0001352764-20-000005.txt : 20200206
0001352764-20-000005.hdr.sgml : 20200206
20200206142813
ACCESSION NUMBER: 0001352764-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200206
DATE AS OF CHANGE: 20200206
EFFECTIVENESS DATE: 20200206
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Beaumont Financial Partners, LLC
CENTRAL INDEX KEY: 0001352764
IRS NUMBER: 043481223
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11748
FILM NUMBER: 20582303
BUSINESS ADDRESS:
STREET 1: 250 1ST AVENUE
STREET 2: SUITE 101
CITY: NEEDHAM
STATE: MA
ZIP: 02494
BUSINESS PHONE: 781-400-2800
MAIL ADDRESS:
STREET 1: 250 1ST AVENUE
STREET 2: SUITE 101
CITY: NEEDHAM
STATE: MA
ZIP: 02494
13F-HR
1
primary_doc.xml
13F-HR
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false
true
false
0001352764
XXXXXXXX
12-31-2019
12-31-2019
Beaumont Financial Partners, LLC
250 1ST AVENUE
SUITE 101
NEEDHAM
MA
02494
13F HOLDINGS REPORT
028-11748
N
Michael Snyder
Chief Compliance Officer
7814002832
Michael Snyder
Needham
MA
02-06-2020
0
282
1016613
false
INFORMATION TABLE
2
bfpQ42019_forsubmission.xml
BEAUMONT Q4 2019 13F SUBMISSION
3M CO
COM
88579Y101
951
5388
SH
SOLE
0
0
0
5388
Abbott Labs
COM
002824100
10538
121318
SH
SOLE
0
0
0
121318
Abbvie Inc
COM
00287Y109
624
7043
SH
SOLE
0
0
0
7043
Accenture PLC Ireland
SHS CLASS A
G1151C101
600
2848
SH
SOLE
0
0
0
2848
Adobe Inc
COM
00724F101
434
1317
SH
SOLE
0
0
0
1317
Aflac Inc
COM
001055102
513
9701
SH
SOLE
0
0
0
9701
Air Prods & Chems Inc
COM
009158106
317
1347
SH
SOLE
0
0
0
1347
Alithya Group Inc
CL A SUB VTG
01643B106
80
28608
SH
SOLE
0
0
0
28608
Alphabet Inc
CAP STK CL C
02079K107
1172
876
SH
SOLE
0
0
0
876
Alphabet Inc
CAP STK CL A
02079K305
19077
14243
SH
SOLE
0
0
0
14243
Alps ETF TR
ALERIAN MLP
00162Q866
167
19630
SH
SOLE
0
0
0
19630
Alps ETF TR
DISRUPTIVE TECH
00162Q478
1274
39556
SH
SOLE
0
0
0
39556
Altria Group Inc
COM
02209S103
220
4404
SH
SOLE
0
0
0
4404
Amazon Com Inc
COM
023135106
16636
9003
SH
SOLE
0
0
0
9003
Ambev SA
SPONSORED ADR
02319V103
61
13020
SH
SOLE
0
0
0
13020
American Express Co
COM
025816109
1196
9611
SH
SOLE
0
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0
9611
American Tower Corp New
COM
03027X100
1081
4705
SH
SOLE
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0
0
4705
Amgen Inc
COM
031162100
981
4067
SH
SOLE
0
0
0
4067
Anthem Inc
COM
036752103
363
1203
SH
SOLE
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0
0
1203
Apple Inc
COM
037833100
31477
107193
SH
SOLE
0
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0
107193
Arrowhead Pharmaceuticals In
COM
04280A100
634
10000
SH
SOLE
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0
0
10000
AT&T Inc
COM
00206R102
1481
37892
SH
SOLE
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0
37892
Automatic Data Processing In
COM
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681
3995
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3995
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COM
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268157
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BANK AMER CORP
COM
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COM
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10320
