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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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| MGK | VANGUARD WORLD FUND | 20,006 | +20,006 | Open | $336.85 | 9.02% | 0.03% | 6,936,288 | 2024-12-31 | ||||||
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | 38,502 | +38,502 | Open | $129.24 | 6.23% | 0.06% | 4,794,271 | 2024-12-31 | ||||||
| PG | PROCTER & GAMBLE | 20,651 | +20,651 | Open | $170.42 | 4.49% | 0.00% | 3,450,577 | 2024-12-31 | ||||||
| AAPL | APPLE | 12,961 | +12,961 | Open | $235.63 | 4.25% | 0.00% | 3,268,759 | 2024-12-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 5,159 | +5,159 | Open | $594.72 | 3.96% | 0.00% | 3,048,613 | 2024-12-31 | ||||||
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 23,737 | +23,737 | Open | $100.48 | 3.11% | 0.00% | 2,390,077 | 2024-12-31 | ||||||
| IVW | ISHARES S&P 500 GROWTH ETF | 23,334 | +23,334 | Open | $99.72 | 3.11% | 0.00% | 2,389,876 | 2024-12-31 | ||||||
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 11,315 | +11,315 | Open | $181.53 | 2.63% | 0.00% | 2,020,632 | 2024-12-31 | ||||||
| GOVT | ISHARES US TREASURY BOND ETF | 88,527 | +88,527 | Open | $22.83 | 2.59% | 0.01% | 1,989,651 | 2024-12-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 10,029 | +10,029 | Open | $205.64 | 2.58% | 0.01% | 1,981,844 | 2024-12-31 | ||||||
| DYNF | BLACKROCK US EQUITY FACTOR ROTATION ETF | 38,446 | +38,446 | Open | $51.60 | 2.57% | 0.01% | 1,979,575 | 2024-12-31 | ||||||
| TLT | ISHARES 20+ YEAR TREASURY BOND ETF | 21,388 | +21,388 | Open | $92.06 | 2.44% | 0.00% | 1,877,863 | 2024-12-31 | ||||||
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 11,175 | +11,175 | Open | $168.70 | 2.35% | 0.01% | 1,803,425 | 2024-12-31 | ||||||
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 6,730 | +6,730 | Open | $257.99 | 2.23% | 0.01% | 1,716,483 | 2024-12-31 | ||||||
| NVDA | NVIDIA | 11,271 | +11,271 | Open | $137.16 | 2.02% | 0.00% | 1,549,611 | 2024-12-31 | ||||||
| MSFT | MICROSOFT | 3,592 | +3,592 | Open | $426.00 | 1.98% | 0.00% | 1,525,914 | 2024-12-31 | ||||||
| EFV | ISHARES MSCI EAFE VALUE ETF | 26,218 | +26,218 | Open | $54.53 | 1.79% | 0.01% | 1,373,562 | 2024-12-31 | ||||||
| EFG | ISHARES MSCI EAFE GROWTH ETF | 14,052 | +14,052 | Open | $101.06 | 1.77% | 0.01% | 1,363,311 | 2024-12-31 | ||||||
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | 28,155 | +28,155 | Open | $45.98 | 1.66% | 0.01% | 1,277,347 | 2024-12-31 | ||||||
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 24,079 | +24,079 | Open | $51.25 | 1.58% | 0.01% | 1,212,617 | 2024-12-31 | ||||||
| SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 23,093 | +23,093 | Open | $53.09 | 1.53% | 0.00% | 1,180,060 | 2024-12-31 | ||||||
| AMZN | AMAZON | 5,268 | +5,268 | Open | $204.63 | 1.52% | 0.00% | 1,165,811 | 2024-12-31 | ||||||
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 9,270 | +9,270 | Open | $116.82 | 1.39% | 0.01% | 1,071,054 | 2024-12-31 | ||||||
| GOOGL | ALPHABET | 5,310 | +5,310 | Open | $176.19 | 1.32% | 0.00% | 1,015,484 | 2024-12-31 | ||||||
