0001085146-19-001681.txt : 20190516
0001085146-19-001681.hdr.sgml : 20190516
20190515192052
ACCESSION NUMBER: 0001085146-19-001681
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190516
DATE AS OF CHANGE: 20190515
EFFECTIVENESS DATE: 20190516
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: TOTAL INVESTMENT MANAGEMENT INC
CENTRAL INDEX KEY: 0001068804
IRS NUMBER: 860912979
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17732
FILM NUMBER: 19830249
BUSINESS ADDRESS:
STREET 1: 9383 E BAHIA DR #120
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85260
BUSINESS PHONE: 4809985735
MAIL ADDRESS:
STREET 1: 9383 E BAHIA DR #120
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85260
FORMER COMPANY:
FORMER CONFORMED NAME: TOTAL INVESTMENT MANAGEMENT INC /ADV
DATE OF NAME CHANGE: 19980821
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001068804
XXXXXXXX
03-31-2019
03-31-2019
false
TOTAL INVESTMENT MANAGEMENT INC
9383 E BAHIA DR #120
SCOTTSDALE
AZ
85260
13F HOLDINGS REPORT
028-17732
N
Gerardo Martinez
Regulatory Consultant
310-275-7300
/s/ Gerardo Martinez
Beverly Hills
CA
05-15-2019
0
51
415836
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
AMAZON COM INC
COM
023135106
759
416
SH
SOLE
0
0
416
APPLE INC
COM
037833100
1830
9853
SH
SOLE
0
0
9853
AT&T INC
COM
00206R102
230
7558
SH
SOLE
0
0
7558
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
725
3536
SH
SOLE
0
0
3536
BLACKROCK MUNIHLDGS FD II IN
COM
09253P109
359
23844
SH
SOLE
0
0
23844
BLACKROCK MUNIY QUALITY FD I
COM
09254G108
311
25134
SH
SOLE
0
0
25134
BOEING CO
COM
097023105
384
1137
SH
SOLE
0
0
1137
CATERPILLAR INC DEL
COM
149123101
240
1913
SH
SOLE
0
0
1913
CHEVRON CORP NEW
COM
166764100
318
2642
SH
SOLE
0
0
2642
CISCO SYS INC
COM
17275R102
342
6662
SH
SOLE
0
0
6662
COCA COLA CO
COM
191216100
244
5079
SH
SOLE
0
0
5079
COLUMBIA PPTY TR INC
COM NEW
198287203
899
41215
SH
SOLE
0
0
41215
DELTA AIR LINES INC DEL
COM NEW
247361702
294
5357
SH
SOLE
0
0
5357
ETF SER SOLUTIONS
RYZZ MNG FTR
26922A255
30624
1225469
SH
SOLE
0
0
1225469
EXXON MOBIL CORP
COM
30231G102
246
3249
SH
SOLE
0
0
3249
FIRST TR EXCH TRD ALPHA FD I
DEV MRK EX US
33737J174
44473
857567
SH
SOLE
0
0
857567
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
23904
379368
SH
SOLE
0
0
379368
FIRST TR EXCHANGE TRADED FD
FIRST TR ENH NEW
33739Q408
551
9176
SH
SOLE
0
0
9176
FIRST TR LRG CP GRWTH ALPHAD
COM SHS
33735K108
367
5557
SH
SOLE
0
0
5557
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
49335
919881
SH
SOLE
0
0
919881
INTERNATIONAL BUSINESS MACHS
COM
459200101
213
1622
SH
SOLE
0
0
1622
INVESCO QQQ TR
UNIT SER 1
46090E103
1786
10000
SH
SOLE
0
0
10000
ISHARES INC
CORE MSCI EMKT
46434G103
833
17040
SH
SOLE
0
0
17040
ISHARES TR
CORE S&P500 ETF
464287200
1388
4907
SH
SOLE
0
0
4907
ISHARES TR
CORE US AGGBD ET
464287226
1659
15241
SH
SOLE
0
0
15241
ISHARES TR
IBOXX INV CP ETF
464287242
4623
38871
SH
SOLE
0
0
38871
ISHARES TR
S&P 500 GRWT ETF
464287309
1008
5873
SH
SOLE
0
0
5873
ISHARES TR
S&P 500 VAL ETF
464287408
425
3793
SH
SOLE
0
0
3793
ISHARES TR
CORE S&P SCP ETF
464287804
1800
23425
SH
SOLE
0
0
23425
JP MORGAN EXCHANGE TRADED FD
DIV RTN GLB EQ
46641Q100
46071
796521
SH
SOLE
0
0
796521
JP MORGAN EXCHANGE TRADED FD
JPMORGAN DIVER
46641Q407
24471
338930
SH
SOLE
0
0
338930
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
16476
327093
SH
SOLE
0
0
327093
JP MORGAN EXCHANGE TRADED FD
DIVERSFD EQT ETF
46641Q845
49580
1641162
SH
SOLE
0
0
1641162
JPMORGAN CHASE & CO
COM
46625H100
321
2937
SH
SOLE
0
0
2937
MICROSOFT CORP
COM
594918104
216
1747
SH
SOLE
0
0
1747
ORACLE CORP
COM
68389X105
1670
31255
SH
SOLE
0
0
31255
PFIZER INC
COM
717081103
271
6671
SH
SOLE
0
0
6671
PROCTER AND GAMBLE CO
COM
742718109
240
2262
SH
SOLE
0
0
2262
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1293
19116
SH
SOLE
0
0
19116
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
19895
295928
SH
SOLE
0
0
295928
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
1199
22084
SH
SOLE
0
0
22084
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
44400
1784548
SH
SOLE
0
0
1784548
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
869
23510
SH
SOLE
0
0
23510
SCHWAB STRATEGIC TR
SCHWAB FDT US BM
808524789
200
5359
SH
SOLE
0
0
5359
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
538
10430
SH
SOLE
0
0
10430
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
15706
303267
SH
SOLE
0
0
303267
SOUTHWEST AIRLS CO
COM
844741108
222
4348
SH
SOLE
0
0
4348
SPDR GOLD TRUST
GOLD SHS
78463V107
19232
156775
SH
SOLE
0
0
156775
SPDR S&P 500 ETF TR
TR UNIT
78462F103
289
1028
SH
SOLE
0
0
1028
UNITED CONTL HLDGS INC
COM
910047109
2251
27423
SH
SOLE
0
0
27423
VERIZON COMMUNICATIONS INC
COM
92343V104
256
4513
SH
SOLE
0
0
4513