D. Scott Neal

D. Scott Neal as of Dec. 31, 2019

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 42 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 20.1 $42M 513k 81.03
Invesco Qqq Trust Series 1 (QQQ) 16.3 $34M 159k 212.61
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 11.1 $23M 253k 91.33
iShares Russell Midcap Index Fund (IWR) 8.2 $17M 287k 59.62
SPDR S&P MidCap 400 ETF (MDY) 6.9 $14M 38k 375.38
Spdr Ser Tr cmn (FLRN) 5.1 $11M 344k 30.73
iShares Russell 2000 Index (IWM) 5.0 $10M 62k 165.68
iShares S&P 500 Index (IVV) 4.4 $9.1M 28k 323.24
iShares Lehman 1-3 Year Treas.Bond (SHY) 4.2 $8.7M 103k 84.63
iShares S&P SmallCap 600 Value Idx (IJS) 2.7 $5.6M 35k 160.79
Vanguard Mid-Cap ETF (VO) 2.2 $4.6M 26k 178.19
Db-x Msci Eafe Currency-hedged (DBEF) 2.0 $4.1M 121k 33.78
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.9 $3.9M 68k 57.98
Ishares Tr fltg rate nt (FLOT) 1.4 $2.8M 55k 50.93
iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.9 $1.8M 33k 54.60
At&t (T) 0.7 $1.5M 38k 39.08
Spdr Series Trust dj ttl mkt etf (SPTM) 0.7 $1.4M 36k 39.86
Schwab U S Broad Market ETF (SCHB) 0.6 $1.3M 16k 76.89
ProShares Ultra QQQ (QLD) 0.6 $1.2M 10k 121.88
Caterpillar (CAT) 0.6 $1.2M 8.0k 147.69
ProShares Ultra S&P500 (SSO) 0.6 $1.2M 7.8k 150.78
Republic Bancorp, Inc. KY (RBCAA) 0.5 $983k 21k 46.81
Spdr S&p 500 Etf (SPY) 0.4 $890k 2.8k 322.00
Berkshire Hathaway (BRK.B) 0.3 $607k 2.7k 226.49
Vanguard High Dividend Yield ETF (VYM) 0.2 $521k 5.6k 93.64
Vanguard Small-Cap Growth ETF (VBK) 0.2 $490k 2.5k 198.70
iShares MSCI EAFE Index Fund (EFA) 0.2 $469k 6.7k 69.51
Truist Financial Corp equities (TFC) 0.2 $449k 8.0k 56.33
Pfizer (PFE) 0.2 $391k 10k 39.21
iShares MSCI ACWI Index Fund (ACWI) 0.2 $390k 4.9k 79.35
Microsoft Corporation (MSFT) 0.2 $363k 2.3k 157.76
Regions Financial Corporation (RF) 0.2 $343k 20k 17.15
iShares S&P MidCap 400 Index (IJH) 0.1 $317k 1.5k 206.11
Real Estate Select Sect Spdr (XLRE) 0.1 $306k 7.9k 38.68
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.1 $292k 8.3k 35.33
International Business Machines (IBM) 0.1 $269k 2.0k 134.23
Procter & Gamble Company (PG) 0.1 $265k 2.1k 125.00
Lowe's Companies (LOW) 0.1 $232k 1.9k 119.71
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $218k 2.0k 110.16
Exxon Mobil Corporation (XOM) 0.1 $205k 2.9k 69.78
ProShares Ultra Russell2000 (UWM) 0.1 $205k 2.7k 76.95
General Electric Company 0.1 $139k 12k 11.20