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10320
Becton Dickinson & Co
COM
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753
2770
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Berkshire Hathaway Inc Del
CL A
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679
2
SH
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0
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2
Berkshire Hathaway Inc Del
CL B
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SH
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0
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Biogen Inc
COM
09062X103
247
831
SH
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Blackrock Inc
COM
09247X101
637
1267
SH
SOLE
0
0
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1267
Boeing Co
COM
097023105
3474
10665
SH
SOLE
0
0
0
10665
BP PLC
SPONSORED ADR
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414
10960
SH
SOLE
0
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0
10960
Bristol-Myers Squibb Co
RIGHT 12/30/2030
110122140
7
15000
SH
SOLE
0
0
0
15000
Bristol-Myers Squibb Co
COM
110122108
2266
35305
SH
SOLE
0
0
0
35305
Broadcom Inc
COM
11135F101
572
1809
SH
SOLE
0
0
0
1809
Broadridge Finl Solutions Inc
COM
11133T103
374
3025
SH
SOLE
0
0
0
3025
Brooks Automation Inc
COM
114340102
3305
78758
SH
SOLE
0
0
0
78758
Carpenter Technology Corp
COM
144285103
348
7000
SH
SOLE
0
0
0
7000
CDW Corp
COM
12514G108
271
1900
SH
SOLE
0
0
0
1900
Charter Communications Inc
CL A
16119P108
3813
7861
SH
SOLE
0
0
0
7861
Chevron Corp New
COM
166764100
950
7885
SH
SOLE
0
0
0
7885
Cisco Systems Inc
COM
17275R102
345
7190
SH
SOLE
0
0
0
7190
CitiGroup Inc
COM
172967424
824
10315
SH
SOLE
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CME Group Inc
COM
12572Q105
482
2400
SH
SOLE
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Coca Cola Co
COM
191216100
2321
41932
SH
SOLE
0
0
0
41932
Comcast Corp New
CL A
20030N101
1207
26841
SH
SOLE
0
0
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26841
Constellation Brands Inc
CL A
21036P108
406
2142
SH
SOLE
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0
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2142
Costco Whsl Corp New
COM
22160K105
1170
3980
SH
SOLE
0
0
0
3980
CSX CORP
COM
126408103
260
3595
SH
SOLE
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Danaher Corporation
COM
235851102
7734
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SH
SOLE
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0
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50391
DBX ETF TR
XTRACK MSCI EURO
233051697
279
8380
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SOLE
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0
0
8380
Deere & Co
COM
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1127
6505
SH
SOLE
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Dell Technologies Inc
COM CL C
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487
9479
SH
SOLE
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Diageo P L C
SPON ADR
25243Q205
467
2770
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Disney Walt Co
COM DISNEY
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Dominion Energy Inc.
