0001144204-15-000351.txt : 20150105
0001144204-15-000351.hdr.sgml : 20150105
20150105144516
ACCESSION NUMBER: 0001144204-15-000351
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150105
DATE AS OF CHANGE: 20150105
EFFECTIVENESS DATE: 20150105
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: D. SCOTT NEAL, INC.
CENTRAL INDEX KEY: 0001596920
IRS NUMBER: 611287393
STATE OF INCORPORATION: KY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15681
FILM NUMBER: 15504077
BUSINESS ADDRESS:
STREET 1: P.O. BOX 2010
CITY: LEXINGTON
STATE: KY
ZIP: 40588
BUSINESS PHONE: 8592543036
MAIL ADDRESS:
STREET 1: P.O. BOX 2010
CITY: LEXINGTON
STATE: KY
ZIP: 40588
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001596920
XXXXXXXX
12-31-2014
12-31-2014
false
D. SCOTT NEAL, INC.
P.o. Box 2010
Lexington
KY
40588
13F HOLDINGS REPORT
028-15681
N
Jerry Zimmerer
CCO
502-459-7199
/s/Jerry Zimmerer
Louisville
KY
01-05-2015
0
37
142099
INFORMATION TABLE
2
infotable.xml
Alexion Pharma Inc
SK
015351109
370
2000
SH
SOLE
0
0
2000
Applied Dna Sciences New
SK
03815U102
64
23384
SH
SOLE
0
0
23384
BB&T Corporation
SK
054937107
310
7977
SH
SOLE
0
0
7977
Catamaran Corp
SK
78505P100
518
10000
SH
SOLE
0
0
10000
Caterpillar Inc
SK
149123101
599
6547
SH
SOLE
0
0
6547
Cubist Pharmaceuticals
SK
229678107
201
2000
SH
SOLE
0
0
2000
Exxon Mobil Corporation
SK
30231G102
844
9131
SH
SOLE
0
0
9131
Intel Corp
SK
458140100
201
5545
SH
SOLE
0
0
5545
International Business Machines
SK
459200101
312
1946
SH
SOLE
0
0
1946
Ishares 7-10 Year Treasury
ET
464287440
18393
173535
SH
SOLE
0
0
173535
Ishares Barclay's Int Credit Bond
ET
464288638
20507
187572
SH
SOLE
0
0
187572
Ishares Dividend Index
ET
464287168
4164
52446
SH
SOLE
0
0
52446
Ishares Floating Rate Bond Etf
ET
46429B655
278
5495
SH
SOLE
0
0
5495
Ishares Mortgage Backed Fixed Income
ET
464288588
538
4920
SH
SOLE
0
0
4920
Ishares Russell 1000 Index
ET
464287622
638
5563
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SOLE
0
0
5563
Johnson & Johnson
SK
478160104
438
4188
SH
SOLE
0
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4188
Merck & Company
SK
58933Y105
709
12490
SH
SOLE
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12490
Powershares QQQ Trust Ser 1
ET
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12275
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SOLE
0
0
118882
ProShares Ultra QQQ
ET
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2426
17740
SH
SOLE
0
0
17740
Proctor & Gamble
SK
742718109
268
2944
SH
SOLE
0
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2944
Proshares Ultra Russell 2000
ET
74347R842
218
2410
SH
SOLE
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2410
Proshares Ultra S&P 500
ET
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4840
SH
SOLE
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4840
SPDR S&P 400 Mid Cap
ET
78467Y107
8534
32329
SH
SOLE
0
0
32329
SPDR S&P 500 Index
ET
78462F103
21409
104162
SH
SOLE
0
0
104162
Schwab Interm-Term U.S. Trsy
ET
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1192
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SH
SOLE
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Schwab International Equity
ET
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691
23917
SH
SOLE
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Schwab US Broad Equity Market
ET
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999
20051
SH
SOLE
0
0
20051
US Bancorp Del New
SK
902973304
340
7553
SH
SOLE
0
0
7553
Vanguard Emerging Markets Index
ET
922042858
6674
166772
SH
SOLE
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166772
Vanguard FTSE All-World ex-US
ET
922042775
503
10734
SH
SOLE
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0
10734
Vanguard Interm-Tm Govt Bond Index
ET
92206C706
592
9174
SH
SOLE
0
0
9174
Vanguard REIT Index
ET
922908553
14218
175529
SH
SOLE
0
0
175529
Vanguard Short-Term Corp Bd Idx ETF
ET
92206C409
818
10268
SH
SOLE
0
0
10268
iShares DJ Real Estate Index
ET
464287739
9399
122320
SH
SOLE
0
0
122320
iShares Lehman 1-3 yr Treasury Bonds
ET
464287457
709
8400
SH
SOLE
0
0
8400
iShares MSCI-EAFE Index
ET
464287465
3776
62066
SH
SOLE
0
0
62066
iShares Russell 2000 Index
ET
464287655
7353
61468
SH
SOLE
0
0
61468