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Institutional Investment Manager
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
MINICHMACGREGOR WEALTH MANAGEMENT, LLC (CIK: 0001744318). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 456 holdings with a total value of $103,592,000.
#
Name
Shares
Value ($)
%
Options
Notes
451 VANGUARD SCOTTSDALE FDS 50,438 4,036,000 3.90%
452 SCHWAB U.S. LARGE-CAP ETF 96,958 4,735,000 4.57%
453 SCHWAB U.S. LARGE-CAP GROWTH ETF 146,415 7,675,000 7.41%
454 GENERAL ELECTRIC CO 243,273 7,733,000 7.46%
455 ISHARES TR 108,724 11,998,000 11.58%
456 SCHWAB SHORT-TERM US TREASURY ETF 400,315 20,336,000 19.63%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-18-000457, filed 2018.06.28).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.