0001732007-18-000001.txt : 20180227
0001732007-18-000001.hdr.sgml : 20180227
20180227172458
ACCESSION NUMBER: 0001732007-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180227
DATE AS OF CHANGE: 20180227
EFFECTIVENESS DATE: 20180227
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Titus Wealth Management
CENTRAL INDEX KEY: 0001732007
IRS NUMBER: 922949997
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18667
FILM NUMBER: 18646539
BUSINESS ADDRESS:
STREET 1: 700 LARKSPUR LANDING CIRCLE, SUITE 109
CITY: LARSKPUR
STATE: CA
ZIP: 94939
BUSINESS PHONE: 415-461-4800
MAIL ADDRESS:
STREET 1: 700 LARKSPUR LANDING CIRCLE, SUITE 109
CITY: LARSKPUR
STATE: CA
ZIP: 94939
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001732007
XXXXXXXX
12-31-2017
12-31-2017
Titus Wealth Management
700 LARKSPUR LANDING CIRCLE, SUITE 109
LARSKPUR
CA
94939
13F HOLDINGS REPORT
028-18667
N
rosemary richard
Chuief Compliance Officer
650-753-2064
Rosemary Richard
San Mateo
CA
02-27-2018
0
76
88570
false
INFORMATION TABLE
2
InformationTableQ42017.xml
APPL INC.
COM
037833100
3089
18260
SH
SOLE
0
0
18260
AIA
COM
464288430
2583
39117
SH
SOLE
0
0
39117
CENTRAL FD CDA LTD
Class A
153501101
1303
97225
SH
SOLE
0
0
97225
Bank Amer Corp
COM
060505104
453
15395
SH
SOLE
0
0
15395
VANGUARD BD INDEX FD INC
Total Bnd Mrkt
921937835
825
10111
PRN
SOLE
0
0
10111
BERKSHIRE HATHAWAY INC DEL
CL B New
084670702
3505
17680
SH
SOLE
0
0
17680
CALAMOS GBL DYN INCOME FND
COM
12811L107
667
73492
SH
SOLE
0
0
73492
CLOROX CO DEL
COM
189054109
630
4235
SH
SOLE
0
0
4235
COSTCO WHSL CORP NEW
COM
22160K105
245
1314
SH
SOLE
0
0
1314
CHEVRON CORP NEW
COM
166764100
2445
19534
SH
SOLE
0
0
19534
WISDOMTREE TR
US SMALLCAP DVD
97717W604
214
7368
SH
SOLE
0
0
7368
DISNEY WALT CO
COM Disney
254687106
268
2491
SH
SOLE
0
0
2491
DOWDUPONT INC
COM
26078J100
401
5634
SH
SOLE
0
0
5634
ISHARES TR
MSCI EMG MKT ETF
464287234
7021
126752
SH
SOLE
0
0
126752
ISHARES INC
MSCI CDA ETF
464286509
242
8173
SH
SOLE
0
0
8173
FACEBOOK INC
Class A
30303M102
393
2225
SH
SOLE
0
0
2225
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
522
4755
SH
SOLE
0
0
4755
FLAHERTY&CRMN PFD SEC INCOM
COM
338478100
212
10350
SH
SOLE
0
0
10350
FRANCO NEVADA CORP
COM
035185810
247
4395
SH
SOLE
0
0
4395
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
660
23943
SH
SOLE
0
0
23943
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
1671
71890
SH
SOLE
0
0
71890
GENERAL ELECTRIC CO
COM
369604103
451
25858
SH
SOLE
0
0
25858
GOLDCORP INC NEW
COM
380956409
295
23805
SH
SOLE
0
0
23805
ALPHABET INC
CAP STK CL A
02079K305
331
315
SH
SOLE
0
0
315
GAP INC DEL
COM
364760108
293
8600
SH
SOLE
0
0
8600
ISHARES TR
CORE HIGH DV ETF
46429B663
13522
150016
SH
SOLE
0
0
150016
ISHARES TR
NASDAQ BIOTECH
464287556
542
5040
SH
SOLE
0
0
5040
INTERNATIONAL BUSINESS MACHS
COM
459200101
722
4708
SH
SOLE
0
0
4708
ISHARES TR
INTL SEL DIV ETF
464288488
205
6073
SH
SOLE
0
0
6073
INTEL CORP
COM
458140100
296
6410
SH
SOLE
0
0
6410
ISHARES TR
