The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 872 | 4,195 | SH | SOLE | 0 | 0 | 4,195 | ||
ABBVIE INC | COM | 00287Y109 | 688 | 8,535 | SH | SOLE | 0 | 0 | 8,535 | ||
ABERDEEN ASIA PACIFIC INCOM | COM | 003009107 | 53 | 12,467 | SH | SOLE | 0 | 0 | 12,467 | ||
AFLAC INC | COM | 001055102 | 702 | 14,031 | SH | SOLE | 0 | 0 | 14,031 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 826 | 4,526 | SH | SOLE | 0 | 0 | 4,526 | ||
ALLERGAN PLC | SHS | G0177J108 | 1,694 | 11,572 | SH | SOLE | 0 | 0 | 11,572 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 2,710 | 2,303 | SH | SOLE | 0 | 0 | 2,303 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 444 | 378 | SH | SOLE | 0 | 0 | 378 | ||
AMAZON COM INC | COM | 023135106 | 3,113 | 1,748 | SH | SOLE | 0 | 0 | 1,748 | ||
AMERCO | COM | 023586100 | 211 | 568 | SH | SOLE | 0 | 0 | 568 | ||
APPLE INC | COM | 037833100 | 2,481 | 13,061 | SH | SOLE | 0 | 0 | 13,061 | ||
ASSURANT INC | COM | 04621X108 | 647 | 6,814 | SH | SOLE | 0 | 0 | 6,814 | ||
AT&T INC | COM | 00206R102 | 765 | 24,403 | SH | SOLE | 0 | 0 | 24,403 | ||
AUTODESK INC | COM | 052769106 | 33 | 5,200 | SH | Put | SOLE | 0 | 0 | 5,200 | |
AUTODESK INC | COM | 052769106 | 823 | 5,279 | SH | SOLE | 0 | 0 | 5,279 | ||
AVALONBAY CMNTYS INC | COM | 053484101 | 2,071 | 10,315 | SH | SOLE | 0 | 0 | 10,315 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 301 | 1 | SH | SOLE | 0 | 0 | 1 | ||
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 775 | 22,176 | SH | SOLE | 0 | 0 | 22,176 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 315 | 6,609 | SH | SOLE | 0 | 0 | 6,609 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 740 | 17,745 | SH | SOLE | 0 | 0 | 17,745 | ||
CHEVRON CORP NEW | COM | 166764100 | 752 | 6,102 | SH | SOLE | 0 | 0 | 6,102 | ||
CHUBB LIMITED | COM | H1467J104 | 1,114 | 7,950 | SH | SOLE | 0 | 0 | 7,950 | ||
COCA COLA CO | COM | 191216100 | 603 | 12,875 | SH | SOLE | 0 | 0 | 12,875 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 821 | 9,683 | SH | SOLE | 0 | 0 | 9,683 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 381 | 1,575 | SH | SOLE | 0 | 0 | 1,575 | ||
CUMMINS INC | COM | 231021106 | 744 | 4,715 | SH | SOLE | 0 | 0 | 4,715 | ||
CVS HEALTH CORP | COM | 126650100 | 475 | 8,809 | SH | SOLE | 0 | 0 | 8,809 | ||
DIGITAL RLTY TR INC | COM | 253868103 | 657 | 5,519 | SH | SOLE | 0 | 0 | 5,519 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 2,647 | 23,842 | SH | SOLE | 0 | 0 | 23,842 | ||
DOMINION ENERGY INC | COM | 25746U109 | 808 | 10,534 | SH | SOLE | 0 | 0 | 10,534 | ||
EAGLE BANCORP INC MD | COM | 268948106 | 1,569 | 31,262 | SH | SOLE | 0 | 0 | 31,262 | ||
EMERSON ELEC CO | COM | 291011104 | 662 | 9,673 | SH | SOLE | 0 | 0 | 9,673 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 250 | 8,590 | SH | SOLE | 0 | 0 | 8,590 | ||
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 680 | 5,945 | SH | SOLE | 0 | 0 | 5,945 | ||
ESSEX PPTY TR INC | COM | 297178105 | 676 | 2,337 | SH | SOLE | 0 | 0 | 2,337 | ||
EXXON MOBIL CORP | COM | 30231G102 | 832 | 10,302 | SH | SOLE | 0 | 0 | 10,302 | ||
FACEBOOK INC | CL A | 30303M102 | 254 | 1,524 | SH | SOLE | 0 | 0 | 1,524 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 676 | 3,994 | SH | SOLE | 0 | 0 | 3,994 | ||
GENERAL MLS INC | COM | 370334104 | 2,700 | 52,168 | SH | SOLE | 0 | 0 | 52,168 | ||
GENUINE PARTS CO | COM | 372460105 | 760 | 6,782 | SH | SOLE | 0 | 0 | 6,782 | ||
GILEAD SCIENCES INC | COM | 375558103 | 737 | 11,331 | SH | SOLE | 0 | 0 | 11,331 | ||
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 220 | 5,273 | SH | SOLE | 0 | 0 | 5,273 | ||
INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 46137V837 | 837 | 14,768 | SH | SOLE | 0 | 0 | 14,768 | ||
