ADDIS HILL INC
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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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| VV | VANGUARD LARGE-CAP INDEX FUND | 206,571 | +12,999 | +6.72% | $214.32 | 37.07% | 0.14% | 53,094,977 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 73,712 | -1,008 | -1.35% | $221.52 | 14.14% | 0.00% | 20,259,045 | 2025-03-31 | ||||||
| VPL | VANGUARD PACIFIC STOCK INDEX FUND | 185,914 | +18,862 | +11.29% | $70.20 | 9.40% | 0.20% | 13,471,293 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 36,920 | +1,646 | +4.67% | $222.69 | 6.67% | 0.01% | 9,548,350 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 93,488 | +737 | +0.79% | $95.87 | 6.46% | 0.01% | 9,247,788 | 2025-03-31 | ||||||
| RWO | SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF | 144,273 | +10,067 | +7.50% | $40.64 | 4.40% | 0.58% | 6,296,059 | 2025-03-31 | ||||||
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 80,976 | +7,041 | +9.52% | $62.03 | 3.97% | 0.03% | 5,685,355 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 72,064 | -1,380 | -1.88% | $53.02 | 3.05% | 0.01% | 4,371,427 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 92,151 | +7,551 | +8.93% | $41.60 | 2.91% | 0.01% | 4,170,754 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 16,960 | +16,960 | Open | $215.33 | 2.36% | 0.01% | 3,383,355 | 2025-03-31 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 32,246 | +1,646 | +5.38% | $78.44 | 1.84% | 0.01% | 2,636,466 | 2025-03-31 | ||||||
| ET | ENERGY TRANSFER LP | 71,999 | -654 | -0.90% | $13.58 | 0.93% | 0.00% | 1,338,466 | 2025-03-31 | ||||||
| TRGP | TARGA RESOURCES | 5,905 | -172 | -2.83% | $85.80 | 0.83% | 0.00% | 1,183,829 | 2025-03-31 | ||||||
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 15,964 | +15,964 | Open | $58.38 | 0.65% | 0.00% | 936,954 | 2025-03-31 | ||||||
| EPD | ENTERPRISE PRODUCTS PARTNERS LP | 23,223 | -407 | -1.72% | $24.65 | 0.55% | 0.00% | 792,834 | 2025-03-31 | ||||||
| WMB | WILLIAMS COMPANIES | 13,124 | -418 | -3.09% | $35.06 | 0.55% | 0.00% | 784,268 | 2025-03-31 | ||||||
| OKE | ONEOK | 7,460 | -101 | -1.34% | $67.26 | 0.52% | 0.00% | 740,229 | 2025-03-31 | ||||||
| MPLX | MPLX LP | 13,508 | +46 | +0.34% | $36.14 | 0.50% | 0.00% | 722,928 | 2025-03-31 | ||||||
| CEG | CONSTELLATION ENERGY | 3,416 | +3,416 | Open | $265.92 | 0.48% | 0.00% | 688,769 | 2025-03-31 | ||||||
| KMI | KINDER MORGAN | 23,725 | -286 | -1.19% | $17.13 | 0.47% | 0.00% | 676,886 | 2025-03-31 | ||||||
| AROC | ARCHROCK | 24,342 | +18 | +0.07% | $14.05 | 0.45% | 0.01% | 638,734 | 2025-03-31 | ||||||
| FBIN | FORTUNE BRANDS INNOVATIONS | 8,858 | 0 | 0.00% | $75.93 | 0.38% | 0.01% | 539,276 | 2025-03-31 | ||||||
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | 4,461 | -261 | -5.53% | $95.68 | 0.36% | 0.00% | 517,244 | 2025-03-31 | ||||||
| EXC | EXELON | 9,884 | 0 | 0.00% | $37.82 | 0.32% | 0.00% | 455,455 | 2025-03-31 | ||||||
| SLYV | SPDR(R) S & P 600 SMALL CAP VALUE ETF | 5,451 | +1 | +0.02% | $73.82 | 0.30% | 0.01% | 427,327 | 2025-03-31 | ||||||
| TXN | TEXAS INSTRUMENTS | 1,534 | +1,534 | Open | $188.04 | 0.19% | 0.00% | 275,660 | 2025-03-31 | ||||||
| IAU | ISHARES GOLD TRUST | 3,409 | +3,409 | Open | $54.17 | 0.14% | 0.00% | 200,995 | 2025-03-31 | ||||||
| NMRA | NEUMORA THERAPEUTICS INC | 163,386 | 0 | 0.00% | $15.44 | 0.11% | 0.10% | 163,386 | 2025-03-31 | ||||||