COM
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Dover Corp
COM
260003108
203
1760
SH
SOLE
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Ecolab Inc
COM
278865100
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1374
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SOLE
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Emerson Elec Co
COM
291011104
334
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SH
SOLE
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Eversource Energy
COM
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717
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SH
SOLE
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Exelon Corp
COM
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Exxon Mobil Corp
COM
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Facebook Inc
CL A
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MSCI CONSM DIS
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MSCI FINLS IDX
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Fidelity Covington TR
MSCI HLTH CARE I
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Fidelity Covington TR
MSCI INDL INDX
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Fidelity Covington TR
MSCI INFO TECH I
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Fidelity Covington TR
MSCI MATLS INDEX
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Fidelity Covington TR
MSCI RL EST ETF
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Fidelity Covington TR
MSCI UTILS INDEX
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Fidelity Covington TR
NDQ CP IDX TRK
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Fidelity Covington TR
VLU FACTOR ETF
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Fidelity Covington TR
QLTY FCTOR ETF
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DJ INTERNT IDX
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NO AMER ENERGY
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SENIOR LN FD
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COM
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SOLE
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Fortive Corp
COM
34959J108
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General Dynamics Corp
COM
369550108
269
1528
SH
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General Electric Co
COM
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420
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Global X FDS
HELTH WELL ETF
37954Y798
223
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SH
SOLE
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0
0
10232
Goldman Sachs ETF TR
EQUITY ETF
381430503
1610
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SH
SOLE
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0
0
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Hasbro Inc
COM
418056107
744
7042
SH
SOLE
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7042
Hewlett Packard Enterprise C
COM
42824C109
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SH
SOLE
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0
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27046
Home Depot Inc
COM
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1773
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SH
SOLE
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Honeywell Intl Inc
COM
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SH
SOLE
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HP Inc
COM
40434L105
500
24346
SH
SOLE
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IAA Inc
COM
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252
5350
SH
SOLE
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0
0
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Illionois Tool WKS Inc
COM
452308109
216
1202
SH
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1202
