13F-HR filed by PIERSHALE FINANCIAL GROUP, INC.
PIERSHALE FINANCIAL GROUP, INC. filed this 13F-HR for the quarter ended 2018-12-31, filed 2019-01-22, with 21 holding rows worth $164,763,000.
- Accession
- 0001214659-19-000446
- Filer
- CIK 1554815
- Filed
- 2019-01-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2018
A holdings report, 21 entries on the cover page, a total value of $164,763,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $164,763,000 with VALUE read as thousands by filing date, 13F file number 028-15003. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 637,551 | $38,062,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 96,758 | $22,564,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 290,182 | $20,002,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 96,925 | $14,952,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 243,277 | $14,762,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 272,260 | $14,686,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 129,726 | $13,096,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 101,293 | $11,045,000 | thousands by filing date | |
| iShares MBS ETF | 464288588 | SHS | 103,764 | $10,859,000 | thousands by filing date | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 36,756 | $1,116,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E719 | BLOO EN ANGE ETF | 61,064 | $1,079,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 16,259 | $464,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 2,125 | $365,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,419 | $306,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 1,094 | $273,000 | thousands by filing date | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 4,590 | $243,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,129 | $222,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 3,780 | $212,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,000 | $211,000 | thousands by filing date | |
| SCHEIN HENRY INC | 806407102 | COM | 2,606 | $205,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 10,000 | $39,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-19-000446 | this filing | 2019-01-22 | acceptance time not in the bulk data set |