APEX WEALTH MANAGEMENT LLC

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Time since open
% Portfolio
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SHV
ISHARES SHORT TREASURY BOND ETF
111,742+89,758+408.29%
Created with Highcharts 10.1.0
$110.2911.10%0.06%12,343,0552025-03-31
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
452,846-11,246-2.42%
Created with Highcharts 10.1.0
$27.5210.20%0.00%11,339,2672025-03-31
NEAR
BLACKROCK SHORT MATURITY BOND ETF
130,793+37,252+39.82%
Created with Highcharts 10.1.0
$50.695.98%0.21%6,653,4562025-03-31
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
130,144+74,222+132.72%
Created with Highcharts 10.1.0
$50.805.95%0.19%6,617,8442025-03-31
IVV
ISHARES CORE S&P 500 ETF
11,074-1,206-9.82%
Created with Highcharts 10.1.0
$594.725.60%0.00%6,222,2002025-03-31
VUG
VANGUARD GROWTH INDEX FUND
16,313-1,064-6.12%
Created with Highcharts 10.1.0
$403.055.44%0.00%6,049,0152025-03-31
BINC
BLACKROCK FLEXIBLE INCOME ETF
101,292+20,880+25.97%
Created with Highcharts 10.1.0
$52.624.77%0.06%5,305,6632025-03-31
ILCV
ISHARES MORNINGSTAR VALUE ETF
50,261+356+0.71%
Created with Highcharts 10.1.0
$82.893.68%0.42%4,093,7902025-03-31
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
35,423+13,346+60.45%
Created with Highcharts 10.1.0
$105.653.36%0.04%3,740,6752025-03-31
AMZN
AMAZON
19,187+153+0.80%
Created with Highcharts 10.1.0
$204.713.28%0.00%3,650,5272025-03-31
TSLA
TESLA
12,656-1,606-11.26%
Created with Highcharts 10.1.0
$326.332.95%0.00%3,279,8742025-03-31
IVE
ISHARES S&P 500 VALUE ETF
15,775-56-0.35%
Created with Highcharts 10.1.0
$197.912.70%0.01%3,006,4092025-03-31
SCHX
SCHWAB US LARGE-CAP ETF
133,786-12,116-8.30%
Created with Highcharts 10.1.0
$23.132.66%0.00%2,953,9872025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
10,371+865+9.10%
Created with Highcharts 10.1.0
$291.222.56%0.00%2,850,2882025-03-31
AAPL
APPLE
12,129+261+2.20%
Created with Highcharts 10.1.0
$235.532.42%0.00%2,694,1952025-03-31
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
14,417-176-1.21%
Created with Highcharts 10.1.0
$181.532.22%0.01%2,463,6362025-03-31
VO
VANGUARD MID-CAP INDEX FUND
9,044-396-4.19%
Created with Highcharts 10.1.0
$271.342.10%0.00%2,338,9222025-03-31
FBND
FIDELITY TOTAL BOND ETF
47,850-154,477-76.35%
Created with Highcharts 10.1.0
$45.641.96%0.00%2,184,3582025-03-31
MSFT
MICROSOFT
5,723+273+5.01%
Created with Highcharts 10.1.0
$425.101.93%0.00%2,148,2692025-03-31
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
18,723+117+0.63%
Created with Highcharts 10.1.0
$109.941.80%0.03%1,996,8192025-03-31
HDV
ISHARES CORE HIGH DIVIDEND ETF
16,212+107+0.66%
Created with Highcharts 10.1.0
$116.751.77%0.02%1,963,5502025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
30,159+1,737+6.11%
Created with Highcharts 10.1.0
$64.041.58%0.00%1,759,7572025-03-31
XSVM
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
34,063+263+0.78%
Created with Highcharts 10.1.0
$56.471.54%0.27%1,709,9432025-03-31
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
