D. Scott Neal

D. Scott Neal as of Sept. 30, 2020

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 38 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 28.2 $50M 581k 86.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 25.5 $45M 163k 277.84
Ishares Tr Ishs 5-10yr Invt (IGIB) 14.7 $26M 432k 60.81
Ishares Tr 3 7 Yr Treas Bd (IEI) 7.0 $12M 93k 133.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 6.1 $11M 60k 180.14
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.5 $8.1M 38k 214.94
Ishares Tr Eafe Grwth Etf (EFG) 2.5 $4.5M 50k 89.87
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.1 $3.8M 61k 62.10
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.4M 34k 40.88
At&t (T) 0.8 $1.3M 47k 28.50
Proshares Tr Pshs Ultra Qqq (QLD) 0.7 $1.3M 14k 91.64
Caterpillar (CAT) 0.7 $1.2M 8.0k 149.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.0M 13k 79.61
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.5 $829k 15k 56.85
Pfizer (PFE) 0.5 $817k 22k 36.71
Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $785k 11k 73.45
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $722k 13k 57.37
Republic Bancorp Inc Ky Cl A (RBCAA) 0.3 $591k 21k 28.14
Ishares Tr Russell 2000 Etf (IWM) 0.3 $577k 3.8k 149.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $571k 2.7k 213.06
Ishares Tr Core S&p500 Etf (IVV) 0.3 $544k 1.6k 336.01
Microsoft Corporation (MSFT) 0.3 $525k 2.5k 210.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $479k 1.4k 335.20
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $355k 1.0k 338.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $328k 2.0k 163.02
Chevron Corporation (CVX) 0.2 $315k 4.4k 71.98
Truist Financial Corp equities (TFC) 0.2 $303k 8.0k 38.01
Procter & Gamble Company (PG) 0.2 $295k 2.1k 139.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $285k 1.5k 185.31
Nextera Energy (NEE) 0.2 $268k 964.00 278.01
Exxon Mobil Corporation (XOM) 0.1 $259k 7.5k 34.34
International Business Machines (IBM) 0.1 $253k 2.1k 121.75
Regions Financial Corporation (RF) 0.1 $247k 21k 11.52
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $240k 2.0k 121.95
Lowe's Companies (LOW) 0.1 $239k 1.4k 166.20
Wal-Mart Stores (WMT) 0.1 $230k 1.6k 139.90
NVIDIA Corporation (NVDA) 0.1 $212k 392.00 540.82
General Electric Company 0.0 $72k 12k 6.25