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 | 1,549 | 8,780 | SH | SOLE | 0 | 0 | 8,780 | ||
ABBVIE INC | COM | 00287Y109 | 2,084 | 23,542 | SH | SOLE | 0 | 0 | 23,542 | ||
AFLAC INC | COM | 001055102 | 1,970 | 37,235 | SH | SOLE | 0 | 0 | 37,235 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 1,570 | 6,682 | SH | SOLE | 0 | 0 | 6,682 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,810 | 8,536 | SH | SOLE | 0 | 0 | 8,536 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 2,530 | 1,889 | SH | SOLE | 0 | 0 | 1,889 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 594 | 444 | SH | SOLE | 0 | 0 | 444 | ||
AMAZON COM INC | COM | 023135106 | 2,958 | 1,601 | SH | SOLE | 0 | 0 | 1,601 | ||
AMGEN INC | COM | 031162100 | 294 | 1,220 | SH | SOLE | 0 | 0 | 1,220 | ||
APPLE INC | COM | 037833100 | 2,619 | 8,919 | SH | SOLE | 0 | 0 | 8,919 | ||
APPLIED MATLS INC | COM | 038222105 | 216 | 3,545 | SH | SOLE | 0 | 0 | 3,545 | ||
ASSURANT INC | COM | 04621X108 | 2,285 | 17,436 | SH | SOLE | 0 | 0 | 17,436 | ||
AT&T INC | COM | 00206R102 | 2,282 | 58,405 | SH | SOLE | 0 | 0 | 58,405 | ||
AUTODESK INC | COM | 052769106 | 968 | 5,279 | SH | SOLE | 0 | 0 | 5,279 | ||
AUTODESK INC | COM | 052769106 | 1 | 5,200 | SH | Put | SOLE | 0 | 0 | 5,200 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 2,525 | 12,039 | SH | SOLE | 0 | 0 | 12,039 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 784 | 3,463 | SH | SOLE | 0 | 0 | 3,463 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 1,880 | 33,613 | SH | SOLE | 0 | 0 | 33,613 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 2,074 | 32,311 | SH | SOLE | 0 | 0 | 32,311 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 676 | 15,920 | SH | SOLE | 0 | 0 | 15,920 | ||
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 1,610 | 50,178 | SH | SOLE | 0 | 0 | 50,178 | ||
CHEVRON CORP NEW | COM | 166764100 | 2,130 | 17,673 | SH | SOLE | 0 | 0 | 17,673 | ||
CLOROX CO DEL | COM | 189054109 | 1,402 | 9,130 | SH | SOLE | 0 | 0 | 9,130 | ||
COCA COLA CO | COM | 191216100 | 2,015 | 36,399 | SH | SOLE | 0 | 0 | 36,399 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 1,407 | 20,437 | SH | SOLE | 0 | 0 | 20,437 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 2,126 | 23,499 | SH | SOLE | 0 | 0 | 23,499 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 456 | 1,552 | SH | SOLE | 0 | 0 | 1,552 | ||
CUMMINS INC | COM | 231021106 | 2,197 | 12,275 | SH | SOLE | 0 | 0 | 12,275 | ||
CVS HEALTH CORP | COM | 126650100 | 494 | 6,656 | SH | SOLE | 0 | 0 | 6,656 | ||
DIGITAL RLTY TR INC | COM | 253868103 | 2,038 | 17,020 | SH | SOLE | 0 | 0 | 17,020 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 2,715 | 18,774 | SH | SOLE | 0 | 0 | 18,774 | ||
DOMINION ENERGY INC | COM | 25746U109 | 2,098 | 25,327 | SH | SOLE | 0 | 0 | 25,327 | ||
EAGLE BANCORP INC MD | COM | 268948106 | 921 | 18,938 | SH | SOLE | 0 | 0 | 18,938 | ||
EMERSON ELEC CO | COM | 291011104 | 2,125 | 27,868 | SH | SOLE | 0 | 0 | 27,868 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 617 | 48,102 | SH | SOLE | 0 | 0 | 48,102 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 886 | 31,451 | SH | SOLE | 0 | 0 | 31,451 | ||
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 2,436 | 34,611 | SH | SOLE | 0 | 0 | 34,611 | ||
