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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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| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 1,531,316 | +76,370 | +5.25% | $27.06 | 8.12% | 0.00% | 42,815,595 | 2025-03-31 | ||||||
| VHT | VANGUARD HEALTH CARE INDEX FUND | 146,529 | +9,422 | +6.87% | $193.54 | 7.35% | 0.22% | 38,790,622 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 62,412 | +1,310 | +2.14% | $99.64 | 4.44% | 0.00% | 23,429,022 | 2025-03-31 | ||||||
| VPU | VANGUARD UTILITIES INDEX FUND | 137,094 | +5,811 | +4.43% | $140.28 | 4.44% | 0.35% | 23,417,026 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 70,153 | +643 | +0.93% | $111.21 | 3.26% | 0.00% | 17,208,589 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 42,984 | +1,217 | +2.91% | $150.63 | 2.69% | 0.01% | 14,176,123 | 2025-03-31 | ||||||
| WFC | WELLS FARGO | 197,419 | -744 | -0.38% | $45.40 | 2.69% | 0.01% | 14,172,710 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 105,654 | +2,940 | +2.86% | $72.35 | 2.65% | 0.01% | 13,994,929 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 115,323 | +6,879 | +6.34% | $71.59 | 2.60% | 0.00% | 13,715,316 | 2025-03-31 | ||||||
| SHEL | SHELL | 181,627 | +7,940 | +4.57% | $52.30 | 2.52% | 0.00% | 13,309,627 | 2025-03-31 | ||||||
| CVX | CHEVRON | 79,380 | +3,273 | +4.30% | $105.56 | 2.52% | 0.00% | 13,279,480 | 2025-03-31 | ||||||
| LOW | LOWES COMPANIES | 55,228 | +2,597 | +4.93% | $113.76 | 2.44% | 0.01% | 12,880,826 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 307,498 | +13,056 | +4.43% | $28.04 | 2.43% | 0.00% | 12,831,879 | 2025-03-31 | ||||||
| DE | DEERE & | 26,875 | +527 | +2.00% | $188.58 | 2.39% | 0.01% | 12,613,781 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 22,105 | +228 | +1.04% | $349.64 | 2.29% | 0.01% | 12,075,740 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 90,070 | +3,489 | +4.03% | $72.29 | 2.27% | 0.01% | 11,947,786 | 2025-03-31 | ||||||
| MMM | 3M | 80,943 | +2,183 | +2.77% | $108.94 | 2.25% | 0.02% | 11,887,289 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 68,905 | +6,441 | +10.31% | $148.28 | 2.17% | 0.00% | 11,427,204 | 2025-03-31 | ||||||
| AAPL | APPLE | 51,170 | -32,536 | -38.87% | $47.65 | 2.15% | 0.00% | 11,366,458 | 2025-03-31 | ||||||
| EMR | EMERSON ELECTRIC | 103,625 | +3,217 | +3.20% | $72.05 | 2.15% | 0.02% | 11,361,445 | 2025-03-31 | ||||||
| OTIS | OTIS WORLDWIDE | 109,330 | +6,230 | +6.04% | $65.68 | 2.14% | 0.03% | 11,282,856 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 65,898 | +3,749 | +6.03% | $111.73 | 2.13% | 0.00% | 11,230,264 | 2025-03-31 | ||||||
| STT | STATE STREET | 121,128 | +3,911 | +3.34% | $83.33 | 2.06% | 0.04% | 10,844,590 | 2025-03-31 | ||||||
| TTE | TOTALENERGIES SE | 164,047 | +7,875 | +5.04% | $44.43 | 2.01% | 0.00% | 10,612,200 | 2025-03-31 | ||||||
| FDX | FEDEX | 43,445 | +2,641 | +6.47% | $185.68 | 2.01% | 0.02% | 10,590,956 | 2025-03-31 | ||||||
| KMB | KIMBERLY CLARK | 74,179 | +4,566 | +6.56% | $124.18 | 2.00% | 0.02% | 10,549,737 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 115,412 | +9,002 | +8.46% | $86.31 | 1.97% | 0.01% | 10,370,922 | 2025-03-31 | ||||||
| SYY | SYSCO | 137,864 | +11,554 | +9.15% | $65.57 | 1.96% | 0.03% | 10,345,315 | 2025-03-31 | ||||||
| USB | US BANCORP | 234,965 | +10,953 | +4.89% | $44.56 | 1.88% | 0.02% | 9,920,222 | 2025-03-31 | ||||||
| PEP | PEPSICO | 63,865 | +7,755 | +13.82% | $134.29 | 1.82% | 0.00% | 9,575,918 | 2025-03-31 | ||||||
| LMT | LOCKHEED MARTIN | 20,544 | +1,829 | +9.77% | $400.56 | 1.74% | 0.01% | 9,177,210 | 2025-03-31 | ||||||
| AAON | AAON | 115,411 | -8,572 | -6.91% | $63.84 | 1.71% | 0.14% | 9,017,061 | 2025-03-31 | ||||||
| GPC | GENUINE PARTS | 66,805 | +66,805 | Open | $120.34 | 1.51% | 0.05% | 7,959,148 | 2025-03-31 | ||||||
| DEO | DIAGEO | 74,829 | +11,265 | +17.72% | $126.90 | 1.49% | 0.00% | 7,841,331 | 2025-03-31 | ||||||
| PFE | PFIZER | 303,884 | +41,147 | +15.66% | $34.65 | 1.46% | 0.01% | 7,700,421 | 2025-03-31 | ||||||
| TGT | TARGET | 69,561 | +8,613 | +14.13% | $101.33 | 1.38% | 0.02% | 7,259,386 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 14,854 | +14,854 | Open | $289.47 | 0.77% | 0.00% | 4,082,473 | 2025-03-31 | ||||||
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 55,661 | +39,729 | +249.37% | $68.90 | 0.74% | 0.02% | 3,907,959 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 3,798 | 0 | 0.00% | $0.00 | 0.38% | 0.00% | 2,022,739 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 6,185 | +6,185 | Open | $265.34 | 0.34% | 0.00% | 1,782,146 | 2025-03-31 | ||||||
| WMT | WALMART | 19,163 | +161 | +0.85% | $50.04 | 0.32% | 0.00% | 1,682,320 | 2025-03-31 | ||||||
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 16,265 | +68 | +0.42% | $64.20 | 0.32% | 0.00% | 1,661,958 | 2025-03-31 | ||||||
| BRK.A | BERKSHIRE HATHAWAY | 2 | 0 | 0.00% | $0.00 | 0.30% | 0.00% | 1,596,883 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 1,532 | -165 | -9.72% | $810.15 | 0.27% | 0.00% | 1,448,935 | 2025-03-31 | ||||||
| IBM | IBM | 5,128 | -276 | -5.11% | $133.28 | 0.24% | 0.00% | 1,275,128 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 2,187 | 0 | 0.00% | $167.54 | 0.22% | 0.00% | 1,186,185 | 2025-03-31 | ||||||
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | 32,427 | +32,427 | Open | $36.46 | 0.22% | 0.16% | 1,163,481 | 2025-03-31 | ||||||
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 12,200 | 0 | 0.00% | $47.39 | 0.17% | 0.01% | 911,584 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 4,021 | +2,253 | +127.43% | $174.61 | 0.13% | 0.00% | 694,588 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 1,895 | 0 | 0.00% | $194.97 | 0.13% | 0.00% | 694,499 | 2025-03-31 | ||||||