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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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| AAPL | APPLE | 88,422 | -1,376 | -1.53% | $144.57 | 4.74% | 0.00% | 18,141,542 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 35,219 | -351 | -0.99% | $236.40 | 4.58% | 0.00% | 17,518,359 | 2025-06-30 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 37,978 | +503 | +1.34% | $267.65 | 4.35% | 0.01% | 16,649,555 | 2025-06-30 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 144,339 | +13,936 | +10.69% | $73.88 | 3.37% | 0.02% | 12,902,463 | 2025-06-30 | ||||||
| SPY | SPDR S&P 500 ETF | 19,344 | -641 | -3.21% | $365.35 | 3.12% | 0.00% | 11,951,690 | 2025-06-30 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 50,278 | +2,283 | +4.76% | $188.99 | 3.11% | 0.02% | 11,914,880 | 2025-06-30 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 40,678 | -833 | -2.01% | $206.08 | 2.97% | 0.02% | 11,382,925 | 2025-06-30 | ||||||
| AMZN | AMAZON | 42,698 | +870 | +2.08% | $107.67 | 2.45% | 0.00% | 9,367,514 | 2025-06-30 | ||||||
| META | META | 9,828 | +366 | +3.87% | $228.61 | 1.90% | 0.00% | 7,253,949 | 2025-06-30 | ||||||
| SDY | SPDR(R) S&P(R) DIVIDEND ETF | 51,429 | -884 | -1.69% | $117.29 | 1.82% | 0.04% | 6,980,458 | 2025-06-30 | ||||||
| CAT | CATERPILLAR | 17,892 | -100 | -0.56% | $181.91 | 1.82% | 0.00% | 6,945,853 | 2025-06-30 | ||||||
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 137,946 | +13,187 | +10.57% | $41.51 | 1.74% | 0.04% | 6,654,515 | 2025-06-30 | ||||||
| GOOGL | ALPHABET | 32,744 | +340 | +1.05% | $115.48 | 1.51% | 0.00% | 5,770,475 | 2025-06-30 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 31,937 | -797 | -2.43% | $158.27 | 1.48% | 0.00% | 5,644,545 | 2025-06-30 | ||||||
| HD | HOME DEPOT | 14,958 | -154 | -1.02% | $263.72 | 1.43% | 0.00% | 5,484,023 | 2025-06-30 | ||||||
| IWV | ISHARES RUSSELL 3000 ETF | 15,294 | 0 | 0.00% | $256.36 | 1.40% | 0.03% | 5,368,194 | 2025-06-30 | ||||||
| WMT | WALMART | 53,621 | -1,834 | -3.31% | $41.89 | 1.37% | 0.00% | 5,243,061 | 2025-06-30 | ||||||
| JPM | JPMORGAN CHASE | 17,239 | -1,206 | -6.54% | $127.95 | 1.31% | 0.00% | 4,997,758 | 2025-06-30 | ||||||
| XOM | EXXON MOBIL | 44,618 | -14,027 | -23.92% | $91.12 | 1.26% | 0.00% | 4,809,820 | 2025-06-30 | ||||||
| PXH | INVESCO FTSE RAFI EMERGING MARKETS ETF | 204,934 | -3,730 | -1.79% | $19.08 | 1.25% | 0.32% | 4,793,406 | 2025-06-30 | ||||||
| V | VISA | 13,102 | +170 | +1.31% | $200.28 | 1.22% | 0.00% | 4,651,865 | 2025-06-30 | ||||||
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 24,305 | -3,209 | -11.66% | $119.90 | 1.16% | 0.01% | 4,443,440 | 2025-06-30 | ||||||
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 51,589 | -7,059 | -12.04% | $62.44 | 1.13% | 0.00% | 4,320,063 | 2025-06-30 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 14,039 | +3,054 | +27.80% | $244.68 | 1.12% | 0.00% | 4,266,873 | 2025-06-30 | ||||||
