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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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| AAPL | APPLE | 176,695 | -6,366 | -3.48% | $166.64 | 8.57% | 0.00% | 39,249,193 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 75,572 | -1,937 | -2.50% | $291.86 | 6.12% | 0.02% | 28,023,534 | 2025-03-31 | ||||||
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 87,191 | -95 | -0.11% | $231.42 | 4.66% | 0.15% | 21,330,416 | 2025-03-31 | ||||||
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 124,768 | +3,116 | +2.56% | $143.76 | 4.37% | 0.12% | 20,030,214 | 2025-03-31 | ||||||
| SLYG | SPDR(R) S & P 600 SMALL CAP GROWTH ETF | 224,039 | +2,902 | +1.31% | $84.16 | 4.06% | 0.56% | 18,595,273 | 2025-03-31 | ||||||
| CMCSA | COMCAST | 494,234 | -879 | -0.18% | $41.34 | 3.98% | 0.01% | 18,237,235 | 2025-03-31 | ||||||
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 263,567 | +18,344 | +7.48% | $53.67 | 3.75% | 0.00% | 17,187,236 | 2025-03-31 | ||||||
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 561,789 | +24,345 | +4.53% | $24.18 | 3.41% | 0.00% | 15,600,882 | 2025-03-31 | ||||||
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 149,342 | +7,668 | +5.41% | $78.33 | 2.84% | 0.00% | 13,018,130 | 2025-03-31 | ||||||
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 450,988 | +25,838 | +6.08% | $23.14 | 2.55% | 0.00% | 11,653,520 | 2025-03-31 | ||||||
| DFAS | DIMENSIONAL US SMALL CAP ETF | 192,941 | +4,324 | +2.29% | $54.74 | 2.52% | 0.00% | 11,528,197 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 64,415 | -2,048 | -3.08% | $141.96 | 2.43% | 0.01% | 11,127,124 | 2025-03-31 | ||||||
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 184,627 | +6,011 | +3.37% | $53.91 | 2.43% | 0.00% | 11,108,981 | 2025-03-31 | ||||||
| ICVT | ISHARES CONVERTIBLE BOND ETF | 121,140 | +1,861 | +1.56% | $77.53 | 2.21% | 0.40% | 10,128,479 | 2025-03-31 | ||||||
| BRK.A | BERKSHIRE HATHAWAY | 11 | 0 | 0.00% | $0.00 | 1.92% | 0.00% | 8,782,858 | 2025-03-31 | ||||||
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 126,410 | +12,465 | +10.94% | $58.25 | 1.65% | 0.27% | 7,544,162 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 186,438 | +449 | +0.24% | $30.91 | 1.48% | 0.03% | 6,788,202 | 2025-03-31 | ||||||
| TXRH | TEXAS ROADHOUSE | 40,000 | 0 | 0.00% | $84.79 | 1.46% | 0.06% | 6,665,200 | 2025-03-31 | ||||||
| PFFD | GLOBAL X US PREFERRED ETF | 341,206 | +9,473 | +2.86% | $23.12 | 1.42% | 0.29% | 6,496,560 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 58,790 | +1,852 | +3.25% | $60.27 | 1.39% | 0.00% | 6,371,698 | 2025-03-31 | ||||||
| FLBL | FRANKLIN SENIOR LOAN ETF | 261,352 | +3,107 | +1.20% | $24.40 | 1.37% | 0.00% | 6,290,738 | 2025-03-31 | ||||||
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | 260,577 | +2,099 | +0.81% | $24.45 | 1.33% | 0.07% | 6,102,719 | 2025-03-31 | ||||||
| HAUZ | XTRACKERS INTERNATIONAL REAL ESTATE ETF | 293,708 | +12,278 | +4.36% | $21.34 | 1.30% | 0.00% | 5,968,321 | 2025-03-31 | ||||||
| SLYV | SPDR(R) S & P 600 SMALL CAP VALUE ETF | 73,935 | -1,444 | -1.92% | $76.60 | 1.27% | 0.15% | 5,796,516 | 2025-03-31 | ||||||
| AMZN | AMAZON | 29,168 | -703 | -2.35% | $168.36 | 1.21% | 0.00% | 5,549,455 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 10,302 | -1,681 | -14.03% | $0.00 | 1.20% | 0.00% | 5,486,519 | 2025-03-31 | ||||||
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 89,550 | +4,913 | +5.80% | $55.52 | 1.00% | 0.04% | 4,574,213 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 4,702 | -17 | -0.36% | $622.23 | 0.97% | 0.00% | 4,447,060 | 2025-03-31 | ||||||
| META | META | 7,441 | +134 | +1.83% | $333.24 | 0.94% | 0.00% | 4,288,692 | 2025-03-31 | ||||||
| T | AT&T | 148,252 | -137 | -0.09% | $18.75 | 0.92% | 0.00% | 4,192,555 | 2025-03-31 | ||||||
| AMGN | AMGEN | 13,284 | +4 | +0.03% | $229.94 | 0.90% | 0.00% | 4,138,773 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 10,941 | -2,158 | -16.47% | $330.58 | 0.90% | 0.00% | 4,107,189 | 2025-03-31 | ||||||
| TSLA | TESLA | 13,108 | +18 | +0.14% | $264.91 | 0.74% | 0.00% | 3,397,069 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 163,260 | -5,209 | -3.09% | $15.10 | 0.71% | 0.00% | 3,229,290 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 12,352 | -298 | -2.36% | $166.06 | 0.66% | 0.00% | 3,029,823 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 9,017 | -200 | -2.17% | $216.28 | 0.65% | 0.00% | 2,973,827 | 2025-03-31 | ||||||
| PSTP | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | 88,938 | -45,323 | -33.76% | $25.78 | 0.61% | 0.00% | 2,793,125 | 2025-03-31 | ||||||
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | 37,266 | +150 | +0.40% | $61.93 | 0.60% | 0.44% | 2,764,775 | 2025-03-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 107,752 | -6,942 | -6.05% | $15.78 | 0.59% | 0.00% | 2,698,122 | 2025-03-31 | ||||||
| LBRDK | LIBERTY BROADBAND | 29,880 | 0 | 0.00% | $96.94 | 0.55% | 0.00% | 2,541,294 | 2025-03-31 | ||||||
| AON | AON | 6,234 | +11 | +0.18% | $299.66 | 0.54% | 0.00% | 2,487,898 | 2025-03-31 | ||||||
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 37,436 | +202 | +0.54% | $59.42 | 0.54% | 0.00% | 2,480,896 | 2025-03-31 | ||||||
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 65,920 | -641 | -0.96% | $33.27 | 0.52% | 0.00% | 2,365,202 | 2025-03-31 | ||||||
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 33,752 | +93 | +0.28% | $57.56 | 0.51% | 0.00% | 2,353,874 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 8,972 | -35 | -0.39% | $232.82 | 0.49% | 0.01% | 2,258,922 | 2025-03-31 | ||||||
| EXPE | EXPEDIA GROUP | 13,187 | 0 | 0.00% | $144.75 | 0.48% | 0.01% | 2,216,735 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 14,304 | +318 | +2.27% | $138.57 | 0.48% | 0.00% | 2,211,999 | 2025-03-31 | ||||||
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 27,988 | -530 | -1.86% | $55.35 | 0.44% | 0.08% | 1,999,216 | 2025-03-31 | ||||||
| CVX | CHEVRON | 11,848 | -977 | -7.62% | $159.26 | 0.43% | 0.00% | 1,981,997 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 46,857 | -3,968 | -7.81% | $42.26 | 0.43% | 0.00% | 1,955,349 | 2025-03-31 | ||||||