759X107)
|
11,100 |
$174k |
|
|
COH & STEER GL INC BLDER (19248M103)
|
12,000 |
$107k |
|
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