INFOSYS LTD SPONSORED ADR
SPONSORED ADR
456788108
112
10822
SH
SOLE
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10822
Intel Corp
COM
458140100
2017
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SOLE
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0
0
33697
International Business Machs
COM
459200101
1294
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SH
SOLE
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Intuit
COM
461202103
250
954
SH
SOLE
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0
0
954
Invesco Exch Trd Slf Idx Fd
BULSHS 2024 HY
46138J833
506
19828
SH
SOLE
0
0
0
19828
Invesco Exch Trd Slf Idx Fd
BULSHS 2023 HY
46138J858
561
21477
SH
SOLE
0
0
0
21477
Invesco Exch Trd Slf Idx Fd
BULSHS 2022 HY
46138J874
2017
82512
SH
SOLE
0
0
0
82512
Invesco Exch Trd Slf Idx Fd
BULSHS 2021 HY
46138J809
5301
214825
SH
SOLE
0
0
0
214825
Invesco Exch Trd Slf Idx Fd
BULSHS 2020 HY
46138J601
5310
221891
SH
SOLE
0
0
0
221891
Invesco Exch Trd Slf Idx Fd
BULSHS 2024 CB
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7169
333914
SH
SOLE
0
0
0
333914
Invesco Exch Trd Slf Idx Fd
BULSHS 2023 CB
46138J866
8580
402610
SH
SOLE
0
0
0
402610
Invesco Exch Trd Slf Idx Fd
BULSHS 2020 CB
46138J502
10033
471231
SH
SOLE
0
0
0
471231
Invesco Exch Trd Slf Idx Fd
BULSHS 2021 CB
46138J700
10190
479735
SH
SOLE
0
0
0
479735
Invesco Exch Trd Slf Idx Fd
BULSHS 2022 CB
46138J882
12678
589526
SH
SOLE
0
0
0
589526
Invesco Exch Trd Slf Idx Fd
S&P500 LOW VOL
46138E354
1976
33866
SH
SOLE
0
0
0
33866
Invesco QQQ TR
UNIT SER 1
46090E103
2153
10126
SH
SOLE
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0
0
10126
Iron Mtn Inc
COM
46284V101
278
8738
SH
SOLE
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0
0
8738
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MSCI WORLD ETF
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329
3335
SH
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0
0
3335
iShares Inc
CORE MSCI EMKT
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249
4623
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4623
iShares Inc
MSCI EURZONE ETF
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752
17950
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0
0
0
17950
Ishares TR
CORE MSCI EAFE
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201
3081
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0
0
3081
Ishares TR
GLOBAL MATER ETF
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0
0
26589
Ishares TR
IBOXX INV CP ETF
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240
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0
0
1878
iShares TR
U.S. MED DVC ETF
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3568
iShares TR
S&P 500 GRWT ETF
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230
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0
1188
iShares TR
GLOBAL TECH ETF
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943
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4480
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US AER DEF ETF
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1077
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0
4854
iShares TR
RUS 1000 VAL ETF
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280
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0
0
2054
iShares TR
PHLX SEMICND ETF
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2242
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iShares TR
S&P 500 VAL ETF
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AGENCY BOND ETF
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11177
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Russell 2000 ETF
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1 3 YR TREAS BD
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iShares TR
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iShares TR
