Carlton Hofferkamp & Jenks Wealth Management as of March 31, 2016
Portfolio Holdings for Carlton Hofferkamp & Jenks Wealth Management
Carlton Hofferkamp & Jenks Wealth Management holds 74 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 8.8 | $11M | 130k | 83.59 | |
Rydex S&P Equal Weight ETF | 8.2 | $10M | 128k | 78.53 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 7.5 | $9.2M | 109k | 85.02 | |
Schwab U S Broad Market ETF (SCHB) | 6.7 | $8.2M | 166k | 49.28 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 5.8 | $7.1M | 140k | 50.80 | |
Spdr S&p 500 Etf (SPY) | 3.2 | $3.9M | 19k | 205.51 | |
Apple Computer | 2.3 | $2.8M | 26k | 108.98 | |
Costco Wholesale Corporation (COST) | 2.2 | $2.7M | 17k | 157.55 | |
General Electric Company | 2.1 | $2.6M | 81k | 31.78 | |
Gilead Sciences (GILD) | 2.1 | $2.6M | 28k | 91.84 | |
TJX Companies (TJX) | 2.1 | $2.6M | 33k | 78.33 | |
Nike (NKE) | 2.0 | $2.5M | 40k | 61.45 | |
Starbucks Corporation (SBUX) | 2.0 | $2.5M | 41k | 59.69 | |
Johnson & Johnson (JNJ) | 1.8 | $2.1M | 20k | 108.20 | |
Boeing | 1.7 | $2.0M | 16k | 126.92 | |
Procter & Gamble Company (PG) | 1.6 | $2.0M | 24k | 82.27 | |
Pfizer (PFE) | 1.5 | $1.8M | 61k | 29.63 | |
Bristol Myers Squibb (BMY) | 1.4 | $1.8M | 28k | 63.87 | |
Vanguard Short-Term Bond ETF (BSV) | 1.4 | $1.8M | 22k | 80.62 | |
Allegiance Bancshares | 1.4 | $1.8M | 96k | 18.37 | |
Industrial SPDR (XLI) | 1.3 | $1.6M | 29k | 55.47 | |
Under Armour (UAA) | 1.3 | $1.6M | 18k | 84.81 | |
At&t (T) | 1.3 | $1.6M | 40k | 39.16 | |
Merck & Co (MRK) | 1.3 | $1.6M | 30k | 52.89 | |
Walt Disney Company (DIS) | 1.2 | $1.5M | 15k | 99.27 | |
Dow Chemical Company | 1.2 | $1.5M | 30k | 50.83 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 1.2 | $1.5M | 33k | 44.91 | |
Verizon Communications (VZ) | 1.1 | $1.4M | 25k | 54.06 | |
CVS Caremark Corporation (CVS) | 1.0 | $1.3M | 12k | 103.70 | |
GlaxoSmithKline | 1.0 | $1.3M | 31k | 40.52 | |
3M Company (MMM) | 0.9 | $1.1M | 6.7k | 166.62 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $1.1M | 1.4k | 762.61 | |
iShares S&P SmallCap 600 Index (IJR) | 0.9 | $1.1M | 9.3k | 112.53 | |
Doubleline Income Solutions (DSL) | 0.8 | $1.0M | 62k | 16.80 | |
Bk Of America Corp | 0.8 | $1.0M | 76k | 13.52 | |
Restoration Hardware Hldgs I | 0.8 | $1.0M | 24k | 41.89 | |
Financial Select Sector SPDR (XLF) | 0.8 | $974k | 43k | 22.49 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $959k | 16k | 59.21 | |
Travelers Companies (TRV) | 0.8 | $941k | 8.1k | 116.59 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.8 | $945k | 5.4k | 176.64 | |
Chevron Corporation (CVX) | 0.7 | $888k | 9.3k | 95.31 | |
Schlumberger (SLB) | 0.7 | $858k | 12k | 73.73 | |
Target Corporation (TGT) | 0.7 | $828k | 10k | 82.27 | |
Energy Select Sector SPDR (XLE) | 0.7 | $801k | 13k | 61.87 | |
Ross Stores (ROST) | 0.6 | $790k | 14k | 57.88 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $786k | 1.1k | 744.32 | |
Sch Fnd Intl Lg Etf (FNDF) | 0.6 | $746k | 32k | 23.65 | |
Pepsi (PEP) | 0.6 | $730k | 7.1k | 102.41 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $663k | 19k | 35.88 | |
Columbia Ppty Tr | 0.5 | $656k | 30k | 21.97 | |
Paychex (PAYX) | 0.5 | $628k | 12k | 53.94 | |
Coca-Cola Company (KO) | 0.5 | $598k | 13k | 46.34 | |
National-Oilwell Var | 0.5 | $582k | 19k | 31.07 | |
Piedmont Office Realty Trust (PDM) | 0.5 | $560k | 28k | 20.31 | |
Chicago Bridge & Iron Company | 0.5 | $548k | 15k | 36.57 | |
Facebook Inc cl a (META) | 0.4 | $533k | 4.7k | 114.01 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $513k | 4.5k | 114.51 | |
Cummins (CMI) | 0.4 | $490k | 4.5k | 109.74 | |
Citi | 0.4 | $454k | 11k | 41.69 | |
United Parcel Service (UPS) | 0.3 | $402k | 3.8k | 105.35 | |
Ford Motor Company (F) | 0.3 | $402k | 30k | 13.47 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $393k | 1.5k | 262.53 | |
Vanguard Energy ETF (VDE) | 0.3 | $387k | 4.5k | 85.81 | |
ConocoPhillips (COP) | 0.3 | $349k | 8.7k | 40.18 | |
Honeywell International (HON) | 0.3 | $329k | 2.9k | 111.71 | |
Berkshire Hath-cl B | 0.3 | $329k | 2.3k | 141.81 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $306k | 3.3k | 93.87 | |
International Paper Company (IP) | 0.2 | $254k | 6.2k | 41.00 | |
Caterpillar (CAT) | 0.2 | $234k | 3.1k | 76.35 | |
Vanguard European ETF (VGK) | 0.2 | $229k | 4.7k | 48.47 | |
Anadarko Pete Corp | 0.2 | $226k | 4.9k | 46.57 | |
Enterprise Products Partners (EPD) | 0.2 | $209k | 8.5k | 24.59 | |
iShares Dow Jones US Oil & Gas Exp. (IEO) | 0.2 | $214k | 4.1k | 51.74 | |
Alerian Mlp Etf | 0.1 | $125k | 12k | 10.87 |