INVESCO EXCHNG TRADED FD TR | DWA DEV MKTS | 46138E875 | 570 | 22,052 | SH | SOLE | 0 | 0 | 22,052 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 6,373 | 63,931 | SH | SOLE | 0 | 0 | 63,931 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 6,219 | 122,159 | SH | SOLE | 0 | 0 | 122,159 | ||
ISHARES TR | INTL MOMENTUM FT | 46434V449 | 2,727 | 95,459 | SH | SOLE | 0 | 0 | 95,459 | ||
ISHARES TR | INTL QLTY FACTOR | 46434V456 | 232 | 7,937 | SH | SOLE | 0 | 0 | 7,937 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 2,055 | 28,481 | SH | SOLE | 0 | 0 | 28,481 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 1,359 | 12,156 | SH | SOLE | 0 | 0 | 12,156 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 215 | 2,025 | SH | SOLE | 0 | 0 | 2,025 | ||
ISHARES TR | U.S. FIN SVC ETF | 464287770 | 878 | 7,035 | SH | SOLE | 0 | 0 | 7,035 | ||
ISHARES TR | USA MOMENTUM FCT | 46432F396 | 2,631 | 23,452 | SH | SOLE | 0 | 0 | 23,452 | ||
ISHARES TR | USA QUALITY FCTR | 46432F339 | 2,661 | 30,051 | SH | SOLE | 0 | 0 | 30,051 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,076 | 7,698 | SH | SOLE | 0 | 0 | 7,698 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 289 | 2,852 | SH | SOLE | 0 | 0 | 2,852 | ||
KELLOGG CO | COM | 487836108 | 595 | 10,363 | SH | SOLE | 0 | 0 | 10,363 | ||
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 308 | 5,072 | SH | SOLE | 0 | 0 | 5,072 | ||
MCDONALDS CORP | COM | 580135101 | 678 | 3,569 | SH | SOLE | 0 | 0 | 3,569 | ||
MEDTRONIC PLC | SHS | G5960L103 | 630 | 6,918 | SH | SOLE | 0 | 0 | 6,918 | ||
MICROSOFT CORP | COM | 594918104 | 462 | 3,921 | SH | SOLE | 0 | 0 | 3,921 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 632 | 2,344 | SH | SOLE | 0 | 0 | 2,344 | ||
NUTANIX INC | CL A | 67059N108 | 3,774 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
PEOPLES UTD FINL INC | COM | 712704105 | 700 | 42,589 | SH | SOLE | 0 | 0 | 42,589 | ||
PEPSICO INC | COM | 713448108 | 974 | 7,948 | SH | SOLE | 0 | 0 | 7,948 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 769 | 8,699 | SH | SOLE | 0 | 0 | 8,699 | ||
PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 | 284 | 2,837 | SH | SOLE | 0 | 0 | 2,837 | ||
POLARIS INDS INC | COM | 731068102 | 694 | 8,214 | SH | SOLE | 0 | 0 | 8,214 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,227 | 11,790 | SH | SOLE | 0 | 0 | 11,790 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 815 | 7,109 | SH | SOLE | 0 | 0 | 7,109 | ||
RYDER SYS INC | COM | 783549108 | 768 | 12,397 | SH | SOLE | 0 | 0 | 12,397 | ||
SALESFORCE COM INC | COM | 79466L302 | 2,191 | 13,834 | SH | SOLE | 0 | 0 | 13,834 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 676 | 1,569 | SH | SOLE | 0 | 0 | 1,569 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 4,401 | 150,662 | SH | SOLE | 0 | 0 | 150,662 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 8 | 2,400 | SH | Put | SOLE | 0 | 0 | 2,400 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 698 | 2,471 | SH | SOLE | 0 | 0 | 2,471 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 484 | 1,400 | SH | SOLE | 0 | 0 | 1,400 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 6 | 1,400 | SH | Put | SOLE | 0 | 0 | 1,400 | |
SPDR SER TR | BLOOMBERG SRT TR | 78468R408 | 3,245 | 119,078 | SH | SOLE | 0 | 0 | 119,078 | ||
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 215 | 4,436 | SH | SOLE | 0 | 0 | 4,436 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 259 | 6,849 | SH | SOLE | 0 | 0 | 6,849 | ||
