HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD TOTAL STOCK MARKET ETF (VTI) |
629,347 | +629,347 | $94,459 |
| VTI | 629,347 | +629,347 | $94,459 |
| VANGUARD FTSE DEVELOPED MARKETS (VEA) |
679,576 | +679,576 | $28,345 |
| VEA | 679,576 | +679,576 | $28,345 |
| VANGUARD TOTAL BOND MARKET ETF (BND) |
281,616 | +281,616 | $23,394 |
| BND | 281,616 | +281,616 | $23,394 |
| MICROSOFT CORP |
108,042 | +108,042 | $14,474 |
| MSFT | 108,042 | +108,042 | $14,474 |
| CLEARBRIDGE ALL CAP GROWTH |
326,889 | +326,889 | $10,363 |
| CACG | 326,889 | +326,889 | $10,363 |
| MATSON INC |
229,559 | +229,559 | $8,918 |
| MATX | 229,559 | +229,559 | $8,918 |
| JPMORGAN CHASE & CO |
72,135 | +72,135 | $8,064 |
| JPM | 72,135 | +72,135 | $8,064 |
| COMCAST CORP |
189,014 | +189,014 | $7,991 |
| CMCSA | 189,014 | +189,014 | $7,991 |
| JOHNSON & JOHNSON |
55,414 | +55,414 | $7,718 |
| JNJ | 55,414 | +55,414 | $7,718 |
| APPLE INC |
37,443 | +37,443 | $7,410 |
| AAPL | 37,443 | +37,443 | $7,410 |
| MERCK & CO INC |
84,355 | +84,355 | $7,074 |
| MRK | 84,355 | +84,355 | $7,074 |
| UNITEDHEALTH GROUP INC |
27,938 | +27,938 | $6,817 |
| UNH | 27,938 | +27,938 | $6,817 |
| ISHARES RUSSELL 1000 MKT (IWB) |
40,614 | +40,614 | $6,612 |
| IWB | 40,614 | +40,614 | $6,612 |
| EXXON MOBIL CORP |
81,683 | +81,683 | $6,259 |
| XOM | 81,683 | +81,683 | $6,259 |
| ISHARES INTERNATIONAL SELECT DIV (IDV) |
178,161 | +178,161 | $5,473 |
| IDV | 178,161 | +178,161 | $5,473 |
| ISHARES RUSSELL 1000 GROWTH (IWF) |
34,754 | +34,754 | $5,468 |
| IWF | 34,754 | +34,754 | $5,468 |
| CHEVRON CORP |
41,754 | +41,754 | $5,196 |
| CVX | 41,754 | +41,754 | $5,196 |
| VANGUARD EMERGING MARKETS STOCK (VWO) |
121,048 | +121,048 | $5,148 |
| VWO | 121,048 | +121,048 | $5,148 |
| ISHARES RUSSELL 1000 VALUE MKT (IWD) |
39,004 | +39,004 | $4,963 |
| IWD | 39,004 | +39,004 | $4,963 |
| LEGG MASON |
179,341 | +179,341 | $4,858 |
| WBND | 179,341 | +179,341 | $4,858 |
| AT&T INC |
144,111 | +144,111 | $4,829 |
| T | 144,111 | +144,111 | $4,829 |
| HOME DEPOT INC |
22,940 | +22,940 | $4,770 |
| HD | 22,940 | +22,940 | $4,770 |
| VERIZON COMMUNICATIONS INC |
83,238 | +83,238 | $4,755 |
| VZ | 83,238 | +83,238 | $4,755 |
| DISNEY WALT CO COM |
32,998 | +32,998 | $4,607 |
| DIS | 32,998 | +32,998 | $4,607 |
| UNITED TECHNOLOGIES CORP |
33,612 | +33,612 | $4,377 |
| UTX | 33,612 | +33,612 | $4,377 |
| ORACLE CORP |
76,196 | +76,196 | $4,340 |
| ORCL | 76,196 | +76,196 | $4,340 |
