D. Scott Neal

D. Scott Neal as of Sept. 30, 2019

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 35 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 20.0 $39M 479k 81.05
Invesco Qqq Trust Series 1 (QQQ) 14.6 $28M 151k 188.81
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 11.6 $23M 247k 91.24
iShares Russell Midcap Index Fund (IWR) 8.5 $16M 293k 55.95
SPDR S&P MidCap 400 ETF (MDY) 7.4 $14M 41k 352.47
Spdr Ser Tr cmn (FLRN) 5.7 $11M 362k 30.76
iShares Lehman 1-3 Year Treas.Bond (SHY) 5.3 $10M 120k 84.82
iShares Russell 2000 Index (IWM) 5.0 $9.8M 65k 151.33
iShares S&P 500 Index (IVV) 4.6 $9.0M 30k 298.53
Vanguard Small-Cap Growth ETF (VBK) 3.0 $5.8M 32k 182.03
Vanguard Mid-Cap ETF (VO) 2.2 $4.3M 26k 167.59
Real Estate Select Sect Spdr (XLRE) 2.2 $4.2M 107k 39.34
iShares MSCI ACWI Index Fund (ACWI) 2.0 $3.9M 53k 73.75
Ishares Tr fltg rate nt (FLOT) 1.5 $2.9M 57k 50.96
At&t (T) 0.7 $1.4M 36k 37.85
Spdr Series Trust dj ttl mkt etf (SPTM) 0.7 $1.3M 37k 36.74
Schwab U S Broad Market ETF (SCHB) 0.6 $1.2M 16k 71.04
Caterpillar (CAT) 0.5 $1.0M 8.0k 126.31
ProShares Ultra S&P500 (SSO) 0.5 $1.0M 7.8k 128.42
ProShares Ultra QQQ (QLD) 0.5 $964k 10k 96.78
Spdr S&p 500 Etf (SPY) 0.4 $846k 2.9k 296.63
Vanguard High Dividend Yield ETF (VYM) 0.4 $754k 8.5k 88.72
iShares MSCI EAFE Index Fund (EFA) 0.2 $440k 6.7k 65.21
BB&T Corporation 0.2 $425k 8.0k 53.32
Pfizer (PFE) 0.2 $393k 11k 35.90
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.2 $395k 6.8k 57.92
Procter & Gamble Company (PG) 0.2 $338k 2.7k 124.26
International Business Machines (IBM) 0.2 $315k 2.2k 145.36
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.2 $312k 8.8k 35.33
iShares S&P MidCap 400 Index (IJH) 0.1 $297k 1.5k 193.11
Microsoft Corporation (MSFT) 0.1 $244k 1.8k 139.03
Lowe's Companies (LOW) 0.1 $213k 1.9k 109.91
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $223k 2.0k 112.68
Wp Carey (WPC) 0.1 $221k 2.5k 89.44
General Electric Company 0.1 $117k 13k 8.92