Curbstone Financial Management as of June 30, 2017
Portfolio Holdings for Curbstone Financial Management
Curbstone Financial Management holds 162 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Short Term Corporate Bond ETF (VCSH) | 8.0 | $13M | 166k | 80.04 | |
SPDR S&P MidCap 400 ETF (MDY) | 4.2 | $7.0M | 22k | 317.60 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.8 | $6.4M | 73k | 87.53 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.1 | $5.1M | 48k | 105.31 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 2.5 | $4.1M | 39k | 105.78 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.4 | $3.9M | 36k | 110.11 | |
Apple (AAPL) | 2.2 | $3.6M | 25k | 144.00 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.9 | $3.2M | 67k | 48.16 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.7 | $2.8M | 25k | 113.42 | |
Exxon Mobil Corporation (XOM) | 1.6 | $2.7M | 34k | 80.73 | |
Barings Corporate Investors (MCI) | 1.6 | $2.6M | 175k | 15.09 | |
Schwab U S Small Cap ETF (SCHA) | 1.5 | $2.5M | 39k | 63.92 | |
Schwab International Equity ETF (SCHF) | 1.5 | $2.4M | 77k | 31.78 | |
Vanguard S&p 500 Etf idx (VOO) | 1.4 | $2.4M | 11k | 222.02 | |
Schwab U S Large Cap Growth ETF (SCHG) | 1.4 | $2.3M | 36k | 63.19 | |
Hyster Yale Materials Handling (HY) | 1.3 | $2.2M | 31k | 70.26 | |
Rydex S&P Equal Weight ETF | 1.3 | $2.1M | 23k | 92.70 | |
iShares MSCI EAFE Index Fund (EFA) | 1.2 | $2.1M | 32k | 65.19 | |
Johnson & Johnson (JNJ) | 1.2 | $2.0M | 15k | 132.32 | |
Microsoft Corporation (MSFT) | 1.1 | $1.9M | 28k | 68.93 | |
Weyerhaeuser Company (WY) | 1.1 | $1.8M | 53k | 33.50 | |
Amazon (AMZN) | 1.1 | $1.8M | 1.9k | 968.13 | |
Pepsi (PEP) | 1.0 | $1.6M | 14k | 115.48 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.9 | $1.6M | 40k | 39.16 | |
Schwab U S Broad Market ETF (SCHB) | 0.9 | $1.5M | 26k | 58.46 | |
Berkshire Hathaway (BRK.B) | 0.9 | $1.5M | 9.0k | 169.40 | |
Intel Corporation (INTC) | 0.9 | $1.5M | 44k | 33.75 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.9 | $1.5M | 30k | 48.49 | |
Alphabet Inc Class C cs (GOOG) | 0.9 | $1.4M | 1.6k | 908.63 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.4M | 15k | 91.39 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.8 | $1.3M | 26k | 52.24 | |
General Electric Company | 0.8 | $1.3M | 48k | 27.02 | |
NACCO Industries (NC) | 0.8 | $1.3M | 18k | 70.86 | |
At&t (T) | 0.8 | $1.3M | 34k | 37.73 | |
Verizon Communications (VZ) | 0.8 | $1.3M | 28k | 44.65 | |
TJX Companies (TJX) | 0.8 | $1.3M | 17k | 72.15 | |
United Technologies Corporation | 0.7 | $1.2M | 10k | 122.13 | |
Walt Disney Company (DIS) | 0.7 | $1.2M | 11k | 106.21 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.7 | $1.2M | 8.1k | 145.76 | |
Cisco Systems (CSCO) | 0.7 | $1.2M | 37k | 31.29 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 0.7 | $1.2M | 35k | 33.60 | |
Inogen (INGN) | 0.7 | $1.1M | 12k | 95.44 | |
Bank Of Montreal Cadcom (BMO) | 0.7 | $1.1M | 15k | 73.45 | |
U.S. Bancorp (USB) | 0.6 | $1.1M | 20k | 51.93 | |
Procter & Gamble Company (PG) | 0.6 | $1.1M | 12k | 87.12 | |
Home Depot (HD) | 0.6 | $1.1M | 6.9k | 153.39 | |
3M Company (MMM) | 0.6 | $1.0M | 4.9k | 208.19 | |
Wells Fargo & Company (WFC) | 0.6 | $1.0M | 18k | 55.38 | |
Schlumberger (SLB) | 0.6 | $995k | 15k | 65.84 | |
