0001085146-19-000445.txt : 20190208 0001085146-19-000445.hdr.sgml : 20190208 20190208173014 ACCESSION NUMBER: 0001085146-19-000445 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190208 DATE AS OF CHANGE: 20190208 EFFECTIVENESS DATE: 20190208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TOTAL INVESTMENT MANAGEMENT INC CENTRAL INDEX KEY: 0001068804 IRS NUMBER: 860912979 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17732 FILM NUMBER: 19581146 BUSINESS ADDRESS: STREET 1: 9383 E BAHIA DR #120 CITY: SCOTTSDALE STATE: AZ ZIP: 85260 BUSINESS PHONE: 4809985735 MAIL ADDRESS: STREET 1: 9383 E BAHIA DR #120 CITY: SCOTTSDALE STATE: AZ ZIP: 85260 FORMER COMPANY: FORMER CONFORMED NAME: TOTAL INVESTMENT MANAGEMENT INC /ADV DATE OF NAME CHANGE: 19980821 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001068804 XXXXXXXX 12-31-2018 12-31-2018 false TOTAL INVESTMENT MANAGEMENT INC
9383 E BAHIA DR #120 SCOTTSDALE AZ 85260
13F HOLDINGS REPORT 028-17732 N
Gerardo Martinez Regulatory Consultant 310-275-7300 /s/ Gerardo Martinez Beverly Hills CA 02-07-2019 0 50 315552
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM 023135106 611 374 SH SOLE 0 0 374 APPLE INC COM 037833100 1842 10756 SH SOLE 0 0 10756 AT&T INC COM 00206R102 204 6904 SH SOLE 0 0 6904 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 320 1533 SH SOLE 0 0 1533 BLACKROCK MUNIHLDGS FD II IN COM 09253P109 342 25051 SH SOLE 0 0 25051 BLACKROCK MUNIY QUALITY FD I COM 09254G108 300 24987 SH SOLE 0 0 24987 BOEING CO COM 097023105 465 1172 SH SOLE 0 0 1172 CATERPILLAR INC DEL COM 149123101 250 1910 SH SOLE 0 0 1910 CHEVRON CORP NEW COM 166764100 315 2627 SH SOLE 0 0 2627 CISCO SYS INC COM 17275R102 315 6653 SH SOLE 0 0 6653 COCA COLA CO COM 191216100 250 5075 SH SOLE 0 0 5075 COLUMBIA PPTY TR INC COM NEW 198287203 919 41215 SH SOLE 0 0 41215 DELTA AIR LINES INC DEL COM NEW 247361702 268 5329 SH SOLE 0 0 5329 EXXON MOBIL CORP COM 30231G102 243 3246 SH SOLE 0 0 3246 FIRST TR EXCH TRD ALPHA FD I DEV MRK EX US 33737J174 42534 787384 SH SOLE 0 0 787384 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 677 11295 SH SOLE 0 0 11295 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 26344 434784 SH SOLE 0 0 434784 FIRST TR LRG CP GRWTH ALPHAD COM SHS 33735K108 352 5560 SH SOLE 0 0 5560 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 43570 853804 SH SOLE 0 0 853804 INTEL CORP COM 458140100 212 4313 SH SOLE 0 0 4313 INTERNATIONAL BUSINESS MACHS COM 459200101 218 1616 SH SOLE 0 0 1616 INVESCO QQQ TR UNIT SER 1 46090E103 1472 8684 SH SOLE 0 0 8684 ISHARES INC CORE MSCI EMKT 46434G103 660 12817 SH SOLE 0 0 12817 ISHARES TR CORE S&P500 ETF 464287200 1207 4409 SH SOLE 0 0 4409 ISHARES TR CORE US AGGBD ET 464287226 1164 10888 SH SOLE 0 0 10888 ISHARES TR IBOXX INV CP ETF 464287242 3787 32693 SH SOLE 0 0 32693 ISHARES TR S&P 500 GRWT ETF 464287309 986 6045 SH SOLE 0 0 6045 ISHARES TR S&P 500 VAL ETF 464287408 366 3313 SH SOLE 0 0 3313 JP MORGAN EXCHANGE TRADED FD DIV RTN GLB EQ 46641Q100 47746 818121 SH SOLE 0 0 818121 JP MORGAN EXCHANGE TRADED FD JPMORGAN DIVER 46641Q407 47969 677618 SH SOLE 0 0 677618 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 618 12311 SH SOLE 0 0 12311 JPMORGAN CHASE & CO COM 46625H100 305 2927 SH SOLE 0 0 2927 MICROSOFT CORP COM 594918104 276 2609 SH SOLE 0 0 2609 ORACLE CORP COM 68389X105 1824 35746 SH SOLE 0 0 35746 PFIZER INC COM 717081103 283 6668 SH SOLE 0 0 6668 PROCTER AND GAMBLE CO COM 742718109 221 2254 SH SOLE 0 0 2254 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 23391 911923 SH SOLE 0 0 911923 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 215 5864 SH SOLE 0 0 5864 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 762 20648 SH SOLE 0 0 20648 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 17226 339155 SH SOLE 0 0 339155 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 419 6385 SH SOLE 0 0 6385 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 546 10879 SH SOLE 0 0 10879 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 410 5403 SH SOLE 0 0 5403 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1212 22782 SH SOLE 0 0 22782 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19398 298062 SH SOLE 0 0 298062 SOUTHWEST AIRLS CO COM 844741108 270 4634 SH SOLE 0 0 4634 SPDR GOLD TRUST GOLD SHS 78463V107 19345 156057 SH SOLE 0 0 156057 SPDR S&P 500 ETF TR TR UNIT 78462F103 232 853 SH SOLE 0 0 853 UNITED CONTL HLDGS INC COM 910047109 2451 27652 SH SOLE 0 0 27652 VERIZON COMMUNICATIONS INC COM 92343V104 240 4449 SH SOLE 0 0 4449