Curbstone Financial Management as of March 31, 2017
Portfolio Holdings for Curbstone Financial Management
Curbstone Financial Management holds 169 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Short Term Corporate Bond ETF (VCSH) | 8.1 | $13M | 165k | 79.74 | |
SPDR S&P MidCap 400 ETF (MDY) | 4.4 | $7.2M | 23k | 312.42 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.4 | $5.5M | 64k | 86.38 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.2 | $5.2M | 49k | 105.23 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 2.6 | $4.2M | 40k | 105.58 | |
Apple (AAPL) | 2.4 | $4.0M | 28k | 143.66 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.2 | $3.7M | 34k | 108.95 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.9 | $3.0M | 64k | 47.33 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.7 | $2.8M | 25k | 114.63 | |
Exxon Mobil Corporation (XOM) | 1.6 | $2.7M | 33k | 82.02 | |
Barings Corporate Investors (MCI) | 1.6 | $2.6M | 172k | 15.27 | |
Vanguard S&p 500 Etf idx (VOO) | 1.4 | $2.4M | 11k | 216.33 | |
Schwab U S Small Cap ETF (SCHA) | 1.4 | $2.4M | 37k | 62.97 | |
Schwab U S Large Cap Growth ETF (SCHG) | 1.3 | $2.1M | 35k | 60.47 | |
Rydex S&P Equal Weight ETF | 1.3 | $2.1M | 23k | 90.84 | |
Johnson & Johnson (JNJ) | 1.2 | $1.9M | 15k | 124.56 | |
Weyerhaeuser Company (WY) | 1.1 | $1.9M | 55k | 33.98 | |
Microsoft Corporation (MSFT) | 1.1 | $1.9M | 28k | 65.87 | |
iShares MSCI EAFE Index Fund (EFA) | 1.1 | $1.8M | 29k | 62.28 | |
Schwab International Equity ETF (SCHF) | 1.1 | $1.8M | 59k | 29.88 | |
Amazon (AMZN) | 1.1 | $1.7M | 2.0k | 886.46 | |
Hyster Yale Materials Handling (HY) | 1.1 | $1.7M | 31k | 56.38 | |
Intel Corporation (INTC) | 1.0 | $1.6M | 45k | 36.06 | |
Berkshire Hathaway (BRK.B) | 1.0 | $1.6M | 9.4k | 166.72 | |
Pepsi (PEP) | 1.0 | $1.6M | 14k | 111.83 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.9 | $1.5M | 40k | 38.71 | |
At&t (T) | 0.9 | $1.5M | 36k | 41.55 | |
Schwab U S Broad Market ETF (SCHB) | 0.9 | $1.4M | 25k | 57.06 | |
General Electric Company | 0.8 | $1.4M | 47k | 29.81 | |
Verizon Communications (VZ) | 0.8 | $1.4M | 29k | 48.73 | |
TJX Companies (TJX) | 0.8 | $1.4M | 18k | 79.08 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.8 | $1.4M | 29k | 48.45 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.4M | 16k | 87.85 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.8 | $1.3M | 26k | 51.79 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $1.3M | 1.6k | 829.42 | |
Walt Disney Company (DIS) | 0.8 | $1.3M | 11k | 113.37 | |
Schlumberger (SLB) | 0.8 | $1.3M | 16k | 78.12 | |
NACCO Industries (NC) | 0.8 | $1.3M | 18k | 69.78 | |
Cisco Systems (CSCO) | 0.8 | $1.2M | 37k | 33.79 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.7 | $1.2M | 8.6k | 140.64 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 0.7 | $1.2M | 36k | 32.34 | |
United Technologies Corporation | 0.7 | $1.1M | 9.9k | 112.19 | |
Bank Of Montreal Cadcom (BMO) | 0.7 | $1.1M | 15k | 74.78 | |
Procter & Gamble Company (PG) | 0.7 | $1.1M | 12k | 89.88 | |
U.S. Bancorp (USB) | 0.6 | $1.0M | 20k | 51.52 | |
Wells Fargo & Company (WFC) | 0.6 | $1.0M | 18k | 55.69 | |
Home Depot (HD) | 0.6 | $1.0M | 6.9k | 146.83 | |
3M Company (MMM) | 0.6 | $1.0M | 5.2k | 191.29 | |
HCP | 0.6 | $975k | 31k | 31.27 | |
KKR & Co | 0.6 | $962k | 53k | 18.24 | |
Inogen (INGN) | 0.6 | $956k | 12k | 77.53 | |
Pfizer (PFE) | 0.6 | $938k | 27k | 34.21 | |