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 19,570 | +19,570 | Open | $52.41 | 1.31% | 0.01% | 1,010,009 | 2024-12-31 | ||||||
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 4,620 | +4,620 | Open | $210.56 | 1.25% | 0.01% | 960,463 | 2024-12-31 | ||||||
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 21,555 | +21,555 | Open | $42.99 | 1.19% | 0.01% | 918,671 | 2024-12-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 3,094 | +3,094 | Open | $284.34 | 1.13% | 0.00% | 867,745 | 2024-12-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2,845 | +2,845 | Open | $291.38 | 1.08% | 0.00% | 827,380 | 2024-12-31 | ||||||
| FLCB | FRANKLIN US CORE BOND ETF | 38,028 | +38,028 | Open | $21.40 | 1.04% | 0.00% | 802,010 | 2024-12-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 1,417 | +1,417 | Open | $542.48 | 1.00% | 0.00% | 766,585 | 2024-12-31 | ||||||
| IYW | ISHARES US TECHNOLOGY ETF | 4,647 | +4,647 | Open | $157.97 | 0.97% | 0.00% | 748,167 | 2024-12-31 | ||||||
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 7,001 | +7,001 | Open | $103.26 | 0.91% | 0.01% | 699,047 | 2024-12-31 | ||||||
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 12,586 | +12,586 | Open | $58.65 | 0.91% | 0.00% | 698,785 | 2024-12-31 | ||||||
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | 27,897 | +27,897 | Open | $23.74 | 0.85% | 0.01% | 654,740 | 2024-12-31 | ||||||
| META | META | 1,029 | +1,029 | Open | $586.72 | 0.79% | 0.00% | 608,372 | 2024-12-31 | ||||||
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 6,256 | +6,256 | Open | $95.40 | 0.78% | 0.02% | 597,506 | 2024-12-31 | ||||||
| BINC | BLACKROCK FLEXIBLE INCOME ETF | 10,391 | +10,391 | Open | $52.68 | 0.70% | 0.01% | 540,529 | 2024-12-31 | ||||||
| WMT | WALMART | 5,911 | +5,911 | Open | $87.56 | 0.70% | 0.00% | 535,352 | 2024-12-31 | ||||||
| SPIB | SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 15,899 | +15,899 | Open | $33.13 | 0.68% | 0.01% | 521,330 | 2024-12-31 | ||||||
| AVGO | BROADCOM | 2,095 | +2,095 | Open | $196.32 | 0.64% | 0.00% | 493,539 | 2024-12-31 | ||||||
| T | AT&T | 20,672 | +20,672 | Open | $22.50 | 0.61% | 0.00% | 467,397 | 2024-12-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 11,540 | +11,540 | Open | $42.06 | 0.59% | 0.00% | 456,985 | 2024-12-31 | ||||||
| TSLA | TESLA | 953 | +953 | Open | $326.33 | 0.52% | 0.00% | 397,788 | 2024-12-31 | ||||||
| FLOT | ISHARES FLOATING RATE BOND ETF | 7,585 | +7,585 | Open | $50.93 | 0.50% | 0.01% | 385,849 | 2024-12-31 | ||||||
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 3,927 | +3,927 | Open | $91.66 | 0.45% | 0.00% | 348,305 | 2024-12-31 | ||||||
| CVX | CHEVRON | 2,335 | +2,335 | Open | $152.68 | 0.43% | 0.00% | 334,060 | 2024-12-31 | ||||||
| JPM | JPMORGAN CHASE | 1,382 | +1,382 | Open | $233.00 | 0.43% | 0.00% | 330,740 | 2024-12-31 | ||||||
| SPTL | SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | 12,121 | +12,121 | Open | $27.41 | 0.41% | 0.00% | 318,537 | 2024-12-31 | ||||||
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 2,945 | +2,945 | Open | $109.62 | 0.41% | 0.00% | 315,320 | 2024-12-31 | ||||||