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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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| WTV | WISDOMTREE US VALUE FUND | 207,412 | +207,412 | Open | $84.84 | 11.61% | 0.00% | 17,335,527 | 2024-12-31 | ||||||
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 59,170 | +59,170 | Open | $232.07 | 9.32% | 0.10% | 13,920,853 | 2024-12-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 662,728 | +662,728 | Open | $19.27 | 8.21% | 0.00% | 12,260,468 | 2024-12-31 | ||||||
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 212,417 | +212,417 | Open | $51.41 | 7.10% | 0.15% | 10,603,857 | 2024-12-31 | ||||||
| SKOR | FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | 187,301 | +187,301 | Open | $48.23 | 5.98% | 0.00% | 8,934,244 | 2024-12-31 | ||||||
| HYFI | AB HIGH YIELD ETF | 231,835 | +231,835 | Open | $37.26 | 5.73% | 0.00% | 8,553,529 | 2024-12-31 | ||||||
| CWB | SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | 100,964 | +100,964 | Open | $79.48 | 5.27% | 0.18% | 7,864,086 | 2024-12-31 | ||||||
| PFFA | VIRTUS INFRACAP US PREFERRED STOCK ETF | 328,838 | +328,838 | Open | $22.61 | 4.82% | 0.00% | 7,201,552 | 2024-12-31 | ||||||
| NURE | NUVEEN SHORT-TERM REIT ETF | 222,267 | +222,267 | Open | $33.07 | 4.73% | 0.00% | 7,068,268 | 2024-12-31 | ||||||
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | 117,454 | +117,454 | Open | $56.49 | 4.29% | 0.81% | 6,398,912 | 2024-12-31 | ||||||
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 54,902 | +54,902 | Open | $116.82 | 4.25% | 0.04% | 6,343,926 | 2024-12-31 | ||||||
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | 75,947 | +75,947 | Open | $69.51 | 3.36% | 0.36% | 5,020,856 | 2024-12-31 | ||||||
| EDIV | SPDR(R) S&P(R) EMERGING MARKETS DIVIDEND ETF | 121,737 | +121,737 | Open | $35.96 | 2.88% | 0.80% | 4,294,274 | 2024-12-31 | ||||||
| MFM | MFS MUNICIPAL INCOME TRUST | 801,531 | +801,531 | Open | $5.56 | 2.87% | 0.00% | 4,288,189 | 2024-12-31 | ||||||
| MEMS | MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF | 170,629 | +170,629 | Open | $25.28 | 2.70% | 0.00% | 4,025,940 | 2024-12-31 | ||||||
| EMCB | WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | 56,658 | +56,658 | Open | $65.78 | 2.46% | 0.00% | 3,678,101 | 2024-12-31 | ||||||
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 43,753 | +43,753 | Open | $37.81 | 1.05% | 0.00% | 1,568,545 | 2024-12-31 | ||||||
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | 17,732 | +17,732 | Open | $86.32 | 0.96% | 0.13% | 1,436,647 | 2024-12-31 | ||||||
| DTCR | Global X Data Center ETF | 86,671 | +86,671 | Open | $17.23 | 0.96% | 1.49% | 1,434,405 | 2024-12-31 | ||||||
| BFH | BREAD FINANCIAL HOLDINGS | 23,421 | +23,421 | Open | $56.88 | 0.96% | 0.05% | 1,430,086 | 2024-12-31 | ||||||
| EXPE | EXPEDIA GROUP | 7,592 | +7,592 | Open | $171.64 | 0.95% | 0.01% | 1,414,666 | 2024-12-31 | ||||||
| LYV | LIVE NATION ENTERTAINMENT | 10,698 | +10,698 | Open | $126.29 | 0.93% | 0.00% | 1,385,391 | 2024-12-31 | ||||||
