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