0001705819-19-000006.txt : 20190131 0001705819-19-000006.hdr.sgml : 20190131 20190131165655 ACCESSION NUMBER: 0001705819-19-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190131 DATE AS OF CHANGE: 20190131 EFFECTIVENESS DATE: 20190131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BIEGEL & WALLER LLC CENTRAL INDEX KEY: 0001122470 IRS NUMBER: 522258059 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17939 FILM NUMBER: 19556510 BUSINESS ADDRESS: STREET 1: 10211 WINCOPIN CIRCLE STREET 2: SUITE 300 CITY: COLUMBIA STATE: MD ZIP: 21044 BUSINESS PHONE: 4109970994 MAIL ADDRESS: STREET 1: 10211 WINCOPIN CIRCLE STREET 2: SUITE 300 CITY: COLUMBIA STATE: MD ZIP: 21044 FORMER COMPANY: FORMER CONFORMED NAME: BIEGEL & WALLER LLC /ADV DATE OF NAME CHANGE: 20000823 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001122470 XXXXXXXX 12-31-2018 12-31-2018 false BIEGEL & WALLER LLC

10211 Wincopin Circle Suite 300 Columbia MD 21044

13F HOLDINGS REPORT 028-17939 N Mark D. Biegel 410-997-0994 Mark D. Biegel Columbia MD 01-31-2019 0 73 169238 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 248 1304 SH SOLE 0 0 1304 ABBVIE INC COM 00287Y109 201 2178 SH SOLE 0 0 2178 ALLEGION PUB LTD CO ORD SHS G0176J109 792 9933 SH SOLE 0 0 9933 ALLERGAN PLC SHS G0177J108 2288 17120 SH SOLE 0 0 17120 AMAZON COM INC COM 023135106 285 190 SH SOLE 0 0 190 AMERICAN AIRLS GROUP INC COM 02376R102 273 8500 SH SOLE 0 0 8500 APPLE INC COM 037833100 1038 6582 SH SOLE 0 0 6582 AT&T INC COM 00206R102 4614 161679 SH SOLE 0 0 161679 AVERY DENNISON CORP COM 053611109 612 6811 SH SOLE 0 0 6811 BANK AMER CORP COM 060505104 429 17425 SH SOLE 0 0 17425 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 207 1015 SH SOLE 0 0 1015 BOEING CO COM 097023105 1130 3503 SH SOLE 0 0 3503 BRISTOL MYERS SQUIBB CO COM 110122108 298 5734 SH SOLE 0 0 5734 CHEVRON CORP NEW COM 166764100 489 4498 SH SOLE 0 0 4498 CINCINNATI FINL CORP COM 172062101 654 8446 SH SOLE 0 0 8446 CISCO SYS INC COM 17275R102 447 10323 SH SOLE 0 0 10323 CITIGROUP INC COM NEW 172967424 5920 113711 SH SOLE 0 0 113711 COMERICA INC COM 200340107 630 9168 SH SOLE 0 0 9168 CYREN LTD SHS M26895108 71 23630 SH SOLE 0 0 23630 DELTA AIR LINES INC DEL COM NEW 247361702 7670 153702 SH SOLE 0 0 153702 DISNEY WALT CO COM DISNEY 254687106 403 3676 SH SOLE 0 0 3676 DOWDUPONT INC COM 26078J100 3915 73201 SH SOLE 0 0 73201 EXXON MOBIL CORP COM 30231G102 226 3308 SH SOLE 0 0 3308 FACEBOOK INC CL A 30303M102 241 1835 SH SOLE 0 0 1835 FIDELITY INT HG DIV ETF 316092725 280 14338 SH SOLE 0 0 14338 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 259 8000 SH SOLE 0 0 8000 GENERAL ELECTRIC CO COM 369604103 395 52235 SH SOLE 0 0 52235 HOME DEPOT INC COM 437076102 1269 7388 SH SOLE 0 0 7388 HOWARD BANCORP INC COM 