Abbott Laboratories (ABT) | 0.6 | $990k | 20k | 48.63 | |
Gilead Sciences (GILD) | 0.6 | $989k | 14k | 70.79 | |
Autodesk (ADSK) | 0.6 | $973k | 9.7k | 100.83 | |
HCP | 0.6 | $966k | 30k | 31.98 | |
Pfizer (PFE) | 0.6 | $941k | 28k | 33.60 | |
Facebook Inc cl a (META) | 0.6 | $926k | 6.1k | 150.91 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.5 | $905k | 8.3k | 109.04 | |
KKR & Co | 0.5 | $893k | 48k | 18.60 | |
SYSCO Corporation (SYY) | 0.5 | $862k | 17k | 50.32 | |
Chevron Corporation (CVX) | 0.5 | $852k | 8.2k | 104.28 | |
CVS Caremark Corporation (CVS) | 0.5 | $839k | 10k | 80.50 | |
International Business Machines (IBM) | 0.5 | $826k | 5.4k | 153.87 | |
iShares S&P Global 100 Index (IOO) | 0.5 | $840k | 10k | 84.21 | |
Aetna | 0.5 | $808k | 5.3k | 151.74 | |
State Street Corporation (STT) | 0.5 | $790k | 8.8k | 89.77 | |
Spdr Ser Tr cmn (FLRN) | 0.5 | $783k | 26k | 30.74 | |
Sonoco Products Company (SON) | 0.5 | $767k | 15k | 51.39 | |
Abbvie (ABBV) | 0.5 | $753k | 10k | 72.54 | |
J.M. Smucker Company (SJM) | 0.4 | $738k | 6.2k | 118.27 | |
Hormel Foods Corporation (HRL) | 0.4 | $732k | 22k | 34.12 | |
E.I. du Pont de Nemours & Company | 0.4 | $709k | 8.8k | 80.75 | |
Celanese Corporation (CE) | 0.4 | $707k | 7.5k | 94.90 | |
C.R. Bard | 0.4 | $675k | 2.1k | 316.16 | |
Ishares Tr fltg rate nt (FLOT) | 0.4 | $662k | 13k | 50.92 | |
Merck & Co | 0.4 | $644k | 10k | 64.05 | |
Colgate-Palmolive Company (CL) | 0.4 | $655k | 8.8k | 74.14 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.4 | $637k | 16k | 41.23 | |
Honeywell International (HON) | 0.4 | $622k | 4.7k | 133.30 | |
National Grid (NGG) | 0.4 | $613k | 9.8k | 62.79 | |
McDonald's Corporation (MCD) | 0.4 | $593k | 3.9k | 153.19 | |
Illinois Tool Works (ITW) | 0.3 | $582k | 4.1k | 143.35 | |
Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.3 | $577k | 33k | 17.48 | |
Barings Participation Inv (MPV) | 0.3 | $581k | 42k | 13.94 | |
Eli Lilly & Co. (LLY) | 0.3 | $560k | 6.8k | 82.29 | |
Nextera Energy (NEE) | 0.3 | $560k | 4.0k | 140.18 | |
Verisk Analytics (VRSK) | 0.3 | $569k | 6.8k | 84.30 | |
Schwab Strategic Tr 0 (SCHP) | 0.3 | $561k | 10k | 55.08 | |
Comcast Corporation (CMCSA) | 0.3 | $551k | 14k | 38.93 | |
Smith & Nephew (SNN) | 0.3 | $544k | 16k | 34.87 | |
Korn/Ferry International (KFY) | 0.3 | $532k | 15k | 34.55 | |
Vanguard REIT ETF (VNQ) | 0.3 | $529k | 6.4k | 83.19 | |
Dow Chemical Company | 0.3 | $517k | 8.2k | 63.13 | |
JetBlue Airways Corporation (JBLU) | 0.3 | $515k | 23k | 22.84 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $522k | 9.0k | 57.75 | |
Ishares Tr cmn (EIRL) | 0.3 | $515k | 12k | 43.51 | |
Phillips 66 (PSX) | 0.3 | $515k | 6.2k | 82.70 | |
PowerShares Water Resources | 0.3 | $494k | 18k | 26.94 | |
Taiwan Semiconductor Mfg (TSM) | 0.3 | $475k | 14k | 34.93 | |
Norfolk Southern (NSC) | 0.3 | $490k | 4.0k | 121.68 | |
Gra (GGG) | 0.3 | $473k | 4.3k | 109.34 | |
Powershares S&p 500 | 0.3 | $463k | 12k | 40.23 | |
SYNNEX Corporation (SNX) | 0.3 | $441k | 3.7k | 120.00 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.3 | $455k | 13k | 34.37 | |
General Mills (GIS) | 0.3 | $430k | 7.8k | 55.41 | |
Starbucks Corporation (SBUX) | 0.3 | $437k | 7.5k | 58.25 | |
AFLAC Incorporated (AFL) | 0.2 | $423k | 5.5k | 77.61 | |
Tyson Foods (TSN) | 0.2 | $416k | 6.7k | 62.56 | |