ESSEX PPTY TR INC | COM | 297178105 | 2,128 | 7,074 | SH | SOLE | 0 | 0 | 7,074 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,899 | 27,216 | SH | SOLE | 0 | 0 | 27,216 | ||
FACEBOOK INC | CL A | 30303M102 | 430 | 2,096 | SH | SOLE | 0 | 0 | 2,096 | ||
FORD MTR CO DEL | COM | 345370860 | 123 | 13,200 | SH | SOLE | 0 | 0 | 13,200 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 2,024 | 11,477 | SH | SOLE | 0 | 0 | 11,477 | ||
GENERAL MLS INC | COM | 370334104 | 2,692 | 50,270 | SH | SOLE | 0 | 0 | 50,270 | ||
GENUINE PARTS CO | COM | 372460105 | 1,999 | 18,814 | SH | SOLE | 0 | 0 | 18,814 | ||
GILEAD SCIENCES INC | COM | 375558103 | 1,381 | 21,249 | SH | SOLE | 0 | 0 | 21,249 | ||
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 352 | 7,485 | SH | SOLE | 0 | 0 | 7,485 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 1,617 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | ||
INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 46137V837 | 804 | 12,493 | SH | SOLE | 0 | 0 | 12,493 | ||
INVESCO EXCHNG TRADED FD TR | DWA DEV MKTS | 46138E875 | 344 | 11,946 | SH | SOLE | 0 | 0 | 11,946 | ||
INVESCO EXCHNG TRADED FD TR | S&P INTL LOW | 46138E230 | 584 | 17,116 | SH | SOLE | 0 | 0 | 17,116 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 5,725 | 56,846 | SH | SOLE | 0 | 0 | 56,846 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 555 | 6,419 | SH | SOLE | 0 | 0 | 6,419 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 5,447 | 106,975 | SH | SOLE | 0 | 0 | 106,975 | ||
ISHARES TR | INTL MOMENTUM FT | 46434V449 | 3,185 | 102,170 | SH | SOLE | 0 | 0 | 102,170 | ||
ISHARES TR | INTL QLTY FACTOR | 46434V456 | 256 | 7,937 | SH | SOLE | 0 | 0 | 7,937 | ||
ISHARES TR | INTRM TR CRP ETF | 464288638 | 262 | 4,516 | SH | SOLE | 0 | 0 | 4,516 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 2,290 | 28,900 | SH | SOLE | 0 | 0 | 28,900 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 290 | 2,406 | SH | SOLE | 0 | 0 | 2,406 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 288 | 4,828 | SH | SOLE | 0 | 0 | 4,828 | ||
ISHARES TR | SH TR CRPORT ETF | 464288646 | 262 | 4,886 | SH | SOLE | 0 | 0 | 4,886 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 219 | 2,052 | SH | SOLE | 0 | 0 | 2,052 | ||
ISHARES TR | U.S. FIN SVC ETF | 464287770 | 250 | 1,643 | SH | SOLE | 0 | 0 | 1,643 | ||
ISHARES TR | USA MOMENTUM FCT | 46432F396 | 1,682 | 13,396 | SH | SOLE | 0 | 0 | 13,396 | ||
ISHARES TR | USA QUALITY FCTR | 46432F339 | 2,088 | 20,670 | SH | SOLE | 0 | 0 | 20,670 | ||
JOHNSON & JOHNSON | COM | 478160104 | 2,267 | 15,543 | SH | SOLE | 0 | 0 | 15,543 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 350 | 2,508 | SH | SOLE | 0 | 0 | 2,508 | ||
KELLOGG CO | COM | 487836108 | 2,352 | 34,004 | SH | SOLE | 0 | 0 | 34,004 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 1,469 | 10,680 | SH | SOLE | 0 | 0 | 10,680 | ||
LYFT INC | CL A COM | 55087P104 | 919 | 21,366 | SH | SOLE | 0 | 0 | 21,366 | ||
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 910 | 14,482 | SH | SOLE | 0 | 0 | 14,482 | ||
MCDONALDS CORP | COM | 580135101 | 1,928 | 9,757 | SH | SOLE | 0 | 0 | 9,757 | ||
MEDTRONIC PLC | SHS | G5960L103 | 2,171 | 19,140 | SH | SOLE | 0 | 0 | 19,140 | ||
MICROSOFT CORP | COM | 594918104 | 1,020 | 6,468 | SH | SOLE | 0 | 0 | 6,468 | ||
NIKE INC | CL B | 654106103 | 1,654 | 16,330 | SH | SOLE | 0 | 0 | 16,330 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 2,239 | 6,508 | SH | SOLE | 0 | 0 | 6,508 | ||
