0001214659-20-006406.txt : 20200720 0001214659-20-006406.hdr.sgml : 20200720 20200720125838 ACCESSION NUMBER: 0001214659-20-006406 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200720 DATE AS OF CHANGE: 20200720 EFFECTIVENESS DATE: 20200720 FILER: COMPANY DATA: COMPANY CONFORMED NAME: American Institute for Advanced Investment Management, LLP CENTRAL INDEX KEY: 0001805824 IRS NUMBER: 352455342 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20209 FILM NUMBER: 201036030 BUSINESS ADDRESS: STREET 1: 7337 E DOUBLETREE RANCH RD. STE 195 CITY: SCOTTSDALE STATE: AZ ZIP: 85258 BUSINESS PHONE: 4803461556 MAIL ADDRESS: STREET 1: 7337 E DOUBLETREE RANCH RD. STE 195 CITY: SCOTTSDALE STATE: AZ ZIP: 85258 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001805824 XXXXXXXX 06-30-2020 06-30-2020 false American Institute for Advanced Investment Management, LLP

7337 E DOUBLETREE RANCH RD. STE 195 SCOTTSDALE AZ 85258

13F HOLDINGS REPORT 028-20209 N Philip L Nagel 4803461556 /s/ Philip L Nagel Scottsdale AZ 07-17-2020 0 93 105927 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 337 3687 SH SOLE 0 0 3687 ABBVIE INC COM 00287Y109 642 6539 SH SOLE 0 0 6539 ALPHABET INC CAP STK CL A 02079K305 404 285 SH SOLE 0 0 285 AMAZON COM INC COM 023135106 1884 683 SH SOLE 0 0 683 APPLE INC COM 037833100 3076 8433 SH SOLE 0 0 8433 AT&T INC COM 00206R102 201 6665 SH SOLE 0 0 6665 BECTON DICKINSON & CO COM 075887109 230 962 SH SOLE 0 0 962 BERKSHIRE HATHAWAY INC DEL CL A 084670108 267 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 319 1786 SH SOLE 0 0 1786 CHEVRON CORP NEW COM 166764100 347 3886 SH SOLE 0 0 3886 COSTCO WHSL CORP NEW COM 22160K105 344 1136 SH SOLE 0 0 1136 DIGITAL RLTY TR INC COM 253868103 234 1650 SH SOLE 0 0 1650 EATON VANCE TX MNG BY WRT OP COM 27828Y108 1149 81345 SH SOLE 0 0 81345 ELECTRONIC ARTS INC COM 285512109 204 1545 SH SOLE 0 0 1545 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 538 11521 SH SOLE 0 0 11521 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 700 16087 SH SOLE 0 0 16087 FIRST TR NASDAQ-100 TECH IND CAP STRENGTH ETF 33733E104 1524 26086 SH SOLE 0 0 26086 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 226 6835 SH SOLE 0 0 6835 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 697 34938 SH SOLE 0 0 34938 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1662 90229 SH SOLE 500 0 89729 HOME DEPOT INC COM 437076102 1089 4349 SH SOLE 0 0 4349 ILLINOIS TOOL WKS INC COM 452308109 1997 11420 SH SOLE 0 0 11420 INTEL CORP COM 458140100 749 12526 SH SOLE 0 0 12526 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 2715 127576 SH SOLE 0 0 127576 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 HY 46138J601 2790 119829 SH SOLE 1080 0 118749 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 2877 134650 SH SOLE 0 0 134650 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 1599 70461 SH SOLE 625 0 69836 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 264 12000 SH SOLE 0 0 12000 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 346 14436 SH SOLE 0 0 14436 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 994 45675 SH SOLE 0 0 45675 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 876 39300 SH SOLE 0 0 39300 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1934 88655 SH SOLE 0 0 88655 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 319 5560 SH SOLE 0 0 5560 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 384 14445 SH SOLE 0 0 14445 INVESCO QQQ TR UNIT SER 1 46090E103 458 1851 SH SOLE 0 0 1851 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1668 16391 SH SOLE 0 0 16391 INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT 46137V399 209 11525 SH SOLE 100 0 11425 ISHARES TR 20 YR TR BD ETF 464287432 3309 20185 SH SOLE 