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 | 1,297 | 7,890 | SH | SOLE | 0 | 0 | 7,890 | ||
ABBVIE INC | COM | 00287Y109 | 1,341 | 17,713 | SH | SOLE | 0 | 0 | 17,713 | ||
AFLAC INC | COM | 001055102 | 1,687 | 32,246 | SH | SOLE | 0 | 0 | 32,246 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 984 | 4,434 | SH | SOLE | 0 | 0 | 4,434 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,309 | 7,830 | SH | SOLE | 0 | 0 | 7,830 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 2,448 | 2,005 | SH | SOLE | 0 | 0 | 2,005 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 544 | 446 | SH | SOLE | 0 | 0 | 446 | ||
AMAZON COM INC | COM | 023135106 | 2,779 | 1,601 | SH | SOLE | 0 | 0 | 1,601 | ||
AMGEN INC | COM | 031162100 | 236 | 1,220 | SH | SOLE | 0 | 0 | 1,220 | ||
APPLE INC | COM | 037833100 | 2,129 | 9,507 | SH | SOLE | 0 | 0 | 9,507 | ||
ASSURANT INC | COM | 04621X108 | 1,724 | 13,700 | SH | SOLE | 0 | 0 | 13,700 | ||
AT&T INC | COM | 00206R102 | 1,742 | 46,030 | SH | SOLE | 0 | 0 | 46,030 | ||
AUTODESK INC | COM | 052769106 | 780 | 5,279 | SH | SOLE | 0 | 0 | 5,279 | ||
AUTODESK INC | COM | 052769106 | 18 | 5,200 | SH | Put | SOLE | 0 | 0 | 5,200 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 2,488 | 11,556 | SH | SOLE | 0 | 0 | 11,556 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 531 | 2,555 | SH | SOLE | 0 | 0 | 2,555 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 1,660 | 33,990 | SH | SOLE | 0 | 0 | 33,990 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 980 | 19,333 | SH | SOLE | 0 | 0 | 19,333 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 597 | 16,188 | SH | SOLE | 0 | 0 | 16,188 | ||
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 1,171 | 45,817 | SH | SOLE | 0 | 0 | 45,817 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,373 | 11,577 | SH | SOLE | 0 | 0 | 11,577 | ||
CHUBB LIMITED | COM | H1467J104 | 228 | 1,415 | SH | SOLE | 0 | 0 | 1,415 | ||
CLOROX CO DEL | COM | 189054109 | 893 | 5,877 | SH | SOLE | 0 | 0 | 5,877 | ||
COCA COLA CO | COM | 191216100 | 1,477 | 27,123 | SH | SOLE | 0 | 0 | 27,123 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 944 | 12,846 | SH | SOLE | 0 | 0 | 12,846 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 1,681 | 17,790 | SH | SOLE | 0 | 0 | 17,790 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 492 | 1,706 | SH | SOLE | 0 | 0 | 1,706 | ||
CUMMINS INC | COM | 231021106 | 1,757 | 10,801 | SH | SOLE | 0 | 0 | 10,801 | ||
CVS HEALTH CORP | COM | 126650100 | 484 | 7,668 | SH | SOLE | 0 | 0 | 7,668 | ||
DIGITAL RLTY TR INC | COM | 253868103 | 2,028 | 15,624 | SH | SOLE | 0 | 0 | 15,624 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 2,563 | 19,670 | SH | SOLE | 0 | 0 | 19,670 | ||
DOMINION ENERGY INC | COM | 25746U109 | 1,613 | 19,902 | SH | SOLE | 0 | 0 | 19,902 | ||
EAGLE BANCORP INC MD | COM | 268948106 | 1,028 | 23,044 | SH | SOLE | 0 | 0 | 23,044 | ||
EMERSON ELEC CO | COM | 291011104 | 1,382 | 20,669 | SH | SOLE | 0 | 0 | 20,669 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 629 | 48,102 | SH | SOLE | 0 | 0 | 48,102 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 898 | 31,404 | SH | SOLE | 0 | 0 | 31,404 | ||
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 2,163 | 16,192 | SH | SOLE | 0 | 0 | 16,192 | ||
ESSEX PPTY TR INC | COM | 297178105 | 2,136 | 6,539 | SH | SOLE | 0 | 0 | 6,539 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,651 | 23,380 | SH | SOLE | 0 | 0 | 23,380 | ||
FORD MTR CO DEL | COM | 345370860 | 121 | 13,200 | SH | SOLE | 0 | 0 | 13,200 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 1,455 | 7,961 | SH | SOLE | 0 | 0 | 7,961 | ||
GENERAL MLS INC | COM | 370334104 | 2,255 | 40,916 | SH | SOLE | 0 | 0 | 40,916 | ||
GENUINE PARTS CO | COM | 372460105 | 1,629 | 16,357 | SH | SOLE | 0 | 0 | 16,357 | ||
GILEAD SCIENCES INC | COM | 375558103 | 1,392 | 21,962 | SH | SOLE | 0 | 0 | 21,962 | ||
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 319 | 7,468 | SH | SOLE | 0 | 0 | 7,468 | ||
HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 272 | 9,256 | SH | SOLE | 0 | 0 | 9,256 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 951 | 6,078 | SH | SOLE | 0 | 0 | 6,078 | ||
INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 46137V837 | 791 | 12,985 | SH | SOLE | 0 | 0 | 12,985 | ||
INVESCO EXCHNG TRADED FD TR | DWA DEV MKTS | 46138E875 | 315 | 11,925 | SH | SOLE | 0 | 0 | 11,925 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 6,467 | 64,560 | SH | SOLE | 0 | 0 | 64,560 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 272 | 2,407 | SH | SOLE | 0 | 0 | 2,407 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 6,209 | 121,811 | SH | SOLE | 0 | 0 | 121,811 | ||
ISHARES TR | INTL MOMENTUM FT | 46434V449 | 3,165 | 107,721 | SH | SOLE | 0 | 0 | 107,721 | ||
ISHARES TR | INTL QLTY FACTOR | 46434V456 | 236 | 7,937 | SH | SOLE | 0 | 0 | 7,937 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 2,116 | 28,692 | SH | SOLE | 0 | 0 | 28,692 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 327 | 3,288 | SH | SOLE | 0 | 0 | 3,288 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 257 | 4,589 | SH | SOLE | 0 | 0 | 4,589 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 217 | 2,041 | SH | SOLE | 0 | 0 | 2,041 | ||
ISHARES TR | U.S. FIN SVC ETF | 464287770 | 290 | 2,124 | SH | SOLE | 0 | 0 | 2,124 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | 205 | 7,771 | SH | SOLE | 0 | 0 | 7,771 | ||
ISHARES TR | USA MOMENTUM FCT | 46432F396 | 1,959 | 16,426 | SH | SOLE | 0 | 0 | 16,426 | ||
ISHARES TR | USA QUALITY FCTR | 46432F339 | 2,377 | 25,725 | SH | SOLE | 0 | 0 | 25,725 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,596 | 12,336 | SH | SOLE | 0 | 0 | 12,336 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 305 | 2,593 | SH | SOLE | 0 | 0 | 2,593 | ||
KELLOGG CO | COM | 487836108 | 1,545 | 24,002 | SH | SOLE | 0 | 0 | 24,002 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 989 | 6,961 | SH | SOLE | 0 | 0 | 6,961 | ||
LYFT INC | CL A COM | 55087P104 | 718 | 17,573 | SH | SOLE | 0 | 0 | 17,573 | ||
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 958 | 14,462 | SH | SOLE | 0 | 0 | 14,462 | ||
MCDONALDS CORP | COM | 580135101 | 1,778 | 8,282 | SH | SOLE | 0 | 0 | 8,282 | ||
MEDTRONIC PLC | SHS | G5960L103 | 1,602 | 14,751 | SH | SOLE | 0 | 0 | 14,751 | ||
MICROSOFT CORP | COM | 594918104 | 818 | 5,884 | SH | SOLE | 0 | 0 | 5,884 | ||
NIKE INC | CL B | 654106103 | 1,041 | 11,085 | SH | SOLE | 0 | 0 | 11,085 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 1,947 | 5,194 | SH | SOLE | 0 | 0 | 5,194 | ||
NUTANIX INC | CL A | 67059N108 | 788 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | ||
PEOPLES UTD FINL INC | COM | 712704105 | 1,628 | 104,140 | SH | SOLE | 0 | 0 | 104,140 | ||
PEPSICO INC | COM | 713448108 | 1,837 | 13,398 | SH | SOLE | 0 | 0 | 13,398 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 1,349 | 17,765 | SH | SOLE | 0 | 0 | 17,765 | ||
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 606 | 29,226 | SH | SOLE | 0 | 0 | 29,226 | ||
POLARIS INC | COM | 731068102 | 1,409 | 16,010 | SH | SOLE | 0 | 0 | 16,010 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 2,070 | 16,644 | SH | SOLE | 0 | 0 | 16,644 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 222 | 2,470 | SH | SOLE | 0 | 0 | 2,470 | ||
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 211 | 3,395 | SH | SOLE | 0 | 0 | 3,395 | ||
RESMED INC | COM | 761152107 | 228 | 1,688 | SH | SOLE | 0 | 0 | 1,688 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 1,188 | 10,964 | SH | SOLE | 0 | 0 | 10,964 | ||
RYDER SYS INC | COM | 783549108 | 1,533 | 29,611 | SH | SOLE | 0 | 0 | 29,611 | ||
SALESFORCE COM INC | COM | 79466L302 | 1,778 | 11,976 | SH | SOLE | 0 | 0 | 11,976 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 1,717 | 3,123 | SH | SOLE | 0 | 0 | 3,123 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 5,232 | 178,200 | SH | SOLE | 0 | 0 | 178,200 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,331 | 7,855 | SH | SOLE | 0 | 0 | 7,855 | ||