Autodesk (ADSK) | 0.6 | $914k | 11k | 86.43 | |
SYSCO Corporation (SYY) | 0.6 | $895k | 17k | 51.94 | |
Facebook Inc cl a (META) | 0.6 | $900k | 6.3k | 142.05 | |
Chevron Corporation (CVX) | 0.5 | $875k | 8.1k | 107.43 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.5 | $881k | 8.6k | 102.68 | |
Abbott Laboratories (ABT) | 0.5 | $852k | 19k | 44.42 | |
Gilead Sciences (GILD) | 0.5 | $850k | 13k | 67.89 | |
iShares S&P Global 100 Index (IOO) | 0.5 | $852k | 10k | 81.73 | |
CVS Caremark Corporation (CVS) | 0.5 | $824k | 11k | 78.53 | |
Sonoco Products Company (SON) | 0.5 | $763k | 14k | 52.89 | |
Hormel Foods Corporation (HRL) | 0.5 | $742k | 21k | 34.63 | |
E.I. du Pont de Nemours & Company | 0.4 | $717k | 8.9k | 80.29 | |
Ishares Tr fltg rate nt (FLOT) | 0.4 | $711k | 14k | 50.88 | |
State Street Corporation (STT) | 0.4 | $701k | 8.8k | 79.66 | |
J.M. Smucker Company (SJM) | 0.4 | $705k | 5.4k | 131.16 | |
Aetna | 0.4 | $679k | 5.3k | 127.51 | |
Celanese Corporation (CE) | 0.4 | $669k | 7.5k | 89.80 | |
National Grid | 0.4 | $668k | 11k | 63.47 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.4 | $665k | 16k | 40.80 | |
Abbvie (ABBV) | 0.4 | $667k | 10k | 65.19 | |
Merck & Co | 0.4 | $658k | 10k | 63.54 | |
Colgate-Palmolive Company (CL) | 0.4 | $656k | 9.0k | 73.17 | |
Barings Participation Inv (MPV) | 0.4 | $615k | 44k | 14.07 | |
Honeywell International (HON) | 0.4 | $601k | 4.8k | 124.79 | |
C.R. Bard | 0.4 | $580k | 2.3k | 248.39 | |
Eli Lilly & Co. (LLY) | 0.3 | $572k | 6.8k | 84.06 | |
Vanguard REIT ETF (VNQ) | 0.3 | $575k | 7.0k | 82.63 | |
Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.3 | $576k | 33k | 17.45 | |
Dow Chemical Company | 0.3 | $560k | 8.8k | 63.56 | |
Verisk Analytics (VRSK) | 0.3 | $548k | 6.8k | 81.19 | |
Norfolk Southern (NSC) | 0.3 | $538k | 4.8k | 111.99 | |
Illinois Tool Works (ITW) | 0.3 | $538k | 4.1k | 132.51 | |
Spdr Ser Tr cmn (FLRN) | 0.3 | $538k | 18k | 30.74 | |
Comcast Corporation (CMCSA) | 0.3 | $517k | 14k | 37.59 | |
McDonald's Corporation (MCD) | 0.3 | $516k | 4.0k | 129.49 | |
Nextera Energy (NEE) | 0.3 | $506k | 3.9k | 128.26 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $505k | 9.0k | 56.31 | |
Korn/Ferry International (KFY) | 0.3 | $485k | 15k | 31.49 | |
Phillips 66 (PSX) | 0.3 | $487k | 6.2k | 79.16 | |
Powershares S&p 500 | 0.3 | $495k | 12k | 40.55 | |
Tractor Supply Company (TSCO) | 0.3 | $469k | 6.8k | 68.97 | |
JetBlue Airways Corporation (JBLU) | 0.3 | $469k | 23k | 20.59 | |
Smith & Nephew (SNN) | 0.3 | $478k | 16k | 30.94 | |
PowerShares Water Resources | 0.3 | $477k | 18k | 26.02 | |
Ishares Tr cmn (EIRL) | 0.3 | $470k | 12k | 40.05 | |
General Mills (GIS) | 0.3 | $458k | 7.8k | 59.02 | |
Taiwan Semiconductor Mfg (TSM) | 0.3 | $447k | 14k | 32.87 | |
International Business Machines (IBM) | 0.3 | $445k | 2.6k | 174.30 | |
Starbucks Corporation (SBUX) | 0.3 | $444k | 7.6k | 58.44 | |
AFLAC Incorporated (AFL) | 0.2 | $407k | 5.6k | 72.36 | |
Tyson Foods (TSN) | 0.2 | $410k | 6.7k | 61.65 | |
Gra (GGG) | 0.2 | $407k | 4.3k | 94.08 | |
SYNNEX Corporation (SNX) | 0.2 | $411k | 3.7k | 111.84 | |
SPDR S&P Dividend (SDY) | 0.2 | $408k | 4.6k | 88.04 | |
Schwab Strategic Tr 0 (SCHP) | 0.2 | $405k | 7.3k | 55.48 | |
Target Corporation (TGT) | 0.2 | $386k | 7.0k | 55.24 | |
Standard Motor Products (SMP) | 0.2 | $392k | 8.0k | 49.15 | |
Unilever | 0.2 | $370k | 7.5k | 49.66 | |
Accenture (ACN) | 0.2 | $372k | 3.1k | 119.81 | |