0 0 20185 ISHARES TR BARCLAYS 7 10 YR 464287440 2922 23980 SH SOLE 0 0 23980 ISHARES TR MSCI MIN VOL ETF 46429B697 861 14193 SH SOLE 0 0 14193 ISHARES TR GNMA BOND ETF 46429B333 6602 128499 SH SOLE 450 0 128049 ISHARES TR JPMORGAN USD EMG 464288281 862 7893 SH SOLE 0 0 7893 ISHARES TR MSCI EMG MKT ETF 464287234 252 6300 SH SOLE 0 0 6300 ISHARES TR RUS 1000 VAL ETF 464287598 2430 21578 SH SOLE 0 0 21578 ISHARES TR RUS 1000 GRW ETF 464287614 6107 31815 SH SOLE 0 0 31815 ISHARES TR RUSSELL 2000 ETF 464287655 1706 11912 SH SOLE 0 0 11912 ISHARES TR SELECT DIVID ETF 464287168 202 2507 SH SOLE 0 0 2507 ISHARES TR SH TR CRPORT ETF 464288646 2619 47874 SH SOLE 0 0 47874 ISHARES TR U.S. TECH ETF 464287721 712 2639 SH SOLE 0 0 2639 ISHARES TR U.S. MED DVC ETF 464288810 1145 4325 SH SOLE 0 0 4325 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 427 18119 SH SOLE 0 0 18119 JOHNSON & JOHNSON COM 478160104 992 7052 SH SOLE 0 0 7052 MCDONALDS CORP COM 580135101 267 1445 SH SOLE 0 0 1445 MEDICAL PPTYS TRUST INC COM 58463J304 434 23059 SH SOLE 0 0 23059 MERCK & CO. INC COM 58933Y105 419 5420 SH SOLE 0 0 5420 MICROCHIP TECHNOLOGY INC. COM 595017104 742 7050 SH SOLE 0 0 7050 MICROSOFT CORP COM 594918104 2150 10567 SH SOLE 0 0 10567 NUVEEN HIGH INCOME 2020 TARG COM 67075L102 704 75656 SH SOLE 0 0 75656 NUVEEN INT DUR QUAL MUN TRM COM 670677103 320 22500 SH SOLE 0 0 22500 NUVEEN QUALITY MUNCP INCOME COM 67066V101 143 10167 SH SOLE 0 0 10167 ORBCOMM INC COM 68555P100 55 14299 SH SOLE 0 0 14299 PACER FDS TR TRENDP US LAR CP 69374H105 936 34425 SH SOLE 0 0 34425 PEPSICO INC COM 713448108 482 3645 SH SOLE 0 0 3645 PFIZER INC COM 717081103 287 8781 SH SOLE 0 0 8781 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1495 14705 SH SOLE 0 0 14705 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 255 2500 SH SOLE 0 0 2500 PROCTER AND GAMBLE CO COM 742718109 469 3919 SH SOLE 0 0 3919 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 978 42250 SH SOLE 0 0 42250 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1813 18115 SH SOLE 0 0 18115 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 250 3645 SH SOLE 0 0 3645 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 857 8200 SH SOLE 0 0 8200 SPDR GOLD TR GOLD SHS 78463V107 668 3993 SH SOLE 0 0 3993 SPDR S&P 500 ETF TR TR UNIT 78462F103 4190 13589 SH SOLE 0 0 13589 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1774 5466 SH SOLE 0 0 5466 SPDR SER TR S&P DIVID ETF 78464A763 1323 14504 SH SOLE 0 0 14504 TRI CONTL CORP COM 895436103 265 10723 SH SOLE 0 0 10723 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3039 25931 SH SOLE 0 0 25931 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1846 46615 SH SOLE 200 0 46415 VANGUARD INDEX FDS GROWTH ETF 922908736 1484 7342 SH SOLE 0 0 7342 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 668 3465 SH SOLE 0 0 3465 VANGUARD WORLD FDS INF TECH ETF 92204A702 1010 3625 SH SOLE 0 0 3625 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 293 3079 SH SOLE 0 0 3079 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 642 6711 SH SOLE 0 0 6711 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1237 7494 SH SOLE 0 0 7494 VANGUARD INDEX FDS MID CAP ETF 922908629 1043 6363 SH SOLE 0 0 6363 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1586 19081 SH SOLE 0 0 19081 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 255 3079 SH SOLE 0 0 3079 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2404 15357 SH SOLE 0 0 15357 VANGUARD INDEX FDS VALUE ETF 922908744 333 3348 SH SOLE 0 0 3348 VISA INC COM CL A 92826C839 507 2624 SH SOLE 0 0 2624 WALMART INC COM 931142103 235 1965 SH SOLE 0 0 1965 WASTE MGMT INC DEL COM 94106L109 221 2085 SH SOLE 0 0 2085 WISDOMTREE TR EMER MKT HIGH FD 97717W315 447 12384 SH SOLE 0 0 12384