40,850-4,598-10.12%
Created with Highcharts 10.1.0
$35.221.33%0.02%1,482,4442025-03-31
WMT
WALMART
15,332+304+2.02%
Created with Highcharts 10.1.0
$87.671.21%0.00%1,346,0112025-03-31
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
22,226+159+0.72%
Created with Highcharts 10.1.0
$52.021.05%0.01%1,163,9772025-03-31
GSLC
GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY
9,934+31+0.31%
Created with Highcharts 10.1.0
$116.270.98%0.00%1,093,4962025-03-31
META
META
1,601+98+6.52%
Created with Highcharts 10.1.0
$590.270.83%0.00%922,7122025-03-31
FELC
FIDELITY ENHANCED LARGE CAP CORE ETF
23,407-1,723-6.86%
Created with Highcharts 10.1.0
$33.110.66%0.00%730,0712025-03-31
SCHA
SCHWAB US SMALL-CAP ETF
26,647+1,171+4.60%
Created with Highcharts 10.1.0
$26.670.56%0.00%624,3482025-03-31
GOOGL
ALPHABET
3,966+315+8.63%
Created with Highcharts 10.1.0
$176.480.55%0.00%613,2942025-03-31
TROW
PRICE T ROWE GROUP
5,592+74+1.34%
Created with Highcharts 10.1.0
$115.930.46%0.00%513,7342025-03-31
NVDA
NVIDIA
4,510+2,484+122.61%
Created with Highcharts 10.1.0
$130.610.44%0.00%488,8132025-03-31
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
9,626-70,920-88.05%
Created with Highcharts 10.1.0
$45.870.40%0.00%443,5622025-03-31
VXF
VANGUARD EXTENDED MARKET INDEX FUND
2,548-384-13.10%
Created with Highcharts 10.1.0
$192.560.39%0.00%438,9112025-03-31
SCHB
SCHWAB US BROAD MARKET ETF
17,518+509+2.99%
Created with Highcharts 10.1.0
$22.850.34%0.00%377,1732025-03-31
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
3,920-268-6.40%
Created with Highcharts 10.1.0
$91.660.33%0.00%367,1912025-03-31
URA
GLOBAL X URANIUM ETF
14,393+342+2.43%
Created with Highcharts 10.1.0
$30.670.30%0.01%329,8852025-03-31
GLD
SPDR GOLD TRUST
1,10800.00%
Created with Highcharts 10.1.0
$245.900.29%0.00%319,2592025-03-31
XLE
ENERGY SELECT SECTOR SPDR FUND
3,391-249-6.84%
Created with Highcharts 10.1.0
$90.700.29%0.00%316,9202025-03-31
V
VISA
873+16+1.87%
Created with Highcharts 10.1.0
$302.050.28%0.00%305,9972025-03-31
IYW
ISHARES US TECHNOLOGY ETF
2,170-3,148-59.20%
Created with Highcharts 10.1.0
$157.970.27%0.00%304,8222025-03-31
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
4,072+14+0.34%
Created with Highcharts 10.1.0
$69.140.25%0.00%278,2272025-03-31
MUB
ISHARES NATIONAL MUNI BOND ETF
2,491-10,262-80.47%
Created with Highcharts 10.1.0
$107.240.24%0.00%262,6792025-03-31
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
2,953-97-3.18%
Created with Highcharts 10.1.0
$79.380.21%0.00%232,9462025-03-31
SPOT
SPOTIFY TECHNOLOGY SA
415+415
Open
Created with Highcharts 10.1.0
$560.390.21%0.00%228,2622025-03-31
TSM
TAIWAN SEMICONDUCTOR
1,296+7+0.54%
Created with Highcharts 10.1.0
$194.300.19%0.00%215,0892025-03-31
AOR
ISHARES CORE GROWTH ALLOCATION ETF
3,55700.00%
Created with Highcharts 10.1.0
$58.460.18%0.00%204,7902025-03-31
GOOG
ALPHABET
1,302+146+12.63%
Created with Highcharts 10.1.0
$178.310.18%0.00%203,4642025-03-31
GEN
GEN DIGITAL
0-7,439
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31