SPDR SERIES TRUST | HLTH CR EQUIP | 78464A581 | 1,794 | 22,328 | SH | SOLE | 0 | 0 | 22,328 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 1,931 | 36,750 | SH | SOLE | 0 | 0 | 36,750 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 587 | 9,832 | SH | SOLE | 0 | 0 | 9,832 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 618 | 10,243 | SH | SOLE | 0 | 0 | 10,243 | ||
SPDR SERIES TRUST | S&P BK ETF | 78464A797 | 1,715 | 41,057 | SH | SOLE | 0 | 0 | 41,057 | ||
SSGA ACTIVE TR | SPDR DBLELN SHRT | 78470P200 | 4,249 | 86,296 | SH | SOLE | 0 | 0 | 86,296 | ||
TORONTO DOMINION BK ONT | COM NEW | 891160509 | 693 | 12,761 | SH | SOLE | 0 | 0 | 12,761 | ||
UNILEVER PLC | SPON ADR NEW | 904767704 | 742 | 12,848 | SH | SOLE | 0 | 0 | 12,848 | ||
UNION PACIFIC CORP | COM | 907818108 | 676 | 4,041 | SH | SOLE | 0 | 0 | 4,041 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 776 | 6,022 | SH | SOLE | 0 | 0 | 6,022 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 483 | 4,409 | SH | SOLE | 0 | 0 | 4,409 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,140 | 8,859 | SH | SOLE | 0 | 0 | 8,859 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 576 | 5,351 | SH | SOLE | 0 | 0 | 5,351 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 6,872 | 137,028 | SH | SOLE | 0 | 0 | 137,028 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 607 | 14,287 | SH | SOLE | 0 | 0 | 14,287 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 341 | 6,367 | SH | SOLE | 0 | 0 | 6,367 | ||
VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | 563 | 8,543 | SH | SOLE | 0 | 0 | 8,543 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 253 | 5,199 | SH | SOLE | 0 | 0 | 5,199 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 296 | 3,459 | SH | SOLE | 0 | 0 | 3,459 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 258 | 1,496 | SH | SOLE | 0 | 0 | 1,496 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 364 | 1,814 | SH | SOLE | 0 | 0 | 1,814 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,118 | 18,909 | SH | SOLE | 0 | 0 | 18,909 | ||
VISA INC | COM CL A | 92826C839 | 976 | 6,250 | SH | SOLE | 0 | 0 | 6,250 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 695 | 6,688 | SH | SOLE | 0 | 0 | 6,688 | ||
WISDOMTREE TR | CURRNCY INT EQ | 97717X263 | 3,085 | 108,217 | SH | SOLE | 0 | 0 | 108,217 | ||
WISDOMTREE TR | DYNAMIC LNG EQ | 97717X313 | 1,415 | 48,214 | SH | SOLE | 0 | 0 | 48,214 | ||
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 2,118 | 73,462 | SH | SOLE | 0 | 0 | 73,462 | ||
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 3,638 | 82,994 | SH | SOLE | 0 | 0 | 82,994 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 859 | 18,235 | SH | SOLE | 0 | 0 | 18,235 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 362 | 6,197 | SH | SOLE | 0 | 0 | 6,197 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717X628 | 2,455 | 97,882 | SH | SOLE | 0 | 0 | 97,882 | ||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 2,416 | 91,769 | SH | SOLE | 0 | 0 | 91,769 | ||
WISDOMTREE TR | INTL MIDCAP DV | 97717W778 | 2,353 | 37,902 | SH | SOLE | 0 | 0 | 37,902 | ||
WISDOMTREE TR | INTL QULTY DIV | 97717X131 | 4,526 | 157,480 | SH | SOLE | 0 | 0 | 157,480 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 3,044 | 46,258 | SH | SOLE | 0 | 0 | 46,258 | ||
WISDOMTREE TR | JP SMALLCP DIV | 97717W836 | 298 | 4,372 | SH | SOLE | 0 | 0 | 4,372 | ||
WISDOMTREE TR | US LARGECAP FUND | 97717W588 | 2,504 | 78,780 | SH | SOLE | 0 | 0 | 78,780 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 3,285 | 91,782 | SH | SOLE | 0 | 0 | 91,782 | ||
WISDOMTREE TR | US MIDCAP FUND | 97717W570 | 1,925 | 48,930 | SH | SOLE | 0 | 0 | 48,930 | ||
WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | 2,385 | 66,044 | SH | SOLE | 0 | 0 | 66,044 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 4,587 | 92,062 | SH | SOLE | 0 | 0 | 92,062 |