GOV/CRED BD ETF
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iShares TR
INTRM GOV CR ETF
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16647
iShares TR
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5064
iShares TR
0-5YR HI YL CP
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236
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5089
iShares TR
BARCLAYS 7 10 YR
464287440
2250
20407
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20407
iShares TR
CORE S&P US GWT
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368
5434
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0
0
5434
iShares TR
MSCI ISRAEL ETF
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318
5550
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0
0
5550
iShares TR
CORE 1 5 YR USD
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292
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0
0
5797
iShares TR
RUS 1000 ETF
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1152
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6459
iShares TR
RUS 1000 GRW ETF
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1242
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iShares TR
MSCI CANADA ETF
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439
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iShares TR
EAFE SML CP ETF
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611
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10188
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NASDAQ BIOTECH
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11298
iShares TR
A RATE CP BD ETF
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830
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15176
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MSCI EAFE ETF
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iShares TR
CORE DIV GRWTH
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794
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18873
iShares TR
CORE S&P SCP ETF
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1979
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0
23610
iShares TR
MSCI ACWI EX US
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7944
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162108
iShares TR
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30103
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SHRT NAT MUN ETF
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3503
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32810
iShares TR
NATIONAL MUN ETF
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iShares TR
CORE S&P500 ETF
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60896
iShares TR
SELECT DIVID ETF
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SH TR CRPORT ETF
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CORE S&P MCP ETF
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iShares TR
S&P SML 600 GWT
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35024
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iShares TR
US TREAS BD ETF
46429B267
285
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MULTIFACTOR CO
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John Hancock ETF Trust
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John Hancock ETF Trust
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Johnson & Johnson
COM
478160104
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JPMorgan Chase & Co
COM
46625H100
3503
25130
SH
SOLE
0
0
0
25130
JPMorgan Exchange Traded Fd
US QUALTY FCTR
46641Q761
1066
34052
SH
SOLE
0
0
0
34052
Kimberly Clark Corp
COM
494368103
985
7164
SH
SOLE
0
0
0
7164
KKR & Co Inc
CL A
48251W104
292
10000
SH
SOLE
0
0
0
10000
Kraneshares TR
BOSERA MSCI CHINA
500767405
535
16400
SH
SOLE
0
0
0
16400
Kraneshares TR
CSI CHI INTERNET