| GLD | SPDR GOLD TRUST | 13,877 | -966 | -6.51% | $180.15 | 1.11% | 0.00% | 4,230,126 | 2025-06-30 | ||||||
| JNJ | JOHNSON & JOHNSON | 25,688 | -3,680 | -12.53% | $163.36 | 1.03% | 0.00% | 3,923,842 | 2025-06-30 | ||||||
| COST | COSTCO WHOLESALE | 3,564 | -123 | -3.34% | $477.44 | 0.92% | 0.00% | 3,528,146 | 2025-06-30 | ||||||
| PG | PROCTER & GAMBLE | 22,002 | -292 | -1.31% | $139.26 | 0.92% | 0.00% | 3,505,359 | 2025-06-30 | ||||||
| FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 110,993 | +3,430 | +3.19% | $30.50 | 0.89% | 0.12% | 3,421,914 | 2025-06-30 | ||||||
| IBM | IBM | 11,437 | -750 | -6.15% | $136.89 | 0.88% | 0.00% | 3,371,399 | 2025-06-30 | ||||||
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 39,397 | +5,707 | +16.94% | $82.46 | 0.85% | 0.01% | 3,264,435 | 2025-06-30 | ||||||
| LLY | ELI LILLY | 4,110 | +35 | +0.86% | $373.92 | 0.84% | 0.00% | 3,203,868 | 2025-06-30 | ||||||
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 32,318 | -6,823 | -17.43% | $71.60 | 0.79% | 0.01% | 3,033,691 | 2025-06-30 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 35,111 | -3,328 | -8.66% | $81.35 | 0.76% | 0.01% | 2,911,404 | 2025-06-30 | ||||||
| WM | WASTE MANAGEMENT | 12,400 | +216 | +1.77% | $171.68 | 0.74% | 0.00% | 2,837,368 | 2025-06-30 | ||||||
| ACWI | ISHARES MSCI ACWI ETF | 21,074 | +20 | +0.09% | $94.42 | 0.71% | 0.01% | 2,710,116 | 2025-06-30 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 49,389 | -560 | -1.12% | $52.35 | 0.68% | 0.01% | 2,605,764 | 2025-06-30 | ||||||
| GDX | VANECK GOLD MINERS ETF | 47,724 | +2,190 | +4.81% | $32.53 | 0.65% | 0.02% | 2,484,511 | 2025-06-30 | ||||||
| ABBV | ABBVIE | 13,167 | -150 | -1.13% | $146.16 | 0.64% | 0.00% | 2,444,059 | 2025-06-30 | ||||||
| ABT | ABBOTT LABORATORIES | 17,429 | -16 | -0.09% | $110.04 | 0.62% | 0.00% | 2,370,518 | 2025-06-30 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 7,588 | 0 | 0.00% | $232.25 | 0.61% | 0.00% | 2,340,139 | 2025-06-30 | ||||||
| CB | CHUBB | 7,439 | -10 | -0.13% | $189.22 | 0.56% | 0.00% | 2,155,227 | 2025-06-30 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 21,485 | +916 | +4.45% | $99.06 | 0.56% | 0.00% | 2,131,312 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 3,707 | -472 | -11.29% | $359.97 | 0.55% | 0.00% | 2,105,687 | 2025-06-30 | ||||||
| MRK | MERCK & CO | 26,184 | -2,243 | -7.89% | $86.41 | 0.54% | 0.00% | 2,072,725 | 2025-06-30 | ||||||
| TMO | THERMO FISHER SCIENTIFIC | 5,085 | +110 | +2.21% | $526.33 | 0.54% | 0.00% | 2,061,764 | 2025-06-30 | ||||||
| PEP | PEPSICO | 15,302 | -290 | -1.86% | $160.21 | 0.53% | 0.00% | 2,020,476 | 2025-06-30 | ||||||
| QQQ | INVESCO QQQ | 3,511 | +208 | +6.30% | $453.64 | 0.51% | 0.00% | 1,936,808 | 2025-06-30 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 39,148 | +65 | +0.17% | $43.82 | 0.51% | 0.00% | 1,936,260 | 2025-06-30 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 23,247 | -335 | -1.42% | $78.75 | 0.48% | 0.01% | 1,848,137 | 2025-06-30 | ||||||