Carlton Hofferkamp & Jenks Wealth Management as of June 30, 2016
Portfolio Holdings for Carlton Hofferkamp & Jenks Wealth Management
Carlton Hofferkamp & Jenks Wealth Management holds 77 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 9.4 | $12M | 128k | 93.73 | |
Rydex S&P Equal Weight ETF | 8.3 | $11M | 132k | 80.35 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 7.3 | $9.3M | 109k | 85.31 | |
Schwab U S Broad Market ETF (SCHB) | 6.8 | $8.7M | 173k | 50.30 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 5.5 | $6.9M | 136k | 50.96 | |
Allegiance Bancshares | 3.8 | $4.8M | 192k | 24.88 | |
Spdr S&p 500 Etf (SPY) | 3.4 | $4.3M | 21k | 209.44 | |
Costco Wholesale Corporation (COST) | 2.1 | $2.7M | 17k | 156.99 | |
General Electric Company | 2.0 | $2.6M | 81k | 31.47 | |
TJX Companies (TJX) | 2.0 | $2.6M | 33k | 77.20 | |
Apple Computer | 2.0 | $2.5M | 26k | 95.59 | |
Gilead Sciences (GILD) | 1.9 | $2.4M | 29k | 83.42 | |
Starbucks Corporation (SBUX) | 1.9 | $2.4M | 41k | 57.11 | |
Johnson & Johnson (JNJ) | 1.8 | $2.3M | 19k | 121.27 | |
Nike (NKE) | 1.8 | $2.3M | 41k | 55.20 | |
Pfizer (PFE) | 1.7 | $2.1M | 61k | 35.19 | |
Boeing | 1.6 | $2.1M | 16k | 129.82 | |
Procter & Gamble Company (PG) | 1.6 | $2.0M | 24k | 84.64 | |
Vanguard Short-Term Bond ETF (BSV) | 1.5 | $1.9M | 23k | 81.05 | |
Merck & Co (MRK) | 1.3 | $1.7M | 30k | 57.58 | |
Industrial SPDR (XLI) | 1.3 | $1.6M | 29k | 56.00 | |
Walt Disney Company (DIS) | 1.2 | $1.5M | 16k | 97.78 | |
Dow Chemical Company | 1.2 | $1.5M | 31k | 49.70 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 1.2 | $1.5M | 34k | 44.46 | |
Verizon Communications (VZ) | 1.1 | $1.4M | 25k | 55.82 | |
GlaxoSmithKline | 1.1 | $1.3M | 31k | 43.34 | |
CVS Caremark Corporation (CVS) | 1.0 | $1.2M | 13k | 95.72 | |
3M Company (MMM) | 0.9 | $1.2M | 6.7k | 175.00 | |
Travelers Companies (TRV) | 0.9 | $1.1M | 9.6k | 119.03 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $1.1M | 1.6k | 703.49 | |
International Paper Company (IP) | 0.9 | $1.1M | 26k | 42.37 | |
iShares S&P SmallCap 600 Index (IJR) | 0.8 | $1.1M | 9.3k | 116.20 | |
Bk Of America Corp | 0.8 | $1.0M | 78k | 13.26 | |
Financial Select Sector SPDR (XLF) | 0.8 | $989k | 43k | 22.83 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.8 | $957k | 5.4k | 178.88 | |
Schlumberger (SLB) | 0.7 | $849k | 11k | 79.07 | |
Target Corporation (TGT) | 0.7 | $846k | 12k | 69.80 | |
Energy Select Sector SPDR (XLE) | 0.7 | $856k | 13k | 68.22 | |
Under Armour (UAA) | 0.7 | $849k | 21k | 40.10 | |
Ross Stores (ROST) | 0.7 | $838k | 15k | 56.66 | |
United Parcel Service (UPS) | 0.7 | $821k | 7.6k | 107.73 | |
Chevron Corporation (CVX) | 0.6 | $793k | 7.6k | 104.77 | |
Home Depot (HD) | 0.6 | $765k | 6.0k | 127.67 | |
Pepsi (PEP) | 0.6 | $748k | 7.1k | 105.86 | |
Restoration Hardware Hldgs I | 0.6 | $728k | 25k | 28.67 | |
Paychex (PAYX) | 0.6 | $708k | 12k | 59.49 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $710k | 1.0k | 692.01 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $648k | 18k | 35.35 | |
Sch Fnd Intl Lg Etf (FNDF) | 0.5 | $651k | 27k | 23.72 | |
Under Armour Inc Cl C (UA) | 0.5 | $642k | 18k | 36.39 | |
National-Oilwell Var | 0.5 | $618k | 18k | 33.62 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $611k | 9.8k | 62.13 | |
Columbia Ppty Tr | 0.5 | $615k | 29k | 21.39 | |
Facebook Inc cl a (META) | 0.4 | $555k | 4.9k | 114.15 | |
FedEx Corporation (FDX) | 0.4 | $529k | 3.5k | 151.62 | |
Chicago Bridge & Iron Company | 0.4 | $515k | 15k | 34.59 | |
Coca-Cola Company (KO) | 0.4 | $480k | 11k | 45.31 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $481k | 1.8k | 272.21 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $487k | 4.2k | 116.51 | |
Cummins (CMI) | 0.4 | $475k | 4.2k | 112.40 | |
Citi | 0.4 | $472k | 11k | 42.37 | |
Rice Energy | 0.4 | $454k | 21k | 22.04 | |
Vanguard Large-Cap ETF (VV) | 0.3 | $432k | 4.5k | 95.79 | |
ConocoPhillips (COP) | 0.3 | $383k | 8.8k | 43.59 | |
Vanguard Energy ETF (VDE) | 0.3 | $371k | 3.9k | 94.88 | |
Honeywell International (HON) | 0.3 | $354k | 3.0k | 116.26 | |
Ford Motor Company (F) | 0.3 | $357k | 28k | 12.56 | |
Berkshire Hath-cl B | 0.3 | $335k | 2.3k | 144.40 | |
Lockheed Martin Corporation (LMT) | 0.2 | $319k | 1.3k | 248.06 | |
Bristol Myers Squibb (BMY) | 0.2 | $294k | 4.0k | 73.50 | |
Enterprise Products Partners (EPD) | 0.2 | $248k | 8.5k | 29.18 | |
Anadarko Pete Corp | 0.2 | $256k | 4.8k | 53.24 | |
Caterpillar (CAT) | 0.2 | $243k | 3.2k | 75.58 | |
iShares Dow Jones US Oil & Gas Exp. (IEO) | 0.2 | $234k | 4.1k | 56.58 | |
Vanguard European ETF (VGK) | 0.2 | $220k | 4.7k | 46.56 | |
iShares Russell 2000 Index (IWM) | 0.2 | $205k | 1.8k | 114.85 | |
Alerian Mlp Etf | 0.1 | $146k | 12k | 12.70 |