500767306
244
5019
SH
SOLE
0
0
0
5019
L3Harris Technologies Corp
COM
502431109
223
1126
SH
SOLE
0
0
0
1126
Lam Research Corp
COM
512807108
1936
6620
SH
SOLE
0
0
0
6620
Lilly Eli & Co
COM
532457108
1093
8318
SH
SOLE
0
0
0
8318
Lockheed Martin Corp
COM
539830109
690
1773
SH
SOLE
0
0
0
1773
Lowes Cos Inc
COM
548661107
16262
135790
SH
SOLE
0
0
0
135790
Mastercard Inc
CL A
57636Q104
2309
7732
SH
SOLE
0
0
0
7732
McDonalds Corp
COM
580135101
20834
105428
SH
SOLE
0
0
0
105428
Merck & Co Inc
COM
58933Y105
7622
83802
SH
SOLE
0
0
0
83802
Microsoft Corp
COM
594918104
22425
142202
SH
SOLE
0
0
0
142202
Mondelez Intl Inc
CL A
609207105
9986
181293
SH
SOLE
0
0
0
181293
Nextera Energy Inc
COM
65339F101
970
4006
SH
SOLE
0
0
0
4006
Nike Inc
CL B
654106103
254
2503
SH
SOLE
0
0
0
2503
Nokia Corp
SPONSORED ADR
654902204
110
29600
SH
SOLE
0
0
0
29600
Northrup Grumman Corp
COM
666807102
303
881
SH
SOLE
0
0
0
881
Novo-Nordisk A S
ADR
670100205
578
9987
SH
SOLE
0
0
0
9987
Nushares ETF TR
NUVEEN ESG LRGCP
67092P201
335
8073
SH
SOLE
0
0
0
8073
Nushares ETF TR
NUVEEN ENHNC YLD
67092P102
12474
506486
SH
SOLE
0
0
0
506486
Nuveen Amt Free Qlty Mun Inc
COM
670657105
720
50060
SH
SOLE
0
0
0
50060
Nuveen Mun CR Opportunities
COM
670663103
733
47300
SH
SOLE
0
0
0
47300
Nvidia Corp
COM
67066G104
510
2165
SH
SOLE
0
0
0
2165
NXP Semiconductors N V
COM
N6596X109
200
1568
SH
SOLE
0
0
0
1568
OShares ETF TR
OSHARS FTSE US
67110P407
13202
360563
SH
SOLE
0
0
0
360563
Parker Hannifin Corp
COM
701094104
291
1413
SH
SOLE
0
0
0
1413
Paypal Hldgs Inc
COM
70450Y103
325
3009
SH
SOLE
0
0
0
3009
PepsiCo Inc
COM
713448108
15754
115268
SH
SOLE
0
0
0
115268
Pfizer Inc
COM
717081103
1415
36116
SH
SOLE
0
0
0
36116
Philip Morris Intl Inc
COM
718172109
213
2500
SH
SOLE
0
0
0
2500
Phillips 66 Partners LP
COM UNIT REP INT
718549207
261
4241
SH
SOLE
0
0
0
4241
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
755
7435
SH
SOLE
0
0
0
7435
PIMCO ETF TR
INTER MUN BD ACT
72201R866
3885
70397
SH
SOLE
0
0
0
70397
Procter & Gamble Co
COM
742718109
2484
19891
SH
SOLE
0
0
0
19891
Proshares TR
S&P 500 DV ARIST
74348A467
579
7654
SH
SOLE
0
0
0
7654
Qualcomm Inc
COM
747525103
1515
17176
SH
SOLE
0
0
0
17176
Raytheon Co
COM NEW
755111507
592
2695
SH
SOLE
0
0
0
2695
Republic Svcs Inc
COM
760759100
342
3813
SH
SOLE
0
0
0
3813
Royal Dutch Shell Plc
SPONS ADR A
780259206
4141
70203
SH
SOLE
0
0
0
70203
S&P Global Inc
COM
78409V104
741
2714
SH
SOLE
0
0
0
2714
Salesforce Com Inc
COM
79466L302
299
1837
SH
SOLE
0
0
0
1837
Schwab Strategic TR
US DIVIDEND EQ
808524797
765
13215
SH
SOLE
0
0
0
13215
Schwab Strategic TR
FDT EMK LG
808524730
7006
234785
SH
SOLE
0
0
0
234785
Schwab Strategic TR
U.S. LARGE-CAP ETF
808524201
338
4405
SH
SOLE
0
0
0
4405
Schwab Strategic TR
RL EST SEL SEC
81369Y860
2548
65865
SH
SOLE
0
0
0
65865
Schwab Strategic TR
TECHNOLOGY
81369Y803
3726
40648
SH
SOLE
0
0
0
40648
Schwab Strategic TR
SBI INT-UTILS
81369Y886
2830
43809
SH
SOLE
0
0
0
43809
Schwab Strategic TR
SBI MATERIALS
81369Y100
17315
281902
SH
SOLE
0
0
0
281902
Select Sector SPDR TR
COMMUNICATION
81369Y852
1144
21328
SH
SOLE
0
0
0
21328
Select Sector SPDR TR
SBI CONS DISCR
81369Y407
3566
28435
SH
SOLE
0
0
0
28435
Select Sector SPDR TR
SBI CONS STPLS
81369Y308
5011
79562
SH
SOLE
0
0
0
79562
Select Sector SPDR TR
SBI INT FINL
81369Y605
2968
96422
SH
SOLE
0
0
0
96422
Select Sector SPDR TR
SBI HEALTHCARE
81369Y209
17835
175140
SH
SOLE
0
0
0
175140
Select Sector SPDR TR
SBI INT INDS
81369Y704
17544
215337
SH
SOLE
0
0
0
215337
Sempra Energy
COM
816851109
209
1378
SH
SOLE
0
0
0
1378
Sherwin Williams Co
COM
824348106
201
345
SH
SOLE
0
0
0
345
Southern Co
COM
842587107
507
7958
SH
SOLE
0
0
0
7958
SPDR Dow Jones Indl Avrg ETF
UT SER 1
78467X109
626
2196
SH
SOLE
0
0
0
2196
SPDR Gold Trust
GOLD SHS
78463V107
225
1572
SH
SOLE
0
0
0
1572
SPDR Index SHS FDS
LOW CARBON ETF
78463X194
260
2620
SH
SOLE
0
0
0
2620
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1837