NUTANIX INC | CL A | 67059N108 | 938 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 246 | 1,063 | SH | SOLE | 0 | 0 | 1,063 | ||
PEOPLES UTD FINL INC | COM | 712704105 | 2,034 | 120,367 | SH | SOLE | 0 | 0 | 120,367 | ||
PEPSICO INC | COM | 713448108 | 2,306 | 16,874 | SH | SOLE | 0 | 0 | 16,874 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 1,832 | 21,528 | SH | SOLE | 0 | 0 | 21,528 | ||
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 537 | 29,226 | SH | SOLE | 0 | 0 | 29,226 | ||
POLARIS INC | COM | 731068102 | 2,157 | 21,213 | SH | SOLE | 0 | 0 | 21,213 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 2,561 | 20,504 | SH | SOLE | 0 | 0 | 20,504 | ||
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | 460 | 6,090 | SH | SOLE | 0 | 0 | 6,090 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 232 | 2,470 | SH | SOLE | 0 | 0 | 2,470 | ||
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 200 | 3,395 | SH | SOLE | 0 | 0 | 3,395 | ||
RESMED INC | COM | 761152107 | 262 | 1,688 | SH | SOLE | 0 | 0 | 1,688 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 1,409 | 10,555 | SH | SOLE | 0 | 0 | 10,555 | ||
RYDER SYS INC | COM | 783549108 | 1,893 | 34,847 | SH | SOLE | 0 | 0 | 34,847 | ||
SALESFORCE COM INC | COM | 79466L302 | 1,997 | 12,276 | SH | SOLE | 0 | 0 | 12,276 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 783 | 27,062 | SH | SOLE | 0 | 0 | 27,062 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 262 | 5,187 | SH | SOLE | 0 | 0 | 5,187 | ||
SERVICENOW INC | COM | 81762P102 | 261 | 925 | SH | SOLE | 0 | 0 | 925 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 2,324 | 3,982 | SH | SOLE | 0 | 0 | 3,982 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 5,549 | 177,015 | SH | SOLE | 0 | 0 | 177,015 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,680 | 8,328 | SH | SOLE | 0 | 0 | 8,328 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 15 | 2,400 | SH | Put | SOLE | 0 | 0 | 2,400 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 10 | 1,400 | SH | Put | SOLE | 0 | 0 | 1,400 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 531 | 1,414 | SH | SOLE | 0 | 0 | 1,414 | ||
SPDR SERIES TRUST | BLOOMBERG SRT TR | 78468R408 | 2,691 | 99,897 | SH | SOLE | 0 | 0 | 99,897 | ||
SPDR SERIES TRUST | HLTH CR EQUIP | 78464A581 | 779 | 9,099 | SH | SOLE | 0 | 0 | 9,099 | ||
SPDR SERIES TRUST | NUVEEN BLMBRG SR | 78468R739 | 220 | 4,488 | SH | SOLE | 0 | 0 | 4,488 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 323 | 7,701 | SH | SOLE | 0 | 0 | 7,701 | ||
SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | 271 | 6,868 | SH | SOLE | 0 | 0 | 6,868 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 346 | 9,897 | SH | SOLE | 0 | 0 | 9,897 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 2,209 | 38,685 | SH | SOLE | 0 | 0 | 38,685 | ||
SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | 213 | 3,893 | SH | SOLE | 0 | 0 | 3,893 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 841 | 13,035 | SH | SOLE | 0 | 0 | 13,035 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 1,200 | 18,264 | SH | SOLE | 0 | 0 | 18,264 | ||
SPDR SERIES TRUST | S&P BK ETF | 78464A797 | 671 | 14,184 | SH | SOLE | 0 | 0 | 14,184 | ||
SSGA ACTIVE TR | SPDR DBLELN SHRT | 78470P200 | 5,069 | 102,467 | SH | SOLE | 0 | 0 | 102,467 | ||
