Chessman Wealth Strategies RIA as of June 30, 2019
Portfolio Holdings for Chessman Wealth Strategies RIA
Chessman Wealth Strategies RIA holds 13 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR DJ Wilshire Large Cap Growth (SPYG) | 16.2 | $3.0M | 75k | 39.59 | |
Oge Energy Corp (OGE) | 10.1 | $1.9M | 43k | 43.54 | |
iShares FTSE NAREIT Real Est 50 Ind (USRT) | 9.9 | $1.8M | 35k | 52.93 | |
SPDR DJ Wilshire Large Cap (SPLG) | 9.5 | $1.8M | 50k | 35.23 | |
Wisdomtree Tr em lcl debt (ELD) | 9.5 | $1.7M | 48k | 36.25 | |
First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 9.5 | $1.7M | 20k | 89.34 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 9.3 | $1.7M | 49k | 34.91 | |
Invesco Exchng Traded Fd Tr 1 30 lader tre (GOVI) | 9.0 | $1.7M | 49k | 34.06 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 7.9 | $1.5M | 46k | 31.78 | |
iShares S&P 500 Index (IVV) | 5.8 | $1.1M | 3.5k | 300.65 | |
Rockwell Automation (ROK) | 1.4 | $255k | 1.6k | 159.38 | |
Pfizer (PFE) | 1.3 | $234k | 5.4k | 43.03 | |
Intrexon | 0.6 | $112k | 15k | 7.62 |