5709
SH
SOLE
0
0
0
5709
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1919
5112
SH
SOLE
0
0
0
5112
SPDR Series Trust
SSGA GNDER ETF
78468R747
279
3610
SH
SOLE
0
0
0
3610
SPDR Series Trust
NUVEEN BRC MUNIC
78468R721
447
8846
SH
SOLE
0
0
0
8846
SPDR Series Trust
AEROSPACE DEF
78464A631
211
1932
SH
SOLE
0
0
0
1932
SPDR Series Trust
S&P BIOTECH
78464A870
386
4058
SH
SOLE
0
0
0
4058
SPDR Series Trust
BLOOMBERG BRCLYS
78468R622
662
6048
SH
SOLE
0
0
0
6048
SPDR Series Trust
S&P 600 SML CAP
78464A813
919
12686
SH
SOLE
0
0
0
12686
SPDR Series Trust
PORTFOLIO LN TSR
78464A664
1795
46168
SH
SOLE
0
0
0
46168
SPDR Series Trust
S&P DIVID ETF
78464A763
1045
9715
SH
SOLE
0
0
0
9715
SPDR Series Trust
PORTFOLIO TIPS ETF
78464A656
510
17863
SH
SOLE
0
0
0
17863
SPDR Series Trust
PORTFOLIO AGRGTE
78464A649
486
16532
SH
SOLE
0
0
0
16532
SPDR Series Trust
PORTFOLIO SHORT
78464A474
1617
52425
SH
SOLE
0
0
0
52425
Sprott Physical Gold and Silve
TR UNIT
85208R101
9272
632497
SH
SOLE
0
0
0
632497
Sprott Physical Gold Trust
UNIT
85207H104
1246
102269
SH
SOLE
0
0
0
102269
Sprott Physical Silver TR
TR UNIT
85207K107
183
28000
SH
SOLE
0
0
0
28000
SSGA Active ETF TR
SPDR TR TACTIC
78467V848
12278
250617
SH
SOLE
0
0
0
250617
Stag Indl Inc
COM
85254J102
221
7000
SH
SOLE
0
0
0
7000
Starbucks Corp
COM
855244109
461
5244
SH
SOLE
0
0
0
5244
Steris PLC
SHS USD
G8473T100
282
1850
SH
SOLE
0
0
0
1850
Stryker Corp
COM
863667101
678
3228
SH
SOLE
0
0
0
3228
Sysco Corp
COM
871829107
272
3175
SH
SOLE
0
0
0
3175
Taiwan Semiconductor Mfg Ltd
SPONSORED ADS
874039100
200
3435
SH
SOLE
0
0
0
3435
Texas Instrs Inc
COM
882508104
1012
7886
SH
SOLE
0
0
0
7886
TherapeuticsMD Inc
COM
88338N107
85
35000
SH
SOLE
0
0
0
35000
Thermo Fisher Scientific Inc
COM
883556102
212
652
SH
SOLE
0
0
0
652
TJX Cos Inc
COM
872540109
2003
32807
SH
SOLE
0
0
0
32807
Tocagen Inc
COM
888846102
9
15999
SH
SOLE
0
0
0
15999
Union Pacific Corp
COM
907818108
1405
7773
SH
SOLE
0
0
0
7773
United Parcel Service Inc
CL B
911312106
279
2382
SH
SOLE
0
0
0
2382
United Technologies Corp
COM
913017109
7163
47827
SH
SOLE
0
0
0
47827
UnitedHealth Group Inc
COM
91324P102
1622
5517
SH
SOLE
0
0
0
5517
Vanguard Admiral FDS Inc
500 GRTH IDX F
921932505
281
1609
SH
SOLE
0
0
0
1609
Vanguard BD Index Fd Inc
SHORT TRM BOND
921937827
328
4071
SH
SOLE
0
0
0
4071
Vanguard Index FDS
MID CAP ETF
922908629
335
1879
SH
SOLE
0
0
0
1879
Vanguard Index FDS
TOTAL STK MKT
922908769
800
4892
SH
SOLE
0
0
0
4892
Vanguard Index FDS
S&P 500 ETF SHS
922908363
1722
5820
SH
SOLE
0
0
0
5820
Vanguard Index FDS
LARGE CAP ETF
922908637
1156
7821
SH
SOLE
0
0
0
7821
Vanguard Index FDS
VALUE ETF
922908744
6156
51365
SH
SOLE
0
0
0
51365
Vanguard Index FDS
GROWTH ETF
922908736
18031
98976
SH
SOLE
0
0
0
98976
Vanguard Index FDS
REAL ESTATE ETF
922908553
12069
130069
SH
SOLE
0
0
0
130069
Vanguard Intl Equity Index FD
TT WRLD ST ETF
922042742
270
3336
SH
SOLE
0
0
0
3336
Vanguard Intl Equity Index FD
FTSE EMR MKT ETF
922042858
2176
48926
SH
SOLE
0
0
0
48926
Vanguard Scottsdale FDS
VNG RUS1000GRW
92206C680
370
2046
SH
SOLE
0
0
0
2046
Vanguard Tax Managed Intl FD
FTSE DEV MKT ETF
921943858
657
14912
SH
SOLE
0
0
0
14912
Vanguard World FD
MEGA CAP INDEX
921910873
1259
11272
SH
SOLE
0
0
0
11272
Vanguard World FD
COMM SRVC ETF
92204A884
19708
209809
SH
SOLE
0
0
0
209809
Verastem Inc
COM
92337C104
24
18000
SH
SOLE
0
0
0
18000
Verizon Communications Inc
COM
92343V104
1573
25622
SH
SOLE
0
0
0
25622
Visa Inc
CL A
92826C839
20077
106848
SH
SOLE
0
0
0
106848
Walmart Inc
COM
931142103
411
3457
SH
SOLE
0
0
0
3457
Watts Water Technologies Inc
CL A
942749102
495
4960
SH
SOLE
0
0
0
4960
Wells Fargo Co New
COM
949746101
457
8488
SH
SOLE
0
0
0
8488
Wisdomtree TR
US QTLY DIV GRT
97717X669
225
4652
SH
SOLE
0
0
0
4652
Wisdomtree TR
EM EX ST-OWNED
97717X578
10355
331692
SH
SOLE
0
0
0
331692
Yum Brands Inc
COM
988498101
209
2076
SH
SOLE
0
0
0
2076