442496105 1489 104143 SH SOLE 0 0 104143 IMMUNOMEDICS INC COM 452907108 186 13000 SH SOLE 0 0 13000 INGERSOLL-RAND PLC SHS G47791101 2509 27500 SH SOLE 0 0 27500 ISHARES INC CORE MSCI EMKT 46434G103 3437 72888 SH SOLE 0 0 72888 ISHARES INC MIN VOL EMRG MKT 464286533 18801 336511 SH SOLE 0 0 336511 ISHARES TR SELECT DIVID ETF 464287168 234 2618 SH SOLE 0 0 2618 ISHARES TR INTL SEL DIV ETF 464288448 7567 263571 SH SOLE 0 0 263571 ISHARES TR EAFE SML CP ETF 464288273 9882 190705 SH SOLE 0 0 190705 ISHARES TR CORE MSCI TOTAL 46432F834 14365 273464 SH SOLE 0 0 273464 ISHARES TR CORE S&P US VLU 464287663 4541 92511 SH SOLE 0 0 92511 ISHARES TR CORE DIV GRWTH 46434V621 2285 68872 SH SOLE 0 0 68872 ISHARES TR RUS 1000 VAL ETF 464287598 2548 22942 SH SOLE 0 0 22942 ISHARES TR CORE S&P TTL STK 464287150 20231 356430 SH SOLE 0 0 356430 ISHARES TR S&P 500 GRWT ETF 464287309 4039 26810 SH SOLE 0 0 26810 ISHARES TR RUS 1000 GRW ETF 464287614 342 2610 SH SOLE 0 0 2610 ISHARES TR CORE MSCI EAFE 46432F842 5888 107053 SH SOLE 0 0 107053 ISHARES TR MSCI EMG MKT ETF 464287234 14094 360830 SH SOLE 0 0 360830 ISHARES TR MSCI ACWI ETF 464288257 213 3315 SH SOLE 0 0 3315 ISHARES TR MIN VOL EAFE ETF 46429B689 969 14534 SH SOLE 0 0 14534 ISHARES TR CORE 1 5 YR USD 46432F859 278 5673 SH SOLE 0 0 5673 ISHARES TR CORE S&P500 ETF 464287200 703 2794 SH SOLE 0 0 2794 ISHARES TR U.S. PHARMA ETF 464288836 5408 38416 SH SOLE 0 0 38416 JOHNSON & JOHNSON COM 478160104 521 4035 SH SOLE 0 0 4035 JPMORGAN CHASE & CO COM 46625H100 281 2875 SH SOLE 0 0 2875 LILIS ENERGY INC COM NEW 532403201 120 87500 SH SOLE 0 0 87500 LILLY ELI & CO COM 532457108 210 1812 SH SOLE 0 0 1812 LOCKHEED MARTIN CORP COM 539830109 787 3005 SH SOLE 0 0 3005 MARRIOTT INTL INC NEW CL A 571903202 1724 15877 SH SOLE 0 0 15877 MCDONALDS CORP COM 580135101 276 1553 SH SOLE 0 0 1553 MICROSOFT CORP COM 594918104 1033 10167 SH SOLE 0 0 10167 MIRAGEN THERAPEUTICS INC COM 60463E103 202 66508 SH SOLE 0 0 66508 NETFLIX INC COM 64110L106 289 1078 SH SOLE 0 0 1078 NUCOR CORP COM 670346105 288 5560 SH SOLE 0 0 5560 NVR INC COM 62944T105 3729 1530 SH SOLE 0 0 1530 ON TRACK INNOVATION LTD SHS M8791A109 6 10000 SH SOLE 0 0 10000 ORACLE CORP COM 68389X105 347 7677 SH SOLE 0 0 7677 PFIZER INC COM 717081103 219 5020 SH SOLE 0 0 5020 RED HAT INC COM 756577102 659 3750 SH SOLE 0 0 3750 SEALED AIR CORP NEW COM 81211K100 432 12391 SH SOLE 0 0 12391 SIRIUS XM HLDGS INC COM 82968B103 148 25911 SH SOLE 0 0 25911 SPDR S&P 500 ETF TR TR UNIT 78462F103 524 2097 SH SOLE 0 0 2097 TEXAS ROADHOUSE INC COM 882681109 512 8570 SH SOLE 0 0 8570 UNITED TECHNOLOGIES CORP COM 913017109 464 4361 SH SOLE 0 0 4361 UNITEDHEALTH GROUP INC COM 91324P102 937 3763 SH SOLE 0 0 3763 VISA INC COM CL A 92826C839 237 1797 SH SOLE 0 0 1797