iShares S&P 100 Index (OEF) | 0.2 | $380k | 3.6k | 104.83 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $372k | 2.7k | 139.07 | |
Hologic (HOLX) | 0.2 | $361k | 8.5k | 42.58 | |
Bemis Company | 0.2 | $357k | 7.3k | 48.90 | |
Texas Instruments Incorporated (TXN) | 0.2 | $361k | 4.5k | 80.58 | |
UnitedHealth (UNH) | 0.2 | $357k | 2.2k | 164.14 | |
Bristol Myers Squibb (BMY) | 0.2 | $343k | 6.3k | 54.41 | |
T. Rowe Price (TROW) | 0.2 | $339k | 5.0k | 68.13 | |
Trex Company (TREX) | 0.2 | $345k | 5.0k | 69.35 | |
Southwest Airlines (LUV) | 0.2 | $338k | 6.3k | 53.82 | |
Bwx Technologies (BWXT) | 0.2 | $337k | 7.1k | 47.63 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $336k | 396.00 | 848.48 | |
Coca-Cola Company (KO) | 0.2 | $330k | 7.8k | 42.44 | |
Union Pacific Corporation (UNP) | 0.2 | $332k | 3.1k | 106.07 | |
Boeing Company (BA) | 0.2 | $333k | 1.9k | 176.66 | |
PPL Corporation (PPL) | 0.2 | $334k | 8.9k | 37.38 | |
Western Union Company (WU) | 0.2 | $304k | 15k | 20.37 | |
Ishares Min Volatility Eafe In etf | 0.2 | $312k | 4.7k | 66.10 | |
Public Storage (PSA) | 0.2 | $287k | 1.3k | 218.75 | |
Automatic Data Processing (ADP) | 0.2 | $294k | 2.9k | 102.30 | |
Visa (V) | 0.2 | $288k | 3.2k | 88.89 | |
Fastenal Company (FAST) | 0.2 | $288k | 5.6k | 51.49 | |
Invesco Mortgage Capital | 0.2 | $297k | 19k | 15.43 | |
FedEx Corporation (FDX) | 0.2 | $277k | 1.4k | 195.21 | |
GlaxoSmithKline | 0.2 | $277k | 6.6k | 42.10 | |
Stryker Corporation (SYK) | 0.2 | $274k | 2.1k | 131.73 | |
ConAgra Foods (CAG) | 0.2 | $270k | 6.7k | 40.30 | |
Wec Energy Group (WEC) | 0.2 | $282k | 4.7k | 60.61 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $259k | 5.5k | 47.31 | |
Kroger (KR) | 0.2 | $260k | 8.8k | 29.55 | |
Oracle Corporation (ORCL) | 0.2 | $259k | 5.8k | 44.52 | |
Spectra Energy Partners | 0.2 | $266k | 6.1k | 43.61 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 0.2 | $264k | 13k | 21.14 | |
Moody's Corporation (MCO) | 0.1 | $246k | 2.2k | 111.82 | |
Canadian Natl Ry (CNI) | 0.1 | $237k | 3.2k | 74.06 | |
Lockheed Martin Corporation (LMT) | 0.1 | $248k | 925.00 | 268.11 | |
Danaher Corporation (DHR) | 0.1 | $239k | 2.8k | 85.51 | |
Tupperware Brands Corporation | 0.1 | $243k | 3.9k | 62.79 | |
New England Rlty Assoc Ltd P depositry rcpt (NEN) | 0.1 | $241k | 3.5k | 68.86 | |
Kinder Morgan (KMI) | 0.1 | $244k | 11k | 21.78 | |
Nike (NKE) | 0.1 | $234k | 4.2k | 55.78 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $231k | 2.7k | 84.43 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.1 | $231k | 6.8k | 34.09 | |
Ambarella (AMBA) | 0.1 | $223k | 4.1k | 54.59 | |
Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.1 | $225k | 7.0k | 32.21 | |
Dun & Bradstreet Corporation | 0.1 | $208k | 1.9k | 108.05 | |
Manpower (MAN) | 0.1 | $205k | 2.0k | 102.50 | |
Hershey Company (HSY) | 0.1 | $218k | 2.0k | 109.00 | |
Zimmer Holdings (ZBH) | 0.1 | $218k | 1.8k | 122.27 | |
Innophos Holdings | 0.1 | $208k | 3.9k | 54.03 | |
iShares MSCI Canada Index (EWC) | 0.1 | $220k | 8.2k | 26.94 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $208k | 6.8k | 30.54 | |
Vanguard Total World Stock Idx (VT) | 0.1 | $217k | 3.3k | 65.36 | |
I Shares 2019 Etf | 0.1 | $204k | 8.0k | 25.50 | |
Crown Castle Intl (CCI) | 0.1 | $220k | 2.3k | 94.42 | |
ArQule | 0.0 | $55k | 52k | 1.05 | |
Globalstar (GSAT) | 0.0 | $22k | 14k | 1.59 | |
First Bitcoin Capital | 0.0 | $2.0k | 10k | 0.20 |