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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 | 76,008 | +635 | +0.84% | $158.80 | 5.92% | 0.00% | 16,883,610 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 152,766 | -559 | -0.36% | $28.83 | 5.81% | 0.00% | 16,556,784 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 33,755 | -750 | -2.17% | $236.66 | 3.26% | 0.00% | 9,277,119 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 23,748 | -464 | -1.92% | $325.77 | 3.13% | 0.00% | 8,914,852 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 30,428 | -106 | -0.35% | $119.99 | 2.24% | 0.00% | 6,375,283 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 24,890 | -40 | -0.16% | $160.45 | 2.14% | 0.00% | 6,105,627 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 34,716 | +225 | +0.65% | $163.06 | 2.02% | 0.00% | 5,757,357 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 32,422 | +105 | +0.32% | $148.90 | 1.94% | 0.00% | 5,525,288 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 45,359 | +193 | +0.43% | $66.29 | 1.89% | 0.00% | 5,394,561 | 2025-03-31 | ||||||
| AMZN | AMAZON | 28,019 | +770 | +2.83% | $167.35 | 1.87% | 0.00% | 5,330,880 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 8,810 | +84 | +0.96% | $0.00 | 1.73% | 0.00% | 4,928,478 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 12,146 | -101 | -0.82% | $369.46 | 1.56% | 0.00% | 4,451,427 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 4,638 | +4 | +0.09% | $555.44 | 1.54% | 0.00% | 4,386,958 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 7,613 | +567 | +8.05% | $0.00 | 1.50% | 0.00% | 4,277,551 | 2025-03-31 | ||||||
| CVX | CHEVRON | 24,093 | +223 | +0.93% | $116.43 | 1.41% | 0.00% | 4,030,584 | 2025-03-31 | ||||||
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 33,754 | -30 | -0.09% | $112.57 | 1.39% | 0.02% | 3,965,785 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 10,774 | -58 | -0.54% | $295.99 | 1.37% | 0.00% | 3,890,467 | 2025-03-31 | ||||||
| PEP | PEPSICO | 24,038 | -1,177 | -4.67% | $163.65 | 1.26% | 0.00% | 3,604,328 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 6,739 | -62 | -0.91% | $0.00 | 1.26% | 0.00% | 3,589,020 | 2025-03-31 | ||||||
| TJX | TJX COMPANIES | 28,331 | +116 | +0.41% | $71.18 | 1.21% | 0.00% | 3,450,744 | 2025-03-31 | ||||||
| META | META | 5,877 | +13 | +0.22% | $313.78 | 1.19% | 0.00% | 3,387,229 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 20,888 | -143 | -0.68% | $139.54 | 1.15% | 0.00% | 3,263,371 | 2025-03-31 | ||||||
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 20,626 | -167 | -0.80% | $162.22 | 1.09% | 0.03% | 3,114,157 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 20,702 | -59 | -0.28% | $119.88 | 0.96% | 0.00% | 2,746,072 | 2025-03-31 | ||||||
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 10,313 | -93 | -0.89% | $288.02 | 0.92% | 0.02% | 2,635,406 | 2025-03-31 | ||||||
| IVW | ISHARES S&P 500 GROWTH ETF | 28,133 | +1 | 0.00% | $80.02 | 0.92% | 0.01% | 2,611,565 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 8,540 | +8 | +0.09% | $226.17 | 0.92% | 0.00% | 2,609,226 | 2025-03-31 | ||||||
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 20,611 | -88 | -0.43% | $118.82 | 0.91% | 0.02% | 2,596,314 | 2025-03-31 | ||||||
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 23,922 | -154 | -0.64% | $94.01 | 0.86% | 0.00% | 2,444,302 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 12,299 | -40 | -0.32% | $162.90 | 0.81% | 0.00% | 2,314,173 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 12,696 | -52 | -0.41% | $142.53 | 0.77% | 0.00% | 2,193,193 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 26,109 | -225 | -0.85% | $78.03 | 0.75% | 0.00% | 2,133,878 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 6,494 | +8 | +0.12% | $256.32 | 0.71% | 0.00% | 2,028,535 | 2025-03-31 | ||||||
| DIS | WALT DISNEY | 19,979 | -5 | -0.03% | $151.47 | 0.69% | 0.00% | 1,971,898 | 2025-03-31 | ||||||
| PFE | PFIZER | 76,803 | +3,886 | +5.33% | $47.17 | 0.68% | 0.00% | 1,946,186 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 7,115 | +18 | +0.25% | $265.82 | 0.67% | 0.00% | 1,909,479 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 12,240 | +11 | +0.09% | $143.95 | 0.66% | 0.00% | 1,892,836 | 2025-03-31 | ||||||
| V | VISA | 5,185 | -103 | -1.95% | $215.90 | 0.64% | 0.00% | 1,817,152 | 2025-03-31 | ||||||
| GE | GENERAL ELECTRIC | 8,888 | +17 | +0.19% | $64.90 | 0.62% | 0.00% | 1,779,011 | 2025-03-31 | ||||||
| T | AT&T | 62,694 | +681 | +1.10% | $15.42 | 0.62% | 0.00% | 1,772,980 | 2025-03-31 | ||||||
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 40,545 | -419 | -1.02% | $47.93 | 0.62% | 0.01% | 1,771,817 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 1,899 | -2 | -0.11% | $556.79 | 0.62% | 0.00% | 1,770,688 | 2025-03-31 | ||||||
| IBM | IBM | 7,008 | +8 | +0.11% | $131.74 | 0.61% | 0.00% | 1,742,697 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 5,276 | -65 | -1.22% | $201.86 | 0.61% | 0.00% | 1,740,047 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 3,680 | +101 | +2.82% | $0.00 | 0.61% | 0.00% | 1,725,723 | 2025-03-31 | ||||||
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 10,640 | -30 | -0.28% | $130.47 | 0.60% | 0.00% | 1,715,905 | 2025-03-31 | ||||||
| WMT | WALMART | 19,283 | -482 | -2.44% | $48.08 | 0.59% | 0.00% | 1,692,818 | 2025-03-31 | ||||||
| HUM | HUMANA | 6,315 | -37 | -0.58% | $438.54 | 0.59% | 0.01% | 1,671,022 | 2025-03-31 | ||||||
| CMI | CUMMINS | 5,205 | -3 | -0.06% | $303.05 | 0.57% | 0.00% | 1,631,500 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 38,898 | +308 | +0.80% | $41.41 | 0.57% | 0.00% | 1,623,226 | 2025-03-31 | ||||||