D. Scott Neal as of Dec. 31, 2018
Portfolio Holdings for D. Scott Neal
D. Scott Neal holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 26.0 | $48M | 570k | 83.62 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 21.0 | $39M | 494k | 77.94 | |
| Spdr Ser Tr cmn (FLRN) | 20.6 | $38M | 1.2M | 30.37 | |
| Invesco Qqq Trust Series 1 (QQQ) | 8.8 | $16M | 105k | 154.26 | |
| SPDR S&P MidCap 400 ETF (MDY) | 7.6 | $14M | 46k | 302.66 | |
| iShares Russell 2000 Index (IWM) | 5.1 | $9.3M | 69k | 133.90 | |
| Wisdomtree Tr blmbrg fl tr | 3.2 | $6.0M | 238k | 25.08 | |
| Ishares Tr fltg rate nt (FLOT) | 1.9 | $3.5M | 70k | 50.37 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.6 | $1.1M | 35k | 30.92 | |
| Caterpillar (CAT) | 0.6 | $1.0M | 8.0k | 127.05 | |
| At&t (T) | 0.6 | $1.0M | 36k | 28.55 | |
| Schwab U S Broad Market ETF (SCHB) | 0.6 | $1.0M | 17k | 59.92 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $786k | 3.1k | 249.76 | |
| ProShares Ultra S&P500 (SSO) | 0.4 | $795k | 8.6k | 92.81 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $677k | 12k | 58.81 | |
| ProShares Ultra QQQ (QLD) | 0.4 | $669k | 10k | 67.16 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $502k | 6.4k | 78.02 | |
| Pfizer (PFE) | 0.3 | $472k | 11k | 43.61 | |
| Proshares Ultrashort S&p 500 | 0.2 | $333k | 7.8k | 42.97 | |
| BB&T Corporation | 0.2 | $289k | 6.7k | 43.32 | |
| International Business Machines (IBM) | 0.1 | $262k | 2.3k | 113.72 | |
| Procter & Gamble Company (PG) | 0.1 | $248k | 2.7k | 91.99 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $263k | 1.6k | 165.93 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.1 | $260k | 8.9k | 29.23 | |
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $246k | 8.3k | 29.46 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $206k | 2.0k | 104.09 | |
| iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.1 | $203k | 4.5k | 44.89 | |
| General Electric Company | 0.1 | $101k | 13k | 7.60 |