S&P 500 VAL ETF
464287408
224
1957
SH
SOLE
0
0
1957
ISHARES TR
CORE S&P500 ETF
464287200
514
1913
SH
SOLE
0
0
1913
ISHARES TR
RUS 1000 VAL ETF
464287598
228
1834
SH
SOLE
0
0
1834
ISHARES TR
RUS 1000 GRW ETF
464287614
2922
21693
SH
SOLE
0
0
21693
ISHARES TR
RUSSELL 2000 ETF
464287655
2199
14423
SH
SOLE
0
0
14423
ISHARES TR
MRGSTR MD CP VAL
464288406
241
1510
SH
SOLE
0
0
1510
JOHNSON & JOHNSON
COM
478160106
593
4246
SH
SOLE
0
0
4246
KIMBERLY CLARK CORP
COM
494368103
224
1860
SH
SOLE
0
0
1860
COCA COLA CO
COM
191216100
308
6705
SH
SOLE
0
0
6705
LILLY ELI & CO
COM
532457108
209
2472
SH
SOLE
0
0
2472
ISHARES U S ETF TR
INT RT HDG C B
46431W705
306
3143
SH
SOLE
0
0
3143
MARRIOTT INTL INC NEW
CL A
571903202
295
2177
SH
SOLE
0
0
2177
FIRST TR EXCHANGE TRADED FD
Multi Asset DI
33738R100
1031
54235
SH
SOLE
0
0
54235
MEDTRONIC PLC
SHS
G5960L103
246
3049
SH
SOLE
0
0
3049
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
165
16235
SH
SOLE
0
0
16235
3M CO
COM
88579Y101
474
2018
SH
SOLE
0
0
2018
MICROSOFT CORP
COM
594918104
5028
5878
SH
SOLE
0
0
5878
NUVEEN CA QUALTY MUN INCOME
COM
67066Y105
201
14036
SH
SOLE
0
0
14036
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
293
21303
SH
SOLE
0
0
21303
NOVARTIS A G
SPONSORED ADR
66987V109
201
2191
SH
SOLE
0
0
2191
ORACLE CORP
COM
68389X105
368
7777
SH
SOLE
0
0
7777
PAYCHEX INC
COM
704326107
244
3587
SH
SOLE
0
0
3587
PG&E CORP
COM
69331C108
456
10177
SH
SOLE
0
0
10177
Ishares Tr
S&P US PFD STK
464288687
1274
33057
SH
SOLE
0
0
33057
PROCTER AND GAMBLE CO
COM
742718109
993
10812
SH
SOLE
0
0
10812
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
4146
26615
SH
SOLE
0
0
26615
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
226
2239
SH
SOLE
0
0
2239
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
287
5983
SH
SOLE
0
0
5983
SCHLUMBERGER LTD
COM
806857108
313
4645
SH
SOLE
0
0
4645
SPDR S&P 500 ETF TR
TR UNIT
78462F103
757
2836
SH
SOLE
0
0
2836
SEMPRA ENERGY
COM
816851109
491
4591
SH
SOLE
0
0
4591
STANLEY BLACK & DECKER INC
COM
854502101
252
1484
SH
SOLE
0
0
1484
AT&T INC
COM
00206R102
477
12270
SH
SOLE
0
0
12270
TARGET CORP
COM
87612E106
314
4805
SH
SOLE
0
0
4805
TEXAS INSTRS INC
COM
882508104
287
2748
SH
SOLE
0
0
2748
UNITEDHEALTH GROUP INC
COM
91324P102
336
1524
SH
SOLE
0
0
1524
VISA INC
COM CL A
92826C839
717
6291
SH
SOLE
0
0
6291
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
3785
62970
SH
SOLE
0
0
62970
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
5829
116202
SH
SOLE
0
0
116202
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
487
1984
SH
SOLE
0
0
1984
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1651
12032
SH
SOLE
0
0
12032
WELLS FARGO CO NEW
COM
949746101
2325
38330
SH
SOLE
0
0
38330
WAL-MART STORES INC
COM
931142103
273
2769
SH
SOLE
0
0
2769
WEYERHAEUSER CO
COM
962166104
224
6364
SH
SOLE
0
0
6364
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
764
18652
SH
SOLE
0
0
18652
EXXON MOBIL CORP
COM
30231G102
1139
13620
SH
SOLE
0
0
13620