| PROCTER & GAMBLE CO |
37,663 | +37,663 | $4,129 |
| PG | 37,663 | +37,663 | $4,129 |
| CISCO SYSTEMS INC |
73,132 | +73,132 | $4,002 |
| CSCO | 73,132 | +73,132 | $4,002 |
| PFIZER INC |
90,772 | +90,772 | $3,933 |
| PFE | 90,772 | +90,772 | $3,933 |
| ISHARES CORE TOTAL US BOND (AGG) |
34,467 | +34,467 | $3,838 |
| AGG | 34,467 | +34,467 | $3,838 |
| NEXTERA ENERGY INC |
18,497 | +18,497 | $3,789 |
| NEE | 18,497 | +18,497 | $3,789 |
| ALEXANDER & BALDWIN INC |
162,264 | +162,264 | $3,748 |
| ALEX | 162,264 | +162,264 | $3,748 |
| INTEL CORP |
77,616 | +77,616 | $3,715 |
| INTC | 77,616 | +77,616 | $3,715 |
| WELLS FARGO & CO |
76,266 | +76,266 | $3,609 |
| WFC | 76,266 | +76,266 | $3,609 |
| ISHARES SHORT TERM (IGSB) |
66,033 | +66,033 | $3,529 |
| IGSB | 66,033 | +66,033 | $3,529 |
| AMAZON COM INC SR |
1,612 | +1,612 | $3,051 |
| AMZN | 1,612 | +1,612 | $3,051 |
| TRAVELERS COS INC |
19,883 | +19,883 | $2,973 |
| TRV | 19,883 | +19,883 | $2,973 |
| VANGUARD DIVIDEND APPREC IDX ETF (VIG) |
25,454 | +25,454 | $2,932 |
| VIG | 25,454 | +25,454 | $2,932 |
| ALTRIA GROUP INC |
60,033 | +60,033 | $2,843 |
| MO | 60,033 | +60,033 | $2,843 |
| SCHWAB US DIVIDEND EQUITY ETFT (SCHD) |
51,878 | +51,878 | $2,753 |
| SCHD | 51,878 | +51,878 | $2,753 |
| ALLERGAN PLC |
16,156 | +16,156 | $2,705 |
| AGN | 16,156 | +16,156 | $2,705 |
| HONEYWELL INTERNATIONAL INC |
15,243 | +15,243 | $2,662 |
| HON | 15,243 | +15,243 | $2,662 |
| VANGUARD INTERMEDIATE TERM BOND (BIV) |
30,582 | +30,582 | $2,646 |
| BIV | 30,582 | +30,582 | $2,646 |
| VANGUARD SHORT TERM BOND ETF (BSV) |
31,997 | +31,997 | $2,577 |
| BSV | 31,997 | +31,997 | $2,577 |
| VISA INC |
14,580 | +14,580 | $2,530 |
| V | 14,580 | +14,580 | $2,530 |
| MCDONALD S CORP |
12,033 | +12,033 | $2,499 |
| MCD | 12,033 | +12,033 | $2,499 |
| COCA COLA CO |
47,865 | +47,865 | $2,437 |
| KO | 47,865 | +47,865 | $2,437 |
| ANADARKO PETROLEUM CORP |
33,432 | +33,432 | $2,359 |
| APC | 33,432 | +33,432 | $2,359 |
| NOVARTIS AG |
25,711 | +25,711 | $2,347 |
| NVS | 25,711 | +25,711 | $2,347 |
| AMERICAN EXPRESS CO |
19,001 | +19,001 | $2,345 |
| AXP | 19,001 | +19,001 | $2,345 |
See Full List: All Stocks Held By Arden Trust Co
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Arden Trust Co
|
Size ($ in 1000's)
At 06/30/2019: $592,105 At 03/31/2019: $0 Arden Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arden Trust Co 13F filings. Link to 13F filings: SEC filings |
