Lee Financial Group Hawaii as of March 31, 2020
Portfolio Holdings for Lee Financial Group Hawaii
Lee Financial Group Hawaii holds 24 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wisdomtree Tr brclys us aggr (AGGY) | 15.8 | $14M | 266k | 51.65 | |
| Ishares Tr usa min vo (USMV) | 13.2 | $12M | 214k | 54.01 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 13.2 | $12M | 367k | 31.45 | |
| Spdr Series Trust aerospace def (XAR) | 6.9 | $6.0M | 79k | 76.09 | |
| J P Morgan Exchange Traded F div rtn int eq (JPIN) | 6.1 | $5.3M | 122k | 43.24 | |
| Microsoft Corporation (MSFT) | 5.8 | $5.0M | 32k | 157.72 | |
| Technology SPDR (XLK) | 5.3 | $4.6M | 57k | 80.37 | |
| Costco Wholesale Corporation (COST) | 5.2 | $4.5M | 16k | 285.14 | |
| Visa (V) | 4.6 | $4.1M | 25k | 161.12 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 4.1 | $3.5M | 40k | 89.32 | |
| Alibaba Group Holding (BABA) | 3.1 | $2.7M | 14k | 194.51 | |
| Ishares Tr eafe min volat (EFAV) | 2.7 | $2.4M | 38k | 62.05 | |
| Walt Disney Company (DIS) | 2.6 | $2.2M | 23k | 96.61 | |
| Laboratory Corp. of America Holdings | 2.5 | $2.2M | 17k | 126.41 | |
| Intel Corporation (INTC) | 1.6 | $1.4M | 26k | 54.13 | |
| At&t (T) | 1.2 | $1.1M | 37k | 29.15 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $935k | 2.8k | 338.77 | |
| Marriott International (MAR) | 1.0 | $880k | 12k | 74.83 | |
| Proshares Ultrashort S&p 500 | 1.0 | $835k | 27k | 30.45 | |
| Enbridge (ENB) | 0.9 | $772k | 27k | 29.09 | |
| Altria (MO) | 0.8 | $701k | 18k | 38.66 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $574k | 17k | 33.64 | |
| Wisdomtree Tr blmbrg fl tr | 0.4 | $365k | 15k | 25.09 | |
| Apple (AAPL) | 0.3 | $284k | 1.1k | 254.03 |
