The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 1,203 | 6,943 | SH | SOLE | 0 | 0 | 6,943 | ||
ABBVIE INC | COM | 00287Y109 | 1,103 | 15,168 | SH | SOLE | 0 | 0 | 15,168 | ||
AFLAC INC | COM | 001055102 | 1,337 | 24,397 | SH | SOLE | 0 | 0 | 24,397 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 783 | 3,460 | SH | SOLE | 0 | 0 | 3,460 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,158 | 6,836 | SH | SOLE | 0 | 0 | 6,836 | ||
ALLERGAN PLC | SHS | G0177J108 | 1,682 | 10,048 | SH | SOLE | 0 | 0 | 10,048 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 2,245 | 2,073 | SH | SOLE | 0 | 0 | 2,073 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 546 | 505 | SH | SOLE | 0 | 0 | 505 | ||
AMAZON COM INC | COM | 023135106 | 3,039 | 1,605 | SH | SOLE | 0 | 0 | 1,605 | ||
AMGEN INC | COM | 031162100 | 225 | 1,220 | SH | SOLE | 0 | 0 | 1,220 | ||
APPLE INC | COM | 037833100 | 1,886 | 9,529 | SH | SOLE | 0 | 0 | 9,529 | ||
ASSURANT INC | COM | 04621X108 | 1,320 | 12,411 | SH | SOLE | 0 | 0 | 12,411 | ||
AT&T INC | COM | 00206R102 | 1,381 | 41,204 | SH | SOLE | 0 | 0 | 41,204 | ||
AUTODESK INC | COM | 052769106 | 860 | 5,279 | SH | SOLE | 0 | 0 | 5,279 | ||
AUTODESK INC | COM | 052769106 | 19 | 5,200 | SH | Put | SOLE | 0 | 0 | 5,200 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 2,285 | 11,246 | SH | SOLE | 0 | 0 | 11,246 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 543 | 2,545 | SH | SOLE | 0 | 0 | 2,545 | ||
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 1,453 | 32,707 | SH | SOLE | 0 | 0 | 32,707 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 663 | 14,617 | SH | SOLE | 0 | 0 | 14,617 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 610 | 17,503 | SH | SOLE | 0 | 0 | 17,503 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,284 | 10,316 | SH | SOLE | 0 | 0 | 10,316 | ||
CHUBB LIMITED | COM | H1467J104 | 314 | 2,131 | SH | SOLE | 0 | 0 | 2,131 | ||
CLOROX CO DEL | COM | 189054109 | 689 | 4,501 | SH | SOLE | 0 | 0 | 4,501 | ||
COCA COLA CO | COM | 191216100 | 1,224 | 24,035 | SH | SOLE | 0 | 0 | 24,035 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 704 | 9,823 | SH | SOLE | 0 | 0 | 9,823 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 1,400 | 15,971 | SH | SOLE | 0 | 0 | 15,971 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 450 | 1,704 | SH | SOLE | 0 | 0 | 1,704 | ||
CUMMINS INC | COM | 231021106 | 1,388 | 8,100 | SH | SOLE | 0 | 0 | 8,100 | ||
CVS HEALTH CORP | COM | 126650100 | 447 | 8,208 | SH | SOLE | 0 | 0 | 8,208 | ||
DIGITAL RLTY TR INC | COM | 253868103 | 1,683 | 14,286 | SH | SOLE | 0 | 0 | 14,286 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 2,699 | 19,327 | SH | SOLE | 0 | 0 | 19,327 | ||
DOMINION ENERGY INC | COM | 25746U109 | 1,374 | 17,775 | SH | SOLE | 0 | 0 | 17,775 | ||
EAGLE BANCORP INC MD | COM | 268948106 | 1,257 | 23,229 | SH | SOLE | 0 | 0 | 23,229 | ||
EMERSON ELEC CO | COM | 291011104 | 1,192 | 17,867 | SH | SOLE | 0 | 0 | 17,867 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 677 | 48,102 | SH | SOLE | 0 | 0 | 48,102 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 872 | 30,189 | SH | SOLE | 0 | 0 | 30,189 | ||
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 1,814 | 14,946 | SH | SOLE | 0 | 0 | 14,946 | ||
ESSEX PPTY TR INC | COM | 297178105 | 1,756 | 6,016 | SH | SOLE | 0 | 0 | 6,016 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,337 | 17,451 | SH | SOLE | 0 | 0 | 17,451 | ||
FACEBOOK INC | CL A | 30303M102 | 225 | 1,167 | SH | SOLE | 0 | 0 | 1,167 | ||
FORD MTR CO DEL | COM | 345370860 | 135 | 13,200 | SH | SOLE | 0 | 0 | 13,200 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 1,293 | 7,109 | SH | SOLE | 0 | 0 | 7,109 | ||
GENERAL MLS INC | COM | 370334104 | 2,229 | 42,449 | SH | SOLE | 0 | 0 | 42,449 | ||
GENUINE PARTS CO | COM | 372460105 | 1,237 | 11,939 | SH | SOLE | 0 | 0 | 11,939 | ||
GILEAD SCIENCES INC | COM | 375558103 | 1,387 | 20,527 | SH | SOLE | 0 | 0 | 20,527 | ||
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 298 | 7,450 | SH | SOLE | 0 | 0 | 7,450 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 707 | 4,685 | SH | SOLE | 0 | 0 | 4,685 | ||
INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 46137V837 | 849 | 14,077 | SH | SOLE | 0 | 0 | 14,077 | ||
INVESCO EXCHNG TRADED FD TR | DWA DEV MKTS | 46138E875 | 358 | 13,219 | SH | SOLE | 0 | 0 | 13,219 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 6,604 | 65,656 | SH | SOLE | 0 | 0 | 65,656 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 6,394 | 125,546 | SH | SOLE | 0 | 0 | 125,546 | ||
ISHARES TR | INTL MOMENTUM FT | 46434V449 | 3,094 | 104,173 | SH | SOLE | 0 | 0 | 104,173 | ||
ISHARES TR | INTL QLTY FACTOR | 46434V456 | 240 | 7,937 | SH | SOLE | 0 | 0 | 7,937 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 2,115 | 28,692 | SH | SOLE | 0 | 0 | 28,692 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 477 | 4,369 | SH | SOLE | 0 | 0 | 4,369 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 267 | 4,784 | SH | SOLE | 0 | 0 | 4,784 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 217 | 2,033 | SH | SOLE | 0 | 0 | 2,033 | ||
ISHARES TR | U.S. FIN SVC ETF | 464287770 | 309 | 2,306 | SH | SOLE | 0 | 0 | 2,306 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | 200 | 7,734 | SH | SOLE | 0 | 0 | 7,734 | ||
ISHARES TR | USA MOMENTUM FCT | 46432F396 | 1,943 | 16,385 | SH | SOLE | 0 | 0 | 16,385 | ||
ISHARES TR | USA QUALITY FCTR | 46432F339 | 2,379 | 26,012 | SH | SOLE | 0 | 0 | 26,012 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,681 | 12,071 | SH | SOLE | 0 | 0 | 12,071 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 271 | 2,427 | SH | SOLE | 0 | 0 | 2,427 | ||
KELLOGG CO | COM | 487836108 | 1,083 | 20,220 | SH | SOLE | 0 | 0 | 20,220 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 720 | 5,400 | SH | SOLE | 0 | 0 | 5,400 | ||
LYFT INC | CL A COM | 55087P104 | 904 | 13,759 | SH | SOLE | 0 | 0 | 13,759 | ||
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 890 | 13,911 | SH | SOLE | 0 | 0 | 13,911 | ||
MCDONALDS CORP | COM | 580135101 | 1,322 | 6,366 | SH | SOLE | 0 | 0 | 6,366 | ||
MEDTRONIC PLC | SHS | G5960L103 | 1,280 | 13,142 | SH | SOLE | 0 | 0 | 13,142 | ||
MICROSOFT CORP | COM | 594918104 | 719 | 5,367 | SH | SOLE | 0 | 0 | 5,367 | ||
NIKE INC | CL B | 654106103 | 699 | 8,329 | SH | SOLE | 0 | 0 | 8,329 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 1,541 | 4,769 | SH | SOLE | 0 | 0 | 4,769 | ||
NUTANIX INC | CL A | 67059N108 | 1,038 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
PEOPLES UTD FINL INC | COM | 712704105 | 1,290 | 76,877 | SH | SOLE | 0 | 0 | 76,877 | ||
PEPSICO INC | COM | 713448108 | 1,644 | 12,537 | SH | SOLE | 0 | 0 | 12,537 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 1,136 | 14,470 | SH | SOLE | 0 | 0 | 14,470 | ||
PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 | 244 | 2,426 | SH | SOLE | 0 | 0 | 2,426 | ||
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 712 | 29,226 | SH | SOLE | 0 | 0 | 29,226 | ||
POLARIS INDS INC | COM | 731068102 | 1,285 | 14,086 | SH | SOLE | 0 | 0 | 14,086 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,713 | 15,621 | SH | SOLE | 0 | 0 | 15,621 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 249 | 2,462 | SH | SOLE | 0 | 0 | 2,462 | ||
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 306 | 5,195 | SH | SOLE | 0 | 0 | 5,195 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 1,223 | 10,092 | SH | SOLE | 0 | 0 | 10,092 | ||
RYDER SYS INC | COM | 783549108 | 1,254 | 21,515 | SH | SOLE | 0 | 0 | 21,515 | ||
SALESFORCE COM INC | COM | 79466L302 | 1,758 | 11,585 | SH | SOLE | 0 | 0 | 11,585 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 1,289 | 2,813 | SH | SOLE | 0 | 0 | 2,813 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 5,314 | 179,585 | SH | SOLE | 0 | 0 | 179,585 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,253 | 7,691 | SH | SOLE | 0 | 0 | 7,691 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 31 | 2,400 | SH | Put | SOLE | 0 | 0 | 2,400 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 20 | 1,400 | SH | Put | SOLE | 0 | 0 | 1,400 | |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 498 | 1,403 | SH | SOLE | 0 | 0 | 1,403 | ||