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | 31,419 | +31,419 | Open | $46.30 | 0.93% | 0.00% | 1,382,750 | 2024-12-31 | ||||||
| RNR | RENAISSANCERE HOLDINGS | 5,251 | +5,251 | Open | $268.02 | 0.88% | 0.01% | 1,306,501 | 2024-12-31 | ||||||
| LYTS | LSI INDUSTRIES | 65,854 | +65,854 | Open | $18.83 | 0.86% | 0.22% | 1,278,885 | 2024-12-31 | ||||||
| XPO | XPO | 9,402 | +9,402 | Open | $134.76 | 0.83% | 0.01% | 1,233,046 | 2024-12-31 | ||||||
| F | FORD | 123,926 | +123,926 | Open | $10.64 | 0.82% | 0.00% | 1,226,869 | 2024-12-31 | ||||||
| CVGI | COMMERCIAL VEHICLE GROUP | 303,211 | +303,211 | Open | $2.56 | 0.50% | 0.88% | 751,963 | 2024-12-31 | ||||||
| JPM | JPMORGAN CHASE | 1,962 | +1,962 | Open | $233.00 | 0.32% | 0.00% | 470,311 | 2024-12-31 | ||||||
| ETN | EATON CORP | 1,296 | +1,296 | Open | $351.07 | 0.29% | 0.00% | 430,104 | 2024-12-31 | ||||||
| MCD | MCDONALDS | 1,129 | +1,129 | Open | $297.82 | 0.22% | 0.00% | 327,243 | 2024-12-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 1,400 | +1,400 | Open | $205.64 | 0.19% | 0.00% | 277,452 | 2024-12-31 | ||||||
| MCR | MFS CHARTER INCOME TRUST | 33,775 | +33,775 | Open | $6.32 | 0.14% | 0.00% | 215,485 | 2024-12-31 | ||||||
| ETV | EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | 13,226 | +13,226 | Open | $14.12 | 0.13% | 0.00% | 190,587 | 2024-12-31 | ||||||
| ENB | ENBRIDGE | 4,444 | +4,444 | Open | $41.96 | 0.13% | 0.00% | 188,559 | 2024-12-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 294 | +294 | Open | $542.48 | 0.11% | 0.00% | 158,410 | 2024-12-31 | ||||||
| MQY | BLACKROCK MUNIYIELD QUALITY FUND | 13,203 | +13,203 | Open | $12.33 | 0.10% | 0.00% | 152,099 | 2024-12-31 | ||||||
| SO | SOUTHERN | 1,795 | +1,795 | Open | $87.95 | 0.10% | 0.00% | 147,764 | 2024-12-31 | ||||||
| PG | PROCTER & GAMBLE | 880 | +880 | Open | $170.42 | 0.10% | 0.00% | 147,532 | 2024-12-31 | ||||||
| BMY | BRISTOL MYERS SQUIBB | 2,600 | +2,600 | Open | $55.97 | 0.10% | 0.00% | 147,056 | 2024-12-31 | ||||||
| VGM | INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALS | 12,635 | +12,635 | Open | $10.25 | 0.09% | 0.00% | 127,614 | 2024-12-31 | ||||||
| GDV | GABELLI DIVIDEND & INCOME TRUST | 5,080 | +5,080 | Open | $24.70 | 0.08% | 0.00% | 122,682 | 2024-12-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 750 | +750 | Open | $154.14 | 0.07% | 0.00% | 108,465 | 2024-12-31 | ||||||
| XOM | EXXON MOBIL | 1,000 | +1,000 | Open | $116.55 | 0.07% | 0.00% | 107,570 | 2024-12-31 | ||||||
| NGG | NATIONAL GRID | 1,375 | +1,375 | Open | $63.17 | 0.05% | 0.00% | 81,703 | 2024-12-31 | ||||||
| KD | KYNDRYL HOLDINGS | 2,173 | +2,173 | Open | $29.42 | 0.05% | 0.00% | 75,186 | 2024-12-31 | ||||||
| WRBY | WARBY PARKER | 2,845 | +2,845 | Open | $20.55 | 0.05% | 0.00% | 68,877 | 2024-12-31 | ||||||
| GLD | SPDR GOLD TRUST | 270 | +270 | Open | $245.90 | 0.04% | 0.00% | 65,375 | 2024-12-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 95 | +95 | Open | $594.72 | 0.04% | 0.00% | 55,925 | 2024-12-31 | ||||||
| WHR | WHIRLPOOL | 476 | +476 | Open | $110.51 | 0.04% | 0.00% | 54,492 | 2024-12-31 | ||||||