ABLE FINANCIAL GROUP LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 913,854 | +913,854 | Open | $34.53 | 8.45% | 0.00% | 30,148,043 | 2025-03-31 | ||||||
| FBND | FIDELITY TOTAL BOND ETF | 505,421 | +28,796 | +6.04% | $0.00 | 6.47% | 0.00% | 23,072,489 | 2025-03-31 | ||||||
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 304,387 | +25,812 | +9.27% | $47.07 | 5.00% | 0.00% | 17,818,834 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 314,677 | +13,710 | +4.56% | $0.00 | 4.38% | 0.04% | 15,614,273 | 2025-03-31 | ||||||
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 141,681 | -11,392 | -7.44% | $91.68 | 3.46% | 0.00% | 12,350,342 | 2025-03-31 | ||||||
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 447,797 | +28,421 | +6.78% | $26.18 | 3.31% | 0.00% | 11,799,451 | 2025-03-31 | ||||||
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 161,301 | +11,095 | +7.39% | $66.93 | 3.12% | 0.06% | 11,112,026 | 2025-03-31 | ||||||
| AAPL | APPLE | 44,608 | -201 | -0.45% | $152.57 | 2.78% | 0.00% | 9,908,769 | 2025-03-31 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 180,180 | +9,742 | +5.72% | $50.84 | 2.65% | 0.04% | 9,436,025 | 2025-03-31 | ||||||
| BNDX | VANGUARD CHARLOTTE FUNDS | 143,949 | +9,812 | +7.31% | $49.91 | 1.97% | 0.01% | 7,027,588 | 2025-03-31 | ||||||
| MLN | VANECK LONG MUNI ETF | 396,761 | +7,826 | +2.01% | $17.82 | 1.93% | 1.30% | 6,899,674 | 2025-03-31 | ||||||
| IAU | ISHARES GOLD TRUST | 111,934 | -8,787 | -7.28% | $48.80 | 1.85% | 0.02% | 6,599,629 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 23,502 | +5,962 | +33.99% | $0.00 | 1.81% | 0.00% | 6,459,312 | 2025-03-31 | ||||||
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 159,497 | +19,330 | +13.79% | $36.51 | 1.76% | 0.00% | 6,277,807 | 2025-03-31 | ||||||
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 63,984 | -104,512 | -62.03% | $74.23 | 1.61% | 0.00% | 5,735,540 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 15,133 | +131 | +0.87% | $276.04 | 1.59% | 0.00% | 5,680,888 | 2025-03-31 | ||||||
| FTGC | FIRST TRUST EXCHANGE-TRADED FUND VII | 221,480 | +20,254 | +10.07% | $0.00 | 1.58% | 0.00% | 5,652,173 | 2025-03-31 | ||||||
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 91,335 | +10,376 | +12.82% | $61.71 | 1.54% | 0.00% | 5,495,627 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 60,576 | -1,017 | -1.65% | $75.73 | 1.39% | 0.01% | 4,950,899 | 2025-03-31 | ||||||
| AMZN | AMAZON | 24,767 | +1,208 | +5.13% | $110.91 | 1.32% | 0.00% | 4,712,169 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 8,095 | -10 | -0.12% | $455.01 | 1.27% | 0.00% | 4,528,420 | 2025-03-31 | ||||||
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 42,334 | +2,207 | +5.50% | $0.00 | 1.23% | 0.04% | 4,392,176 | 2025-03-31 | ||||||
| SHYL | XTRACKERS SHORT DURATION HIGH YIELD BOND ETF | 98,290 | +6,839 | +7.48% | $45.16 | 1.23% | 0.00% | 4,383,780 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 38,535 | +7,772 | +25.26% | $53.17 | 1.17% | 0.00% | 4,176,390 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 4,136 | -8 | -0.19% | $518.36 | 1.10% | 0.00% | 3,911,615 | 2025-03-31 | ||||||
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | 76,030 | +3,766 | +5.21% | $0.00 | 1.07% | 0.00% | 3,833,600 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 12,568 | -5,148 | -29.06% | $179.51 | 1.02% | 0.00% | 3,621,344 | 2025-03-31 | ||||||
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 65,874 | +4,687 | +7.66% | $0.00 | 0.92% | 0.00% | 3,295,017 | 2025-03-31 | ||||||
| IWR | ISHARES RUSSELL MID-CAP ETF | 35,332 | -3,982 | -10.13% | $71.94 | 0.84% | 0.01% | 3,005,693 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 6,944 | +369 | +5.61% | $329.44 | 0.71% | 0.00% | 2,545,024 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 17,187 | -3,463 | -16.77% | $150.33 | 0.70% | 0.01% | 2,509,509 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 4,481 | +360 | +8.74% | $523.26 | 0.66% | 0.00% | 2,346,674 | 2025-03-31 | ||||||
| TROW | PRICE T ROWE GROUP | 25,427 | +1,981 | +8.45% | $110.14 | 0.66% | 0.01% | 2,336,014 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 22,176 | -1,311 | -5.58% | $99.64 | 0.65% | 0.00% | 2,318,944 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 60,408 | -151 | -0.25% | $31.65 | 0.62% | 0.01% | 2,199,455 | 2025-03-31 | ||||||
| DPZ | DOMINOS PIZZA | 4,759 | +259 | +5.76% | $401.37 | 0.61% | 0.01% | 2,186,669 | 2025-03-31 | ||||||
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 32,270 | +7,803 | +31.89% | $67.82 | 0.59% | 0.00% | 2,104,336 | 2025-03-31 | ||||||
| HQY | HEALTHEQUITY | 22,671 | +946 | +4.35% | $79.71 | 0.56% | 0.03% | 2,003,436 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 7,954 | -103 | -1.28% | $154.06 | 0.55% | 0.00% | 1,951,061 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 11,494 | +85 | +0.75% | $75.83 | 0.54% | 0.00% | 1,924,467 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 35,457 | -4,888 | -12.12% | $50.90 | 0.54% | 0.00% | 1,913,614 | 2025-03-31 | ||||||
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 18,781 | +1,705 | +9.98% | $96.16 | 0.50% | 0.01% | 1,791,141 | 2025-03-31 | ||||||
| BUFR | FT CBOE VEST FUND OF BUFFER ETFS | 55,865 | -178,618 | -76.18% | $27.37 | 0.47% | 0.00% | 1,658,632 | 2025-03-31 | ||||||
| FHI | FEDERATED HERMES | 39,860 | +2,696 | +7.25% | $35.06 | 0.46% | 0.05% | 1,625,092 | 2025-03-31 | ||||||
| SNPS | SYNOPSYS | 3,696 | +464 | +14.36% | $484.49 | 0.44% | 0.00% | 1,585,030 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 9,684 | +121 | +1.27% | $108.55 | 0.42% | 0.00% | 1,497,498 | 2025-03-31 | ||||||
| AWK | AMERICAN WATER WORKS COMPANY | 10,012 | +1,110 | +12.47% | $128.51 | 0.41% | 0.01% | 1,476,970 | 2025-03-31 | ||||||
| OMC | OMNICOM GROUP | 17,233 | +1,925 | +12.58% | $91.58 | 0.40% | 0.01% | 1,428,788 | 2025-03-31 | ||||||
| MKSI | MKS INSTRUMENTS | 17,364 | +1,373 | +8.59% | $107.22 | 0.39% | 0.03% | 1,391,725 | 2025-03-31 | ||||||
| EHC | ENCOMPASS HEALTH | 13,256 | +728 | +5.81% | $75.01 | 0.38% | 0.01% | 1,342,568 | 2025-03-31 | ||||||