Unilever | 0.2 | $412k | 7.5k | 55.30 | |
Standard Motor Products (SMP) | 0.2 | $417k | 8.0k | 52.28 | |
SPDR S&P Dividend (SDY) | 0.2 | $412k | 4.6k | 88.91 | |
Hologic (HOLX) | 0.2 | $394k | 8.7k | 45.40 | |
UnitedHealth (UNH) | 0.2 | $403k | 2.2k | 185.29 | |
Biotelemetry | 0.2 | $397k | 12k | 33.46 | |
Boeing Company (BA) | 0.2 | $376k | 1.9k | 197.89 | |
Target Corporation (TGT) | 0.2 | $381k | 7.3k | 52.28 | |
Accenture (ACN) | 0.2 | $384k | 3.1k | 123.67 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $381k | 2.7k | 142.43 | |
Western Union Company (WU) | 0.2 | $358k | 19k | 19.07 | |
Coca-Cola Company (KO) | 0.2 | $370k | 8.3k | 44.85 | |
T. Rowe Price (TROW) | 0.2 | $366k | 4.9k | 74.30 | |
Southwest Airlines (LUV) | 0.2 | $362k | 5.8k | 62.09 | |
iShares S&P 100 Index (OEF) | 0.2 | $369k | 3.5k | 106.96 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $367k | 395.00 | 929.11 | |
Bristol Myers Squibb (BMY) | 0.2 | $351k | 6.3k | 55.68 | |
Bemis Company | 0.2 | $348k | 7.5k | 46.28 | |
iShares MSCI Canada Index (EWC) | 0.2 | $348k | 13k | 26.73 | |
Bwx Technologies (BWXT) | 0.2 | $345k | 7.1k | 48.76 | |
Texas Instruments Incorporated (TXN) | 0.2 | $327k | 4.3k | 76.85 | |
PPL Corporation (PPL) | 0.2 | $340k | 8.8k | 38.70 | |
Trex Company (TREX) | 0.2 | $332k | 4.9k | 67.76 | |
FedEx Corporation (FDX) | 0.2 | $308k | 1.4k | 217.05 | |
Union Pacific Corporation (UNP) | 0.2 | $319k | 2.9k | 108.87 | |
Oracle Corporation (ORCL) | 0.2 | $322k | 6.4k | 50.18 | |
Invesco Mortgage Capital | 0.2 | $322k | 19k | 16.73 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.2 | $310k | 9.2k | 33.64 | |
Visa (V) | 0.2 | $304k | 3.2k | 93.83 | |
Wec Energy Group (WEC) | 0.2 | $292k | 4.8k | 61.43 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $279k | 5.5k | 50.96 | |
Automatic Data Processing (ADP) | 0.2 | $290k | 2.8k | 102.29 | |
Moody's Corporation (MCO) | 0.2 | $268k | 2.2k | 121.82 | |
Canadian Natl Ry (CNI) | 0.2 | $259k | 3.2k | 80.94 | |
Stryker Corporation (SYK) | 0.2 | $264k | 1.9k | 138.58 | |
Claymore Exchange Trd Fd Tr gugg bulsh 2021 | 0.2 | $266k | 13k | 21.30 | |
Lockheed Martin Corporation (LMT) | 0.1 | $242k | 870.00 | 278.16 | |
Tupperware Brands Corporation | 0.1 | $245k | 3.5k | 70.20 | |
ConAgra Foods (CAG) | 0.1 | $243k | 6.8k | 35.74 | |
Fastenal Company (FAST) | 0.1 | $246k | 5.7k | 43.52 | |
Spectra Energy Partners | 0.1 | $257k | 6.0k | 42.83 | |
New England Rlty Assoc Ltd P depositry rcpt (NEN) | 0.1 | $250k | 3.5k | 71.43 | |
Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.1 | $248k | 7.2k | 34.28 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $229k | 945.00 | 242.33 | |
Amgen (AMGN) | 0.1 | $226k | 1.3k | 171.86 | |
Danaher Corporation (DHR) | 0.1 | $232k | 2.7k | 84.52 | |
Zimmer Holdings (ZBH) | 0.1 | $229k | 1.8k | 128.44 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $231k | 2.7k | 84.43 | |
Manpower (MAN) | 0.1 | $212k | 1.9k | 111.58 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $209k | 6.8k | 30.69 | |
Vanguard Total World Stock Idx (VT) | 0.1 | $223k | 3.3k | 67.68 | |
Kinder Morgan (KMI) | 0.1 | $215k | 11k | 19.19 | |
GlaxoSmithKline | 0.1 | $202k | 4.7k | 43.16 | |
I Shares 2019 Etf | 0.1 | $204k | 8.0k | 25.50 | |
ArQule | 0.0 | $65k | 52k | 1.24 | |
Globalstar (GSAT) | 0.0 | $33k | 16k | 2.12 |