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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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QQQ | INVESCO QQQ | 113,288 | -3,836 | -3.28% | $276.46 | 8.75% | 0.02% | 62,494,453 | 2025-06-30 | ||||||
BRK.B | BERKSHIRE HATHAWAY | 84,936 | -1,716 | -1.98% | $0.00 | 5.78% | 0.00% | 41,259,258 | 2025-06-30 | ||||||
VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 199,709 | -5,092 | -2.49% | $119.66 | 5.72% | 0.05% | 40,874,535 | 2025-06-30 | ||||||
IWB | ISHARES RUSSELL 1000 ETF | 117,260 | -2,408 | -2.01% | $187.89 | 5.58% | 0.10% | 39,818,017 | 2025-06-30 | ||||||
VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | 422,436 | -4,329 | -1.01% | $78.79 | 5.33% | 0.49% | 38,069,948 | 2025-06-30 | ||||||
VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 130,876 | -2,185 | -1.64% | $169.54 | 5.08% | 0.19% | 36,244,669 | 2025-06-30 | ||||||
FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 368,038 | -7,360 | -1.96% | $71.67 | 4.68% | 0.00% | 33,450,953 | 2025-06-30 | ||||||
VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 395,784 | -3,498 | -0.88% | $81.30 | 4.41% | 0.09% | 31,464,836 | 2025-06-30 | ||||||
VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 350,558 | +1,576 | +0.45% | $79.21 | 4.07% | 0.06% | 29,068,305 | 2025-06-30 | ||||||
SCHD | SCHWAB US DIVIDEND EQUITY ETF | 1,084,360 | +16,469 | +1.54% | $23.09 | 4.02% | 0.00% | 28,735,540 | 2025-06-30 | ||||||
VO | VANGUARD MID-CAP INDEX FUND | 88,825 | -1,966 | -2.17% | $213.33 | 3.48% | 0.03% | 24,855,877 | 2025-06-30 | ||||||
CGCB | CAPITAL GROUP CORE BOND ETF | 878,099 | -26,245 | -2.90% | $25.86 | 3.23% | 0.00% | 23,094,003 | 2025-06-30 | ||||||
SLYV | SPDR(R) S & P 600 SMALL CAP VALUE ETF | 254,108 | -4,280 | -1.66% | $82.14 | 2.84% | 0.56% | 20,267,682 | 2025-06-30 | ||||||
XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 145,354 | -1,919 | -1.30% | $128.36 | 2.74% | 0.06% | 19,592,305 | 2025-06-30 | ||||||
CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 228,300 | -6,371 | -2.71% | $43.72 | 2.42% | 0.00% | 17,254,938 | 2025-06-30 | ||||||
LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 341,217 | -2,469 | -0.72% | $49.17 | 2.35% | 0.00% | 16,808,367 | 2025-06-30 | ||||||
IJH | ISHARES CORE S&P MID-CAP ETF | 229,291 | +13,848 | +6.43% | $172.78 | 1.99% | 0.01% | 14,220,638 | 2025-06-30 | ||||||
ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 485,489 | -6,029 | -1.23% | $31.36 | 1.99% | 0.48% | 14,215,129 | 2025-06-30 | ||||||
XLRE | REAL ESTATE SELECT SECTOR SPDR FUND | 277,354 | -10,720 | -3.72% | $36.76 | 1.61% | 0.16% | 11,488,010 | 2025-06-30 | ||||||
LLY | ELI LILLY | 13,385 | -14 | -0.10% | $113.91 | 1.46% | 0.00% | 10,433,700 | 2025-06-30 | ||||||
SCHA | SCHWAB US SMALL-CAP ETF | 378,799 | +2,988 | +0.80% | $20.63 | 1.34% | 0.00% | 9,583,622 | 2025-06-30 | ||||||
DAL | DELTA AIR LINES | 136,697 | +801 | +0.59% | $37.77 | 0.94% | 0.02% | 6,722,749 | 2025-06-30 | ||||||
AAPL | APPLE | 32,418 | -133 | -0.41% | $136.26 | 0.93% | 0.00% | 6,651,289 | 2025-06-30 | ||||||
JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 125,480 | +1,045 | +0.84% | $50.24 | 0.89% | 0.02% | 6,359,329 | 2025-06-30 | ||||||
AMZN | AMAZON | 27,686 | +482 | +1.77% | $129.30 | 0.85% | 0.00% | 6,074,032 | 2025-06-30 | ||||||
DNP | DNP SELECT INCOME FUND | 549,861 | -51,567 | -8.57% | $11.11 | 0.75% | 0.00% | 5,383,140 | 2025-06-30 | ||||||
VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 17,476 | +2,647 | +17.85% | $184.20 | 0.74% | 0.00% | 5,311,335 | 2025-06-30 | ||||||
SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 71,120 | -6,960 | -8.91% | $67.25 | 0.72% | 0.05% | 5,169,003 | 2025-06-30 | ||||||
IVV | ISHARES CORE S&P 500 ETF | 6,812 | +1,887 | +38.31% | $392.45 | 0.59% | 0.00% | 4,229,405 | 2025-06-30 | ||||||
XBI | SPDR(R) S&P(R) BIOTECH ETF | 46,061 | -1,366 | -2.88% | $108.66 | 0.53% | 0.08% | 3,819,837 | 2025-06-30 | ||||||
NVDA | NVIDIA | 21,840 | +570 | +2.68% | $36.41 | 0.48% | 0.00% | 3,450,484 | 2025-06-30 | ||||||
FIXD | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | 77,827 | -158,476 | -67.06% | $47.50 | 0.48% | 0.00% | 3,415,824 | 2025-06-30 | ||||||
EFA | ISHARES MSCI EAFE ETF | 36,619 | +348 | +0.96% | $62.10 | 0.46% | 0.01% | 3,273,411 | 2025-06-30 | ||||||
VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 63,487 | +3,452 | +5.75% | $42.89 | 0.44% | 0.00% | 3,140,075 | 2025-06-30 | ||||||
SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 138,989 | -417 | -0.30% | $13.05 | 0.43% | 0.00% | 3,071,648 | 2025-06-30 | ||||||
XAR | SPDR(R) S&P(R) AEROSPACE & DEFENSE ETF | 14,258 | -514 | -3.48% | $99.67 | 0.42% | 0.08% | 3,007,524 | 2025-06-30 | ||||||
GOOGL | ALPHABET | 16,818 | +315 | +1.91% | $114.73 | 0.42% | 0.00% | 2,963,915 | 2025-06-30 | ||||||
HD | HOME DEPOT | 6,227 | -179 | -2.79% | $279.07 | 0.32% | 0.00% | 2,282,991 | 2025-06-30 | ||||||
MSFT | MICROSOFT | 4,230 | -21 | -0.49% | $138.70 | 0.29% | 0.00% | 2,103,981 | 2025-06-30 | ||||||
META | META | 2,813 | -11 | -0.39% | $215.13 | 0.29% | 0.00% | 2,076,484 | 2025-06-30 | ||||||
WELL | WELLTOWER | 13,203 | -63 | -0.47% | $67.64 | 0.28% | 0.00% | 2,029,753 | 2025-06-30 | ||||||
SCHX | SCHWAB US LARGE-CAP ETF | 77,073 | +13 | +0.02% | $14.37 | 0.26% | 0.00% | 1,883,664 | 2025-06-30 | ||||||
RWR | SPDR(R) DOW JONES REIT ETF | 19,389 | -279 | -1.42% | $94.20 | 0.26% | 0.09% | 1,869,911 | 2025-06-30 | ||||||
DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 52,158 | -14,043 | -21.21% | $24.16 | 0.26% | 0.00% | 1,869,343 | 2025-06-30 | ||||||
SPY | SPDR S&P 500 ETF | 2,797 | +83 | +3.06% | $442.39 | 0.24% | 0.00% | 1,727,939 | 2025-06-30 | ||||||
SCHP | SCHWAB US TIPS ETF | 62,634 | -250 | -0.40% | $26.95 | 0.23% | 0.00% | 1,671,081 | 2025-06-30 | ||||||
RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 26,333 | -279 | -1.05% | $44.64 | 0.23% | 0.00% | 1,652,157 | 2025-06-30 | ||||||
IWN | ISHARES RUSSELL 2000 VALUE ETF | 10,328 | +80 | +0.78% | $118.86 | 0.23% | 0.01% | 1,629,391 | 2025-06-30 | ||||||
IWD | ISHARES RUSSELL 1000 VALUE ETF | 8,017 | -34 | -0.42% | $119.92 | 0.22% | 0.00% | 1,557,149 | 2025-06-30 | ||||||
RSPT | GUGGENHEIM S&P 500(R) EQUAL WEIGHT TECHNOLOGY ETF | 36,897 | +23 | +0.06% | $248.91 | 0.21% | 0.04% | 1,504,645 | 2025-06-30 |