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 | 497 | 1,409 | SH | SOLE | 0 | 0 | 1,409 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 21 | 1,400 | SH | Put | SOLE | 0 | 0 | 1,400 | |
SPDR SERIES TRUST | BLOOMBERG SRT TR | 78468R408 | 2,921 | 108,139 | SH | SOLE | 0 | 0 | 108,139 | ||
SPDR SERIES TRUST | HLTH CR EQUIP | 78464A581 | 854 | 10,939 | SH | SOLE | 0 | 0 | 10,939 | ||
SPDR SERIES TRUST | NUVEEN BLMBRG SR | 78468R739 | 219 | 4,467 | SH | SOLE | 0 | 0 | 4,467 | ||
SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | 273 | 7,178 | SH | SOLE | 0 | 0 | 7,178 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 2,158 | 40,162 | SH | SOLE | 0 | 0 | 40,162 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 781 | 13,114 | SH | SOLE | 0 | 0 | 13,114 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 1,169 | 19,075 | SH | SOLE | 0 | 0 | 19,075 | ||
SPDR SERIES TRUST | S&P BK ETF | 78464A797 | 777 | 18,011 | SH | SOLE | 0 | 0 | 18,011 | ||
SSGA ACTIVE TR | SPDR DBLELN SHRT | 78470P200 | 5,674 | 114,242 | SH | SOLE | 0 | 0 | 114,242 | ||
TORONTO DOMINION BK ONT | COM NEW | 891160509 | 720 | 12,352 | SH | SOLE | 0 | 0 | 12,352 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 1,495 | 10,057 | SH | SOLE | 0 | 0 | 10,057 | ||
UNILEVER PLC | SPON ADR NEW | 904767704 | 653 | 10,873 | SH | SOLE | 0 | 0 | 10,873 | ||
UNION PACIFIC CORP | COM | 907818108 | 1,601 | 9,882 | SH | SOLE | 0 | 0 | 9,882 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,558 | 11,410 | SH | SOLE | 0 | 0 | 11,410 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 394 | 3,291 | SH | SOLE | 0 | 0 | 3,291 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 828 | 6,428 | SH | SOLE | 0 | 0 | 6,428 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 283 | 2,531 | SH | SOLE | 0 | 0 | 2,531 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 6,875 | 137,769 | SH | SOLE | 0 | 0 | 137,769 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 393 | 9,760 | SH | SOLE | 0 | 0 | 9,760 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 312 | 3,511 | SH | SOLE | 0 | 0 | 3,511 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 220 | 1,019 | SH | SOLE | 0 | 0 | 1,019 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,734 | 28,720 | SH | SOLE | 0 | 0 | 28,720 | ||
VISA INC | COM CL A | 92826C839 | 2,082 | 12,102 | SH | SOLE | 0 | 0 | 12,102 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 1,503 | 13,071 | SH | SOLE | 0 | 0 | 13,071 | ||
WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 999 | 656 | SH | SOLE | 0 | 0 | 656 | ||
WISDOMTREE TR | CURRNCY INT EQ | 97717X263 | 3,222 | 111,814 | SH | SOLE | 0 | 0 | 111,814 | ||
WISDOMTREE TR | DYNAMIC LNG EQ | 97717X313 | 1,602 | 57,662 | SH | SOLE | 0 | 0 | 57,662 | ||
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 1,249 | 45,183 | SH | SOLE | 0 | 0 | 45,183 | ||
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 3,860 | 93,448 | SH | SOLE | 0 | 0 | 93,448 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 530 | 11,953 | SH | SOLE | 0 | 0 | 11,953 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 201 | 3,594 | SH | SOLE | 0 | 0 | 3,594 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717X628 | 1,998 | 79,762 | SH | SOLE | 0 | 0 | 79,762 | ||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 2,150 | 90,164 | SH | SOLE | 0 | 0 | 90,164 | ||
WISDOMTREE TR | INTL MIDCAP DV | 97717W778 | 2,479 | 41,107 | SH | SOLE | 0 | 0 | 41,107 | ||
WISDOMTREE TR | INTL QULTY DIV | 97717X131 | 5,758 | 200,003 | SH | SOLE | 0 | 0 | 200,003 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 3,892 | 61,269 | SH | SOLE | 0 | 0 | 61,269 | ||
WISDOMTREE TR | US LARGECAP FUND | 97717W588 | 2,232 | 66,547 | SH | SOLE | 0 | 0 | 66,547 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 4,148 | 114,226 | SH | SOLE | 0 | 0 | 114,226 | ||
WISDOMTREE TR | US MIDCAP FUND | 97717W570 | 2,113 | 53,584 | SH | SOLE | 0 | 0 | 53,584 | ||
WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | 2,581 | 72,499 | SH | SOLE | 0 | 0 | 72,499 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 5,287 | 101,122 | SH | SOLE | 0 | 0 | 101,122 |