TORONTO DOMINION BK ONT | COM NEW | 891160509 | 674 | 11,999 | SH | SOLE | 0 | 0 | 11,999 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 1,886 | 13,770 | SH | SOLE | 0 | 0 | 13,770 | ||
UNILEVER PLC | SPON ADR NEW | 904767704 | 614 | 10,747 | SH | SOLE | 0 | 0 | 10,747 | ||
UNION PACIFIC CORP | COM | 907818108 | 2,043 | 11,302 | SH | SOLE | 0 | 0 | 11,302 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 2,215 | 14,791 | SH | SOLE | 0 | 0 | 14,791 | ||
VANECK VECTORS ETF TRUST | FALLEN ANGEL HG | 92189F437 | 264 | 8,858 | SH | SOLE | 0 | 0 | 8,858 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 1,601 | 19,094 | SH | SOLE | 0 | 0 | 19,094 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 357 | 2,862 | SH | SOLE | 0 | 0 | 2,862 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 234 | 790 | SH | SOLE | 0 | 0 | 790 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 811 | 5,919 | SH | SOLE | 0 | 0 | 5,919 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 232 | 1,939 | SH | SOLE | 0 | 0 | 1,939 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 7,179 | 133,566 | SH | SOLE | 0 | 0 | 133,566 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 330 | 7,420 | SH | SOLE | 0 | 0 | 7,420 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 227 | 2,421 | SH | SOLE | 0 | 0 | 2,421 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 250 | 1,021 | SH | SOLE | 0 | 0 | 1,021 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 2,255 | 36,718 | SH | SOLE | 0 | 0 | 36,718 | ||
VISA INC | COM CL A | 92826C839 | 2,502 | 13,315 | SH | SOLE | 0 | 0 | 13,315 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 1,999 | 17,542 | SH | SOLE | 0 | 0 | 17,542 | ||
WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 953 | 657 | SH | SOLE | 0 | 0 | 657 | ||
WISDOMTREE TR | CURRNCY INT EQ | 97717X263 | 3,170 | 104,627 | SH | SOLE | 0 | 0 | 104,627 | ||
WISDOMTREE TR | DYNAMIC LNG EQ | 97717X313 | 1,394 | 49,683 | SH | SOLE | 0 | 0 | 49,683 | ||
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 1,546 | 49,534 | SH | SOLE | 0 | 0 | 49,534 | ||
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 4,722 | 103,163 | SH | SOLE | 0 | 0 | 103,163 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 489 | 10,225 | SH | SOLE | 0 | 0 | 10,225 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 200 | 3,065 | SH | SOLE | 0 | 0 | 3,065 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717X628 | 1,950 | 77,795 | SH | SOLE | 0 | 0 | 77,795 | ||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 2,345 | 94,206 | SH | SOLE | 0 | 0 | 94,206 | ||
WISDOMTREE TR | INTL MIDCAP DV | 97717W778 | 2,430 | 36,980 | SH | SOLE | 0 | 0 | 36,980 | ||
WISDOMTREE TR | INTL QULTY DIV | 97717X131 | 6,788 | 212,467 | SH | SOLE | 0 | 0 | 212,467 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 4,515 | 63,484 | SH | SOLE | 0 | 0 | 63,484 | ||
WISDOMTREE TR | US LARGECAP FUND | 97717W588 | 2,212 | 60,287 | SH | SOLE | 0 | 0 | 60,287 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 3,832 | 100,734 | SH | SOLE | 0 | 0 | 100,734 | ||
WISDOMTREE TR | US MIDCAP FUND | 97717W570 | 2,179 | 51,766 | SH | SOLE | 0 | 0 | 51,766 | ||
WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | 2,958 | 76,930 | SH | SOLE | 0 | 0 | 76,930 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 4,670 | 89,382 | SH | SOLE | 0 | 0 | 89,382 |