SPDR SERIES TRUST | BLOOMBERG SRT TR | 78468R408 | 2,970 | 109,054 | SH | SOLE | 0 | 0 | 109,054 | ||
SPDR SERIES TRUST | HLTH CR EQUIP | 78464A581 | 982 | 12,001 | SH | SOLE | 0 | 0 | 12,001 | ||
SPDR SERIES TRUST | NUVEEN BLMBRG SR | 78468R739 | 218 | 4,451 | SH | SOLE | 0 | 0 | 4,451 | ||
SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | 262 | 6,893 | SH | SOLE | 0 | 0 | 6,893 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 2,140 | 39,434 | SH | SOLE | 0 | 0 | 39,434 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 766 | 12,579 | SH | SOLE | 0 | 0 | 12,579 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 1,093 | 18,020 | SH | SOLE | 0 | 0 | 18,020 | ||
SPDR SERIES TRUST | S&P BK ETF | 78464A797 | 863 | 19,897 | SH | SOLE | 0 | 0 | 19,897 | ||
SSGA ACTIVE TR | SPDR DBLELN SHRT | 78470P200 | 5,764 | 115,994 | SH | SOLE | 0 | 0 | 115,994 | ||
TORONTO DOMINION BK ONT | COM NEW | 891160509 | 768 | 13,157 | SH | SOLE | 0 | 0 | 13,157 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 1,340 | 8,962 | SH | SOLE | 0 | 0 | 8,962 | ||
UNILEVER PLC | SPON ADR NEW | 904767704 | 791 | 12,764 | SH | SOLE | 0 | 0 | 12,764 | ||
UNION PACIFIC CORP | COM | 907818108 | 1,221 | 7,221 | SH | SOLE | 0 | 0 | 7,221 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,319 | 10,129 | SH | SOLE | 0 | 0 | 10,129 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 425 | 3,687 | SH | SOLE | 0 | 0 | 3,687 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 886 | 6,784 | SH | SOLE | 0 | 0 | 6,784 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 283 | 2,550 | SH | SOLE | 0 | 0 | 2,550 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 7,021 | 137,691 | SH | SOLE | 0 | 0 | 137,691 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 321 | 7,537 | SH | SOLE | 0 | 0 | 7,537 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 236 | 4,302 | SH | SOLE | 0 | 0 | 4,302 | ||
VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | 266 | 4,019 | SH | SOLE | 0 | 0 | 4,019 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 304 | 3,482 | SH | SOLE | 0 | 0 | 3,482 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 231 | 1,095 | SH | SOLE | 0 | 0 | 1,095 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,521 | 26,625 | SH | SOLE | 0 | 0 | 26,625 | ||
VISA INC | COM CL A | 92826C839 | 1,737 | 10,008 | SH | SOLE | 0 | 0 | 10,008 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 1,354 | 11,733 | SH | SOLE | 0 | 0 | 11,733 | ||
WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 576 | 422 | SH | SOLE | 0 | 0 | 422 | ||
WISDOMTREE TR | CURRNCY INT EQ | 97717X263 | 3,235 | 111,516 | SH | SOLE | 0 | 0 | 111,516 | ||
WISDOMTREE TR | DYNAMIC LNG EQ | 97717X313 | 1,564 | 56,487 | SH | SOLE | 0 | 0 | 56,487 | ||
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 1,323 | 45,829 | SH | SOLE | 0 | 0 | 45,829 | ||
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 3,891 | 87,119 | SH | SOLE | 0 | 0 | 87,119 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 545 | 11,586 | SH | SOLE | 0 | 0 | 11,586 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 253 | 4,342 | SH | SOLE | 0 | 0 | 4,342 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717X628 | 1,999 | 79,726 | SH | SOLE | 0 | 0 | 79,726 | ||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 2,243 | 86,073 | SH | SOLE | 0 | 0 | 86,073 | ||
WISDOMTREE TR | INTL MIDCAP DV | 97717W778 | 2,584 | 41,730 | SH | SOLE | 0 | 0 | 41,730 | ||
WISDOMTREE TR | INTL QULTY DIV | 97717X131 | 5,108 | 175,045 | SH | SOLE | 0 | 0 | 175,045 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 3,735 | 57,450 | SH | SOLE | 0 | 0 | 57,450 | ||
WISDOMTREE TR | US LARGECAP FUND | 97717W588 | 2,236 | 68,019 | SH | SOLE | 0 | 0 | 68,019 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 4,098 | 113,199 | SH | SOLE | 0 | 0 | 113,199 | ||
WISDOMTREE TR | US MIDCAP FUND | 97717W570 | 2,095 | 52,378 | SH | SOLE | 0 | 0 | 52,378 | ||
WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | 2,392 | 66,654 | SH | SOLE | 0 | 0 | 66,654 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 5,353 | 104,474 | SH | SOLE | 0 | 0 | 104,474 |